We are a law firm in Las Vegas specializing in Estate planning, probate, trust administration and asset protection.
We are looking for a menu of "add-on" services to present to a client and discuss with them after the sale of what items we can sell to them for addition/on-going services above the initial planning. We envision a one-sheet (8.5x11) heavy sheet or glossy with two colums outlining the two add-on services. Showing with this option, here is what you get; and with this option, here is what you get.
The probate process sheet attached is something we have used before explaining steps - I like the one sheet info of this, and not too clouded with info.
Overall Title - Jeffrey Burr Client Maintenance Programs
Column One - Jeffrey Burr Client Valut - $50 Annually
Includes - 24/7 access to your estate planning documents; Confidential; Assessible; Convenient; Organized
Column Two- Jeffrey Burr Client Membership Program - $250 annually
Includes - Expiated services; Member Meetings (2 annually); Changes to Living Trust documents; JB Client Vault; Access to your paralegal throught the year.
We would like to stick to the same color scheme as in our logo (blue/tan).