Success in real estate goes beyond closing deals—it’s about forging lasting partnerships that secure your clients’ financial future.

By integrating estate planning knowledge into your service offerings, you can transform yourself from a one-time agent into a lifelong real estate advisor. 

This approach not only secures decades of loyal clientele but also positions you as an indispensable partner in your clients’ long-term financial success.

Five Game-Changing Questions to Elevate Your Client Relationships:

1. “How does your property fit into your long-term estate plan?”

• Purpose: Shows clients you are considering their future, not just the immediate sale.

• Benefits: Opens a conversation about long-term goals and property decisions’ impact on estate plans.

• Example: A client might need to restructure property ownership to align with legacy planning.

2. “Are you aware of recent market shifts impacting your estate’s value?”

• Purpose: Keeps clients informed about market trends and external factors affecting property value.

• Benefits: Positions you as a knowledgeable advisor looking out for clients’ best interests.

• Example: If zoning changes increase property values in certain areas, clients might need to reassess their estate’s worth.

3. “Have you reassessed your property’s value since those renovations?”

• Purpose: Highlights the need for updated valuations after property improvements.

• Benefits: Ensures estate plans reflect current property values accurately, guiding future investment decisions.

• Example: Discuss leveraging increased equity for further investments or estate planning strategies.

4. “Do you know how your property’s ownership structure affects estate taxes?”

• Purpose: Demonstrates expertise in property ownership nuances and tax implications.

• Benefits: Helps clients save on taxes and avoid future issues, making wealth transfer more efficient.

• Example: Discuss the benefits of creating a living trust to potentially reduce estate taxes.

5. “When did you last discuss real estate holdings with your estate attorney?”

• Purpose: Encourages regular consultations with an estate attorney to align real estate holdings with estate plans.

• Benefits: Prevents future conflicts and ensures the client’s legacy is preserved.

• Example: Reinforces your role as a key member of their advisory team.

By asking these questions, you’re not just closing a deal—you’re opening a lifelong partnership. You become a forward-thinking advisor who genuinely cares about your clients’ financial legacy. 

This transformation from agent to advisor can lead to enduring client relationships and a steady stream of referrals.

Pro Tip:

• Build a power team with a local estate attorney and an accurate appraiser. This network elevates your service, potentially leading to a flood of referrals and repeat business.

• Partnering with professionals like Benson Appraisals ensures that your clients receive top-tier advice and service, solidifying your role as a trusted advisor.

For more insights and professional appraisal services, contact us at Benson Appraisals. You can reach Diana Benson at 480-926-8528 or via email at [email protected].