How to offer Plan Well
Another key feature of Plan Well Guide’s Guide to Entrusting is coaching the client on how to set up their Power of Attorney for property or finances in a way that minimizes abuse or misuse of their funds. You are working hard to help the client to build up resources for their future. When people are alive but incapacitated, particularly when they are elderly, there is a lot of misuse or abuse of these resources that occurs that has the potential to not only waste money but to break up families. You can help your client prevent these problems by providing them with the Guide to Entrusting that coaches the client on how to more effectively brief their lawyer when preparing their legal documents to hopefully prevent these kind of problems.
In addition, Plan Well Guide offers discounted rates to your clients to access our premium services through our coupon code program.