Help families and individuals move forward with estate planning attorneys without making upfront cost the deal breaker.
Flexxbuy gives estate planning attorneys a simple way to offer customer financing for wills, trusts, and planning packages, asset protection and document preparation, and related service fees β without forcing every customer to pay the full amount upfront.
See Plans & Pricing βFinancing built for estate planning attorneys.
Families and individuals often understand the value of estate planning attorneys, but timing, budget, and cash flow still matter. Flexxbuy helps estate planning attorneys present payment options when upfront cost becomes the barrier.
Payment options for larger totals
Give families and individuals a way to consider the full solution instead of cutting the scope only because of upfront cost.
Useful during real conversations
Share financing during consultations, estimates, enrollment, checkout, invoicing, or follow-up.
Reduce stalled decisions
Help serious families and individuals keep momentum when payment is the last roadblock.
Clients know planning matters, but legal fees can make them put off decisions that should not sit forever.
Financing gives your team another practical option when families and individuals want to move forward but need a more manageable path to pay for an estate planning attorney.
How it works
A simple process your team can explain while quoting, enrolling, or following up with families and individuals.
Choose your plan
Select the Flexxbuy option that fits how your business wants to offer financing.
Get set up
Your business gets access to the tools, links, and resources needed to start offering financing.
Share with customers
Send customers to your financing application during consultations, estimates, invoices, checkout, enrollment, or follow-up.
Support the next step
Use financing as another way to help qualified customers move forward with the purchase, service, or program.
Great fit for estate planning attorneys offering:
Wills, Trusts, and Planning Packages
Support customers considering wills, trusts, and planning packages.
Asset Protection and Document Preparation
Make bundled costs easier to discuss during the buying decision.
Consultation Follow-Up
Offer payment options when customers need time because of cost.
What businesses say after adding Flexxbuy
Financing can make larger customer decisions feel more manageable without adding complexity to your team.
βGreat Company!β
I have had the best experience with everyone associated with this company. Also, the platform is so simple for us and our clients to use. I think it will help bring in clients who do not have the ability to pay a retainer upfront. I highly recommend Flexxbuy.
βSuper smooth experience. Would definitely recommend.β
The team at Flexxbuy is helpful, professional, very easy going with the sales process to help you make the best decision for your business, and supportive with the onboarding. It's wonderful to be able to offer this flexible and straightforward financing option to our clients.
βFlexxbuy is now an integral part of our offering.β
The Flexxbuy team has been amazing, supportive and they work with you to ensure clients needs are met. Lots of options and support for our clients that are needing funding.
Start offering financing with Flexxbuy.
Review the available plans, compare whatβs included, and choose the option that fits how your business wants to offer customer financing.
Frequently asked questions
Quick answers for estate planning attorneys considering Flexxbuy.
Can Flexxbuy work for estate planning attorneys?
Yes. Flexxbuy is designed for businesses that sell higher-ticket products or services where financing can help customers evaluate a purchase, program, or project without paying everything upfront.
Do we need to change our sales process?
Not completely. Most businesses use Flexxbuy as an added option during quoting, consultation follow-up, checkout, invoicing, or enrollment.
Can customers apply online?
Yes. Customers can be directed to an online application, making it easier to offer financing without slowing your team down.
Is Flexxbuy the lender?
No. Flexxbuy is a financing platform that helps businesses offer financing options to customers through available lender options. Approval and terms depend on the customer and the available financing options.
Ready to offer financing for estate planning attorneys?
Review your options and see which Flexxbuy plan fits how your business wants to offer customer financing.
See Plans & Pricing β