Providing exceptional client service after the estate plan has been executed offers the opportunity for increased revenue through potential follow-up services and referrals.

Year end is an excellent time to promote a review of your client's current estate planning documents to identify any potential updates needed based on a change in goals, finances, or family situation. In addition, updates may be needed due to changes in the law since the client's plan was drafted or last updated.

Cowles offers several tools to aid in this process:

Worksheet for Estate Plan Update: This worksheet is a convenient tool to organize information while targeting potential areas where update of the estate plan may be needed.

Handout: "What is the Fee for Review and Update of My Existing Estate Plan?": This handout provides specific information for an estate plan review including the costs and benefits.

Year End Client Letter: This letter has been updated for 2008/2009 reflecting changes in the current political and legal climate, including how the changes affect the estate planning area.

The Continue Exceptional Client Service and Follow-up section of Members Only includes various other tools to aid in this area.

In addition, using items such as the Estate Organizer binder and informational booklets increases the tangible value of your services and keeps your name in front of your clients, reminding them of your excellent service. Items such as billfold cards and asset transfer letters not only provide valuable assistance to your clients in transferring assets, they also market your efficient, comprehensive, custom services to bankers, brokers, and other potential referral sources. Satisfied existing clients and their advisors are your greatest referral source. When the need for additional estate planning services arises, whether it be for follow-up services for your clients or new services for prospects referred to you, exceptional client service will ensure ongoing revenue for your office.