Welcome



	Welcome. Let’s face it, estate planning historically has centered on death and dying. Is it any wonder that people shy away from it? As an estate planning attorney, you are all too aware of this. We have a solution that will make your job easier. Our approach to estate planning—The Wealth Enjoyment System®—is all about the living! We designed a method that makes the process understandable, rewarding, and surprisingly heartwarming. The beauty of this system is that it enables you to maintain happier clients while making more money in less time. We are now making it all available to you. Udell Associates greatly values estate and trust planning attorneys. We understand to successfully implement an estate plan, we need well-written legal documents and expert advise from you. Without estate and trust planning attorneys, there is very little we could accomplish.


	We feel your clients may not sufficiently appreciate you. When laws change, you probably send out a letter to your clients, encouraging them to call or meet with you to discuss how the laws affect their estate plan. Many of your clients probably do not take advantage of this discussion for one simple reason: the cost. Whether they call you or meet with you, they know a bill will soon arrive for that time. Udell Associates has created a solution to this problem. The Wealth Enjoyment Protection Program™ is an annual maintenance program, designed to give you recurring revenue and your clients get an up-to-date estate plan. Regardless of how many times laws may change in a year, the client knows you are reviewing their plan annually to ensure its integrity and relevance. Stop practicing estate planning the old way. It’s time estate planning becomes easy, enjoyable, and instinctive for your clients, their other advisors, and you. Welcome to The Wealth Enjoyment System®.


	As you know, the life of an attorney is full of details, new laws, and constant revision. You don’t need to be burdened with the complexity of estate planning. TEABSS will take both the initial and follow-up work concerning estate planning off your shoulders. We allow you the freedom to seek more business, save time, avoid client problems, and expand your options for estate planning products.


	You may have certain concerns about this idea. To read some of our answers to the most common objections click the links below. My clients already have trusted advisors I’ll lose referrals I’ll lose my objectivity if I’m too tied to one system I’ll lose control of the estate planning process and my client Some of my partners may not like it What if I underprice it? If I don’t do a good job, it will reflect badly on me I’ll lose client confidentiality My clients already have trusted advisors. Yes, but they may not have the ability to convene their advisors at the same time. If another advisor calls you to discuss a great idea, you currently bill the client for your time. With The Wealth Enjoyment Protection Program™, your clients pay an annual fee, so they won’t be charged unexpectedly for an advisor pow-wow. I’ll lose referrals from other life insurance agents, stockbrokers, financial planners, and trust departments. We aren’t asking for an exclusive relationship and respect other financial professionals. But how much money are you really making from these associations? When you depend on referrals for revenue, you’re starting over every year. With The Wealth Enjoyment Protection Program™, you get guaranteed cash flow every year and your clients get an up-to-date estate plan. I’ll lose my objectivity if I’m too tied to one system. You will automatically be included in any concepts or designs that are presented to your clients. You also get paid whether or not those concepts are implemented. The Wealth Enjoyment Protection Program™ thus increases both your objectivity and your creativity. I’ll lose control of the estate planning process and my client. You will have more control with The Wealth Enjoyment Protection Program™ than you do now. Under your current system, if your clients don’t call, you don’t see them, so no planning is done. With the new system, you control the process by talking to your clients every year. Nothing will be shown to your clients without your involvement. Some of my partners may not like it. If they don’t like it, they probably don’t understand it. Let us do a free seminar for your firm. You’ll earn continuing education credits and we can explain The Wealth Enjoyment Protection Program™ to your partners and associations. What if I underprice it? We’ll help you price it accurately. Your clients aren’t signing lifetime contracts; you can always adjust your future fees as applicable. If I don’t do a good job, it will reflect badly on me. If your clients are paying both of us an annual fee to review and discuss their estate plans every year and you are involved every step of the way, how likely are they to get bad results? The perceived value of your services will actually increase when your clients feel more confident about their estate planning. I’ll lose client confidentiality. All information about your clients is held in our strictest confidence. We also have legal council on staff who are aware of when information concerning new planning techniques should be protected. They arrange for that to happen. Honestly, your client is probably already compromising confidentiality by talking to other advisors. We assist with that problem.


	The true measure of success is leaving a legacy for one's family. And it’s your job to make that happen for your clients. They look to you for guidance and advice. After all, your clients have worked hard to gain their wealth; they want it managed correctly. The Wealth Enjoyment System® was created for you, the estate planning advisor, to help your clients focus on their goals—personal and financial. Clients often get hung up on how much tax they may have to pay or how much money they’ll leave to heirs. This process enables them and their families to get enjoyment out of their estate now. All about life and living, The Wealth Enjoyment System® is an entirely new approach that turns a once-negative planning problem into an educational, emotionally rewarding, and enjoyable solution.


	Is a source for recurring revenue, expanding services, and capturing a larger piece of assets to be invested. Expands your product line and gains new clients by offering something different. Creates an opportunity to increase fees for estate upgrades due to annual maintenance. Grows your business, making clients happier and more appreciative of your services. We know The Wealth Enjoyment System® works because we have been using it successfully with prestigious clients for years. We’ve noticed a significant attitude change with the touchy subject of estate planning. We now offer The Wealth Enjoyment System® package to all estate planning advisors. Watch your clients come to life.


	You may not need to license The Wealth Enjoyment System®. But you may have occasional clients that can benefit from our unique team of financial experts. We would be happy to form an alliance between Udell Associates and your company. Imagine having all that extra brainpower at your disposal. You’ll be able to expand your client base and feel confident that your clients will be well cared for. We are Udell Associates. We are experts in what we do, having extensive experience in wealth services, including estate and trust planning, investment advising, philanthropy, and risk management. With a sound management strategy, we build a team that can help guide you and your clients through each milestone of their lives.

If you are interested in licensing or alliances, please click here.

If you have any questions, or would like a meeting with Udell Associates, please contact us.

FOR PROFESSIONAL USE ONLY