On Demand Library
Forms, Letters, Scripts
Members Login to Download
Sample telephone scripts (staff and agents)
Phone script for client service appointments (follow up and scheduling)
Business owner call script (business owner needs)
Business Owner Call script (business succession)
Ask for Referral (phone or in person)
Product Call Script to Client
Prospective Client Call Script
Referral Call Script
Insurance Policy Review Call script (prospective client)
Insurance Policy Review script (client)
Sample Letters
Clients and Prospective Clients
Introduction Letter (to Referral)
Letter to Schedule Review Meeting
Client Meeting Confirmation
Invitation to Event or Presentation
Client Service Letter (with form)
COIs and Business Colleagues
Invitation letter to colleague for event
Meeting Confirmation Letter
Letter Introducing Practice
Referral of Client to COI
Forms and Other Materials
Associate Evaluation Form (What it is really like for lawyers)
Business Development Tracking Form
Client Service Checklist
Elevator Speech Considerations
Business Succession questions
Estate Planning Intake Form (Married)
Estate Planning Intake Form (Single)
Internal Firm Analysis Form
Rainmaking Analysis Form
Working with existing clients analysis
Marketing Plan Issue Review
Marketing Initiative analysis
Client Fee Consideration For,
Existing Client Form
Sample ILIT*
Sample Buy/Sell Agreement (Cross Purchase)*
Sample Buy/Sell Agreement (Stock Redemption)*
Business Valuation Intake Form*
Sample Business Valuation*
Sample Charitable Remainder Trust*
* THESE SELECTIONS ARE PROVIDED FOR REVIEW AND DISCUSSION PURPOSES ONLY. DOWNLOADING THIS ITEM DOES NOT CONSTITUTE, AND SHOULD NOT BE CONSIDERED LEGAL ADVICE FOR ANY PURPOSE REGARDING ANY ESTATE PLANNING OR OTHER TECHNIQUE OR ISSUE. THE LEGAL AND TAX IMPLICATION OF THE POTENTIAL USE OF ANY STRATEGY CONTAINED IN THE SELECTION OR SUGGESTED BY THE CONTENTS SHOULD BE REVIEWED AND CONSIDERED WITH THE CLIENT’S LEGAL AND TAX ADVISORS PRIOR TO ANY IMPLEMENTATION. THIS SAMPLE IS BEING PROVIDED TO ADVISORS FOR EDUCATION, DISCUSSION AND ILLUSTRATION PURPOSES ONLY.