Client Orientation Email
Below is a sample Client Orientation Email, as well as the LifeSpan Circle.
Thanks for your interest in exploring estate planning with our firm!
As you’ll see, we practice in a very different way from most firms. We focus on long-term relationships with our clients rather a mere document-driven transaction. This can be a little more challenging with online clients. We’ve found it helpful to provide a brief background of our approach right from the outset before you commit your time to an in-person contact, and from there we conduct our sessions by video conference. This has worked very well for us and for our clients.
I’ve provided below a link to a recent podcast episode that reviews what we call the “Lifespan Circle.” It’s a little over a half-hour. Here’s the PREP link:
https://lifespanusa.com/info/lifespan-circle You should not need a password, but if asked for one use “orientation”
I’ve also attached a copy of the Lifespan Circle being discussed in the podcast, as well as a pre-publication of my upcoming book entitled The Empowered Estate Plan.
The next step in our process is a no-obligation “orientation” session where I’ll review our planning approach and process and answer your initial questions and concerns. Below you’ll find a link that will send you directly to my calendar. Select from the one-hour block if you can—you’ll find I do most of my orientation sessions on Thursdays and Fridays. If you’re having difficulty finding a time that works for you, please e-mail me directly and we’ll see what we can work out. Here’s the SCHEDULING LINK:
Thanks again for your interest—I’m looking forward to “meeting” you!
Richard L. Randall
Attorney & Counsellor At-Law
IRS Circular 230 Disclosure
To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in the communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.
Download the LifeSpan Circle
- Lifespan Circle (image - 440.2 KB)