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Estate Planning Atty. To Refer Any Core7 Professional: Proactive Outgoing
Hi (Client’s name),
I hope you are doing well.
I always want to make sure I stay on top of your financial situation, and with the changes going on in your life and financial strategy. There may be an opportunity to (save you money/update your Estate Documents/manage the value of your home).
I would like to set up a five-minute phone conversation with you. I promise it won’t go any longer, unless you want more information. When would be a good time to speak?