GENWISE
GENWISE
for
Estate Professionals
As an estate planning professional, you know the most challenging part of your work often isn't drafting the documents- it's ensuring families have everything organized when it matters most.
GENWISE is the essential workbook that organizes financial, legal, medical and personal details in one place. Estate professionals can provide peace of mind to clients by offering Genwise as a trusted resource. Available in convenient 10, 30, and 50 - copy bulk packs- perfect for gifting to clients or including in service packages.
📦 Bulk Order Options
Special pricing is available exclusively for estate professionals ordering multiple copies.
Pack Best For Price per Book Total Price
10- Pack Small firms/ starter orders $18 - save 10% $180
30- Pack Growing practices $16- save 20% $480
50-Pack Large firms/client gifting $15- save 25% $750
All orders are printed and shipped directly through our trusted print partner, so you never have to manage inventory.
📘 Why Professionals Choose GENWISE:
• Complements your services: Encourages clients to get organized before or after their estate plan is complete.
• Strengthens client relationships: A tangible resource that shows you care beyond the legal paperwork.
• Saves families time and heartache: Makes transitions smoother, reduces confusion, and protects your reputation.
🗣️ Testimonials
“We give a copy of Genwise to every estate planning client. It’s one of the most valuable tools we’ve added to our practice.” – [Estate Planner, NY]
“Clients love that Genwise is simple, clear, and practical. It makes our work together much smoother.” – [Attorney, GA]