The Art of Estate Planning Podcast
#14 Future-Proof Pricing: Setting prices for estate plan amendments
02 Dec 2024
Pricing future amendments to estate planning documents can feel like trying to predict the future—how do you balance client expectations with the risk and expertise involved? In this episode, Tara and Carrie dive into strategies for setting clear, effective pricing for amendments that keep clients happy and your practice profitable. We’ll walk you through ways to structure fees, communicate options with clients, and make the whole process feel like a win-win. Download your free resource The Essential Clauses to Include in your Cost Agreement for Estate Planning Matters here: https://www.theartofestateplanning.com.au/freebie-essential-cost-agreement-clauses
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