Introduction for Referral

Subject:  Introduction to Heidi

Hello [insert first name of your friend or family member],

I recently completed my estate plan with Heidi Thompson of Lifeguarding Legacies, PLLC.

I’d like to introduce you to her.

Here’s what I appreciated about working with Heidi:

• She offered easy scheduling options at my home or on Zoom
• She didn’t make me do any paperwork (other than signing my name)
• She asked lots of questions to guide what terms made sense in my plan
• She helped me figure out solutions to tough questions
• She explained things in non-lawyery ways
• She reviewed the important parts of my documents with me in a Zoom appointment before we met to sign so that we could make any needed changes together
• She didn’t charge extra—what she quoted is what was charged with a package price
• And she was just easy to talk to.

I care about you and want you to have the same experience.

I know if Heidi can’t help you, she’ll get you into the right hands.

She’ll probably get back in touch with a single email in the next day or two that will have some useful information, but will be no pressure.  And she’s promised not to spam you.  If you decide to reach out first, I’ve included her contact information below.

Wishing you the peace of mind that comes with having this checked off your to-do list.

[Use your own Signature block]