From Legal Plan to Legacy Plan (Mini Series Ep. 4)
Most estate planning attorneys stop where the real work begins after the documents are signed.
In this powerful continuation of the “Back to Basics” mini-series, Greg DuPont and Matt Halloran expose the widespread consequences of binder-only estate plans and the probate nightmares they leave behind.
Greg shares why the 4D Estate Plan™ is the missing framework for attorneys who want to stay relevant, serve at a higher level, and avoid becoming obsolete in a world of online legal forms. It’s not about selling more; it’s about asking better questions, building alignment, and becoming a lifelong guide for your clients.
What to expect:
- Why probate is getting worse, not better, for families
- How to frame trust reviews without sounding “salesy”
- What it really means to build a legacy plan
- The conversation that separates good attorneys from great ones
- And more!
Resources:
Connect with Greg DuPont:
- Wealth Solutions Network Website (JoinWSN.com)
- LinkedIn: Greg DuPont
- LinkedIn: Wealth Solutions Network
- Facebook: Wealth Solutions Network
- info@wealthsolutionsnetwork.com
- (614) 432-8065
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