1) Email template - to be sent to existing clients as part of their estate planning
Email Subject Line: A New Addition to Your Estate Plan: ProtectHeir
As your trusted advisor, I’m always looking for meaningful ways to add value and protection for you and your family. That’s why I’m pleased to introduce the latest addition to your estate planning toolkit: ProtectHeir.
ProtectHeir is a simple, secure online tool that supports your executor by helping them notify key organizations after a loved one’s passing—a task that’s often overwhelming but critically important.
When someone dies, their estate can become a target for identity theft, which can significantly delay the settlement process. Quick and accurate notification of death helps reduce that risk. ProtectHeir simplifies this process by generating customized, pre-filled letters and forms for a wide range of institutions, making it easier for your executor to begin closing accounts.
I’m providing this service to you at no additional cost, because I know how thoughtfully you’ve prepared your estate—and how important it is to support the person you’ve chosen to carry out your wishes. This tool will save them time and stress when they need it most.
Soon, you’ll receive a follow-up email with everything your executor will need, including an access code and simple instructions. Please store this information somewhere safe and accessible to your executor. They’ll use it when the time comes to fulfill this important step in your plan.
Thank you for your continued trust. If you have any questions about ProtectHeir or anything else, feel free to reach out. I’m always here to help.
Warm regards,
[Your Name]
[Your Contact Details]
2) Email template - to be sent to an executor currently going through estate settlement
Email Subject Line: A Helpful Tool for Your Role as Executor
Dear [Executor Name],
At [Firm Name], we’re always looking for meaningful ways to provide support and protection for the families we serve. As the executor of your loved one’s estate, you’ve taken on an important and honorable responsibility—and I hope to help in a small but meaningful way by providing you access to ProtectHeir, at no cost.
When someone passes away, one of the challenges their estate may face is deceased identity theft, which can significantly delay the settlement process. Acting quickly to notify organizations of the passing is one way to reduce that risk—and ProtectHeir is designed to help you do exactly that.
This streamlined online tool creates personalized, pre-filled letters and forms to notify a wide range of institutions, helping you begin the process of closing accounts efficiently and with less stress.
You’ll soon receive a follow-up email with everything you need to access and fulfill the service at no charge.
If you have any questions about ProtectHeir or need further assistance, please don’t hesitate to reach out. I’m here to support you in any way I can during this process.
Warmest regards,
[Your Name]
[Your Contact Details]
3) Email template - to be sent to prospects (target - $1M-5M)
Email Subject Line: Complimentary Estate Planning Service — Let’s Connect
At [Firm Name], we’re committed to providing meaningful support for the families we serve—through every stage of life and beyond. As part of that commitment, we offer an estate planning tool called ProtectHeir to help ease the burden on your loved ones when the time comes.
ProtectHeir is a simple, secure online tool that assists your executor with one of the most important—and often overwhelming—tasks: notifying key organizations of a loved one’s passing.
Sadly, identity theft of the deceased is a growing issue that can delay estate settlement and cause unnecessary complications. ProtectHeir helps reduce this risk by generating personalized, pre-filled letters and forms to notify a wide range of institutions, making it easier to begin closing accounts quickly and securely.
I’d love to offer this valuable service to you at no cost, in exchange for a brief conversation about how [Firm Name] can help you achieve your financial and retirement goals. If you're interested, simply click here to schedule a time that works for you: [Insert Calendar Link].
If you have any questions about ProtectHeir or how we can assist you further, feel free to reach out anytime.
Warm regards,
[Your Name]
[Your Contact Details]