This past year I re-launched my website, taking advantage of the Wealth Counsel web design and programming capabilities specifically created for estate planners like myself. My new website not only provides a digital presence for my services in a way that brands my business and helps me market my capabilities, but also it offers a number of features that enhance my practice’s offering:
A Content Management System
My site’s Content Management System, or CMS to technology folk, allows me to easily update and organize (even reorganize) the information I post on my website. It’s something you can’t necessarily see, but it saves a lot of time on the backend, translating into more time and energy spent with clients.
The Constant Client Vault™
All of my clients are set up with a unique login and password to a document storage account, which I have branded the Constant Client Vault™. There, legal documents can be stored and shared with my clients’ advisors and family members, using separate login information for each person. Clients can also use the storage and add additional documents at their discretion, creating a one-stop, protected hub of all their important documents.
Easy Sharing Tools
At the click of a button, copies of relevant documents can be shared with other advisors (Insurance Advisors, CPA’s, etc.). Need a copy of your estate plan sent to a trusted financial advisor? Click. Click. Done.
“Virtual Assets” Storage
So what’s a “virtual asset”? I consider it anything that adds value to your life or your business online – anything with a password that you wouldn’t want anyone and everyone to have access to. It could be your blog, your Facebook and twitter accounts or all the images you’ve uploaded on Shutterfly.
A twitter account is just one example of a “virtual asset.” And though it may not have a specific dollar amount, you will want to control over who has access to it.
Regardless, my clients are offered a unique feature on my Wealth Counsel-designed site that allows them to store all their logins and passwords for safekeeping. That way they are easily accessible to whoever has been given the authority in their estate plan.
Blog and Newsletter
My website also offers me the ability to easily create blog posts (like this one), as well as share them and other information via my E- newsletter.
In all, my website offers me mechanisms for collaboration that are paperless, instant, and in many ways, priceless. It’s one way I’m taking charge of my own “Virtual Assets.” And I bet you can guess where I store its administration password.
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