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FREE RESOURCE FOR AFTER LOSS PROFESSIONALS

Request the PALS After Loss Checklist

Hand your clients a simple checklist that helps them feel organized from day one. They'll see what they can do right away and what they can start handing over to you.

Check your inbox for the resources.

How to Get After Loss Clients Toolkit

SOUND FAMILIAR?

Are your clients overwhelmed?

New clients often come to you with a pile of questions and no idea where to begin. You spend your first meetings explaining the same basics, sorting out what they've already done and figuring out what they still need to hand over. That's time you could spend moving the estate forward.

What if every client came to you organized and ready to hand things off?

INSIDE THE CHECKLIST

A helpful place to start

In this hour-long workshop, PALS co-founders Jasmine Hathaway and Rachel Donnelly walk you through the same approach they used to grow their own businesses.

Common tasks to start right away

What to save for an attorney

What an after loss professional can help with

Your clients are facing a part-time job nobody applied for.

Most families take it on with no roadmap, while working, grieving and caring for everyone else. The more clearly they see what's ahead, the easier it is for them to see the value of handing it to you.

Ā 

420+ hrs

of work to settle the average estate

46%

af executors spend 26+ hours a month on estated tasks

13 mo.

to finish, or about 20 with full probate

This toolkit is for you ifā€¦

Check off the ones that sound familiar:

You explain the same first steps to every new client.

Your clients feel overwhelmed before you even get started.

You want a smoother, more consistent client onboarding.

You want a clear way to show clients what you can take off their plate.

You're new to after loss work and want a ready-made tool to start with.

You want a helpful leave-behind for consultations and referral partners.

Which first meeting would you rather have?

Without the checklist

  • Clients arrive overwhelmed and scattered
  • Repeating the same first steps every time
  • Unclear what's done and what isn't
  • Clients unsure what to hand over to you

WWith the checklist

  • Clients arrive organized and ready
  • The basics covered before you meet
  • A clear picture of what they've already handled
  • An easy handoff of the tasks you take on
YOUR FREEĀ CHECKLIST

Give every client a clear place to start.

FREEĀ FOR AFTER LOSS PROFESSIONALS

The PALS AfterĀ  Loss Checklist

Ā 

What you'll get:

  • A one-page PDF, sent by email. Save it, print it and share it as often as you like.
  • A clear overview for clients. What they can do right away, what to save for an attorney and what to hand over to you.
  • Ready for every new client. Add it to your intake packet, consultation follow-up or welcome email.
Request the checklist

Ready to grow your after loss business?

PALS gives after loss professionals the training, community and resources to serve more families with confidence. The After Loss Professional Training includes the templates and scripts we wish we'd had, including a full module on acquiring clients.

Explore the training

Not ready yet?
Join PALSĀ as a memberĀ for community, continuing education, and a spot in our Find a Pro directory.

Professionals of After Loss Services ā€” training and certifying the after loss industry.