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| Products> Wills Lasting Power of Attorney Joint Tenancy Severance Advance Directive Appointment Generator Appointment Generator. Each set of Will instructions generates a natural list of referrals in the form of executor and guardian appointments. This module makes it easy to capitalise on this valuable data. Letter content can be customised with your company information. Print your scanned signature with all letters generated.
Every financial adviser knows that a referral is the most valuable lead you can get. Every Will Writer knows that each set of client instructions is littered with potential new clients - executors, guardians, family nominees ... statistically 70% of them need to write a Will. And yet this golden opportunity is so often wasted - it's just too time consuming to organise the contact letters.
The Appointment Generator writes contact letters to all executors, guardians and any extra referrals that may have been suggested by the clients. You don't have to bother with addressing envelopes because the contact addresses are positioned for windowed envelopes. As with all Legacy Documents, letters can be individually edited if necessary and the master template can be saved with your company message. Instructions are provided to make sure your signature is printed with each letter or contact us about set up arrangements to do this for you.
Products> Wills Lasting Power of Attorney Joint Tenancy Severance Advance Directive
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