Agent: Protecting Your Clients!

As a realtor, you protect your clients' interests from contract negotiations, inspections, through closing. Buying a house is one of the biggest assets your client will ever have and it is critical that their home be placed in a trust to avoid probate in the event of their death.

The David Frank Law Group has an estate planning division that creates comprehensive plans including wills and trusts. If your clients are considering buying a new home, we recommend you encourage them to have an estate plan drafted ASAP and put the new home in trust. If they cannot make the timing work prior to closing, our office can quit claim the property, putting the deed in the name of the trust following the purchase.

Now is a great time for your clients to create an estate plan - we have extended our spring promotion through July 4th. 

Couples: $3,000*
Individuals: $2,000*

Check out this video to hear more about the promotional pricing and to learn about how easy we make estate planning for your clients. 

*Deposits must be received by July 4, 2023, to lock in this pricing.