Set the Agenda

"Hi [Caller’s Name], thanks for calling about the estate plan promotion! To discuss your estate plan and tailor a solution, I’ll get you scheduled for a 20-30 minute phone call with a senior paralegal with our in-house legal team, API Law. I just have two quick questions, then we'll take a look at their calendar, sound good?"

Personal Information

Divider Text

Schedule Appointment

Tristen’s calendar (right click and open in new tab)

"Great, thank you!"

"Okay, I’ve got [day] or [day] available—what works best for you AND any other decision-makers to be on the call?

Perfect. Does [time in time zone] or [time in time zone] work better?

Awesome, you’re booked for [day] at [time]. You’ll get a confirmation email shortly with all the details. I’m excited for you to chat with Tristen—thank you for your time!"

Divider Text

Client Information

Please Make Sure the Name Spelling and Email Are an Exact Match to the Client's Contact Record.

First Name

Last Name

Phone

Email

Additional Notes

SUBMIT

Please Check Your Work Above Before Submission.

© Copyright 2025 Veil Solutions, LLC (“Veil”). All rights reserved. Communications between you and Veil are protected by our privacy policy but not by attorney-client privilege or as work product. Fulfillment of legal services provided by a law firm or licensed attorney. Veil is not a law firm or substitute for an attorney or law firm. Neither Veil nor any of its staff can provide any kind of advice, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection of forms, or strategies.