Online Booking for
Estate Planning

Estate Planning professionals can save time and focus on what matters most by using Breely's online scheduling platform. It allows clients to effortlessly book appointments, reducing back-and-forth communication, while automated reminders ensure no session is missed. Enhance operational efficiency and deliver a seamless experience your clients will appreciate.

Legacy & Trust Advisors

Step 1 of 3

Estate Planning Consultation

A comprehensive one-on-one consultation session where clients can discuss their long-term goals and develop a personalized estate plan for asset management and legacy preservation.

Will Drafting Session

During this session, clients work with an advisor to legally document their wishes regarding property distribution, guardianship, and other estate matters in a clear and enforceable will.

Breely Scheduling for Estate Planning

With Breely, you can simplify the way your Estate Planning business operates. Offer clients a hassle-free way to book consultations or will drafting sessions at their convenience while reducing no-shows with automated reminders. By streamlining appointment management, you'll free up valuable time to focus on building rapport and delivering exceptional services.

Take your Estate Planning business to the next level with Breely’s innovative features. Automate tedious scheduling tasks, provide clients with 24/7 appointment options, and eliminate booking conflicts. With tools like integrated reminders and client management, you'll create a more organized and efficient practice that prioritizes your clients' time and trust.

Get Started for Free

Features

Breely’s intuitive scheduling platform helps Estate Planning businesses reduce administrative burdens, enhance client experiences, and eliminate scheduling conflicts. Its customizable features enable business owners to offer convenient booking options, automate client reminders, and manage consultations more seamlessly, ensuring every client receives the attention they deserve.

Scheduling

Booking for 1:1 appointments
Group classes, events, and workshops
Book staff and other resources like seats, lanes, bays, and more.
Booking for multiple staff, locations,and time zones

Design

Design beautiful forms, scheduling, and messages
Personalize colors, themes, and more to match your brand
Integrate directly into your website

Messaging

Send text messages & emails
Automate messaging to deliver the right message at the right time

Integrations

Connect to Google, Apple iCloud, and Microsoft 365
Embed directly into your website
Integrate with thousands of other apps via Zapier
Developer tools for custom integrations

Forms

Collect information from clients at any point
Gather leads, enrich scheduling, collect follow-up info, and more
Advanced customization and conditional sections for the perfect experience

Automation

Automate any workflow
Trigger based on events from forms, scheduling, and more
Re-engage lapsed clients, convert leads to customers, and provide delightful tailored messaging to clients