*This page is for the sole use of Funeral Directors and Attorneys*

"Anatomy of a Win - Win, Referral Program"
Attorneys and Funeral Directors

The process:

An Invitation is sent to the premiere local Funeral Home to participate in the FREE marketing services offered by EstateSettlement.com - which were made possible by YOU - the local Attorney. see invitation

Materials and Benefits provided to Funeral Home:

  • Free Full Featured Listing in the EstateSettlement.com Exclusive Directory (a $997 value)
  • Post Funeral Planning Checklist a service tool to help funeral clients after the funeral. Discusses over 50 items. Locally customized to include important information. (example: How to order death certificates, contact info. of County probate office & much more). 40 Padded pages see checklist
  • Display Stand (2 sizes) of EstateSettlement.com Web site with attached business card holder: 40 EstateSettlement.com business cards, 40 Estate Attorney's business cards.
  • An understanding that the attorney will refer (when appropriate) pre-need services to funeral home when they write wills and trust documents.
  • EstateSettlement.com has a banner ad on the most popular - keywords: "Find a funeral home" web site in the U.S. see ad, over 70,000 page visits to this site monthly!
  • Funeral home clients receive free initial consultations with (participating) Estate Attorneys!

* A Powerful free marketing strategy * Valuable client services * A reliable referral partner

Benefits provided to the Attorneys:

  • Opportunity to have the Attorney's business card distributed by funeral directors to potential estate administration, probate clients on a on going basis (timing & consistency).
  • The Post Funeral Planning Checklist - Urges consumers to seek the advice of a qualified estate attorney and then lists the attorney's full contact information.
  • Funeral homes agrees to distribute Post Funeral Planning Checklist to clients and Attorney's business (when appropriate).
  • All of the FREE benefits offered to the funeral homes by EstateSettlement.com are compliments of YOU the local attorney. When the funeral homes provides the Attorney with referrals they will continue to receive EstateSettlement.com services 100% free of charge.

* Perfect timing & marketing touch point * Performance incentives * A reliable referral partner

 

A SIMPLE AND POWERFUL: WIN .... WIN
The biggest winner...the client!

 

Materials sent to funeral homes Service material provided to Funeral Homes

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