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Margaret Lewis
Thu, Mar 2, 2025 at 16:25 PM
Hi Patrick, just checking in, will the updated living trust and power of attorney forms be ready for our meeting next week?
Patrick Guthrie
Thu, Mar 2, 2025 at 16:25 PM
Hi Margaret, yes, both documents are nearly finalized. I’ll upload drafts for your review by tomorrow morning so you have time to look them over before our April 2nd meeting.
Patrick Guthrie
Thu, Mar 2, 2025 at 16:25 PM
Hello Margaret, please find the draft Living Trust and Power of Attorney forms attached. Let me know if you’d like to go over any changes ahead of time.
ML_Last_Will_and_Testament_2024-06-12.pdf
Margaret_Lewis_Durable_POA_2023-11-04.pdf
Margaret Lewis
Thu, Mar 2, 2025 at 16:25 PM
Thanks, Patrick. I’ll review these today and let you know if I have any questions.
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A White-Glove Client Experience
The whitelabel portal is designed to deliver a white-glove experience that feels personal, thoughtful, and tailored to each law firm. Clients interact with a modern, intuitive interface that reflects the professionalism of your practice, helping them feel supported and confident throughout every stage of the estate planning process. Every interaction is intentional, from how information is presented to how progress is communicated.
Clarity Through Transparency
Estate planning often involves complex decisions and unfamiliar terminology. By using planning roadmaps and clear visual summaries, the portal brings structure and visibility to the process. Clients can easily understand where they are in their plan, what has been completed, and what steps remain, reducing uncertainty and minimizing unnecessary follow-up conversations.
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Estate planning does not end when documents are signed. The portal supports long-term engagement by keeping plans, updates, and funding progress visible over time. This ongoing transparency helps clients recognize when reviews or updates are needed, reinforcing an active and lasting relationship with your firm.
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