Understanding Our Last Will and Testament Lead Type

Our No Cost Law lead type is becoming a popular lead type amongst agents and financial advisers. This lead type provides a Last Will & Testament Kit to protect people’s future, property and family. It is valued at $1,500-$2,000 because people are saving on lawyer fees. Nearly 50% of people today do not have a will so offering this free will kit is an easy way to talk to people about final expenses, life insurance or other financial programs like retirement.

What is a No Cost Law Last Will & Testament Kit?

This kit provides a quick and easy way to start creating the first draft of a will. Inside includes spaces for customers to fill out personal information and has easy to follow instructions on how to set up bequests, name beneficiaries, information on burial/cremation, and how to set someone’s family up for success.

Explaining the Will

A Last Will & Testament allows you to give instructions on who will get your property after your death, appoint the person who will administer your estate, and appoint a guardian for any minor children you may have. If you die without a valid Will, your property will instead be distributed by a court-appointed administrator according to a pre-determined formula (defined by your state law). Without a Will, you would not be able to give your property to a non-relative or to exclude relatives. If you have no Will and there are no relatives at the time of your death, your property will go to the state.

How does someone request a Last Will & Testament Kit?

A lead fills out a form online to request a Last Will & Testament Kit and then they are nurtured through follow up texts and emails. At the same time they are delivered to you via email, text message and google sheet.

Who is the target audience?

This product targets people ranging from mid 30s all the way up to seniors who are reaching the end of their life. The Last Will & Testament outlines how they can legally protect their children, spouse, and assets. On top of that, it acts as a guideline to help set up their official will.

How does this transition to life insurance?

After you walk them through the kit in the home and get the referrals, you transition to the sale. We suggest using one of the following lines: “In the event something happens to you, are your funeral costs covered?” or “Is your family prepared for when you go?”