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Market evaluation of online estate planning legal providers

Get my insights about which online legal providers can help you use estate planning to grow your business.  


This market evaluation will save you hours of time in research and will fast track your decision making process for choosing the right online legal provider for your business.


What you'll get:

  • a 30 minute video with my market evaluation of the online providers, comparing each of the 7 main providers in this space based on pricing, risk for advisers, rating for vanilla and complex clients, access to lawyers and the work involved for the adviser to facilitate 

  • 8 induction videos from each of the main providers explaining their offering and process in detail

I spent years developing an online estate planning offering at both elawyer and View Legal, and I know first hand about what does and doesn't work when partnering with an online legal provider.