Subject:
Thanks for Your Interest in Completing Your Will and Trust
Body:
Hi {{First Name}},
Great to hear from you. Attached is the “Understanding The Importance of Having an Estate Plan” Booklet.
Our firm is a Legacy Lock Licensee and I’m really looking forward to answering your questions and helping you complete your Estate Planning with our Attorney Vetted Software.
Usually, we hop on a call and chat about how our will and trust software can be used to create a cost-efficient Personalized Estate Plan.
Go ahead and jump on my calendar for a call HERE.
Speak soon,
Name
Phone
P. S. Feel Free to Call or Email Me with Any Questions.
Subject:
Requested Estate Planning Handbook
Body:
Hello again!
I wanted to check in and make sure you received my last email containing the Estate Planning handbook (sent {{DATE}}, titled “Thanks for Your Interest in Completing Your Will and Trust”).
I’d be happy to resend my email if needed.
You’re also welcome to schedule a time to discuss HERE.
I look forward to assisting you,
Name
Phone
Company
Subject:
Will & Trust – Did you get my other emails?
Body:
Hi there!
Were you still interested in completing your will and trust?
You can check out a free trial of Estate Planning with our Attorney Vetted Software for 30 days by clicking HERE.
I also wanted to make sure you received my previous emails sent {{DATE}}, and {{DATE}} which contained the free Estate Planning Handbook.
Regards,
Name
Phone
Company
Booking Link
