Jump start client education and personal referral network efforts by leveraging our communication techniques. Our Client Advocate will introduce EstateManagerPRO™ to your clients. We provide instruction based guidance and real world tested email templates to get started quickly.

The Marketing Toolkit includes communication tools for marketing and branding your practice with clients and prospects including services such as:

• introduction letters
• referral letters
• e-newsletters [Sample: Loss of a Loved One]
• informational webinars
• "touchpoint" emails
• top 10 pitfalls every family should avoid

The founders of EstateManagerPRO™ aim to create a world class experience.

". . . your team has been a wonderful asset to us as we have put our site together. A common theme . . . competence and professionalism."
 
Steve Marken, the Caritas Group
http://caritastrust.myestatemanager.com