Estate Planners and Legal Professionals:

Here are a few questions to consider in determining if IvyLocker™ could be useful for you or and your clients.

Of the information you’ve helped your clients with, whether its estate planning or will preparation.

How many clients have you lost contact with?

Remember, it’s only as good as the paper at the time of creation and whether some form of contact with them has been maintained.

Do you have an electronic copy of the documents?

How well organized the family may be, to quickly locate those documents when the times comes.  And should they misplace or lose them or move – will your link to them is severed?

Does the next of kin of the client know about the services you’ve provided?

Do they have your contact information?

The services you provide families are of unquestionable value.  But if you are producing paper with no electronic backup for your files or the family you may want to reconsider adding this service for your clients.

Last Question:  How will you know your client passed away?

If you live in a small community or one where many people do well at keeping track of everyone, or even perhaps all of your clients live on the same side of town as your office; the obituary may be in the local newspaper or someone you know may contact you. But what happens if your client moves out of state?

IvyLocker™ notifications services can also notify you upon the passing of a client.

Imagine, staying up to date and notified, placing you in a better position to service your client’s family.

Your client when using IvyLocker’s Legal Locker can store their last will and testament, health care directives, trust documents, marriage license, and other misc. legal documents along with attorney contact information.

That’s handling business smartly and efficiently!

For even more information on how this service can enhance your business, simply contact us TODAY to discuss becoming a partner of this valuable network!