Wills & Estate Planning eBook

Our white-label Wills & Estate eBook will be customised to include your firm’s brand and contact details. Once a visitor downloads this lead magnet from your website, the eBook will deliver the following information:

  • What is estate planning?
  • Why do you need a will – and what happens if you don’t have one?
  • Choosing an executor
  • Reviewing your will
  • Protecting assets – testamentary trust
  • Getting help to manage your affairs when you need it
  • Advance care planning
  • Business succession planning

Automated Follow-Up Process

In addition to receiving the eBook, potential clients will also receive a follow-up email immediately after the download and another one seven days later. These emails will be setup in our contact management system so it looks like it’s coming from your firm; with your email, branding and contact details.

Need more leads? Our eBook lead magnets are the perfect vehicle for you.

Contact us below to find out more.

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