We Partner With Financial Professionals To Protect Their Client’s Legacy

You Work Hard To Set Your Clients Up For Success. Make Sure That Success Lasts With An Estate Plan

Protect What They're Building With Estate Planning

Guide Your Clients Through One Of Their Most Important Financial Decisions

You pour your energy into advising your clients, so make sure the legacy you're helping them build is protected.

We partner with financial professionals to provide a seamless online experience for you and your clients, and we make sure you're included in every step of the estate planning process.

Predictable Client Service

We’ve simplified estate planning to remove unnecessary costs and stress. Clients love the thorough and efficient experience.

You Initiate The Process

You start the process for your client by reaching out to us. We encourage you to participate in each meeting we have with your client.

Flat-Fee Pricing

We charge clients a simple flat fee for our estate planning services (but no fee for you!) so your client is never surprised by the cost.

Add Extra Value To The Quality Service You Already Provide

Your clients will think you’re a superstar and will readily refer you to all of their friends and family.

You’ll love how effortless it is for you.

Here’s How We Seamlessly Integrate Into Your Client’s Financial Planning Team

Refer A Client & Schedule A Meeting

Contact us to set up a virtual Q&A meeting with your client. Since you have valuable insights into your client’s finances, we encourage you to join.

Draft & Deliver The Estate Plan

We prepare your client’s estate plan documents with easy-to-follow instructions.

Give Peace Of Mind

Your clients will have peace of mind once their legacy is secure. They’ll be grateful you recommended estate planning.

REFER A CLIENT

Add Longevity To Your Service

Encourage Your Clients To Build An Estate Plan And You Both Win

The work you’re doing matters. We want to partner with you to build on the great work you’re already doing.

Most Americans never make an estate plan, but our collaboration can bring security and peace of mind to your clients by protecting what they’re working so hard to build.

We’re Not Your Average Law Firm, But Don’t Just Take Our Word For It.

Efrem is very honest, responded promptly to my emails, and made sure court documents and meetings were handled accordingly. He took care of everything.
A. Freeman
E.L. Law Firm helped me to see my options clearly and create a plan of action to make sure I stayed protected. The kindness, understanding, and professionalism that I received was very helpful during such a stressful time.
Tai
I really appreciate Efrem and all the help he provided me. He made me feel very comfortable and was very knowledgeable about the law, so I have recommended him to a lot of my friends and family.
M. Owens
Efrem is a great attorney. He genuinely cares about his clients and has always been very professional and will follow up with you on questions. I would highly recommend him as he is very knowledgeable.
K.W.

Common Questions About Estate Planning

How can my clients minimize estate taxes and protect their assets?

Clients can minimize estate taxes by using trusts and gifting strategies. They can protect their assets by creating asset protection trusts and using liability insurance.

What are the potential pitfalls of DIY estate planning, and why is it important to have an attorney involved in the process?

The potential pitfalls of DIY estate planning include errors, omissions, and invalidation of documents. It's important to have an attorney involved to ensure that the estate plan is legally sound and achieves the client's goals.

What happens if my client becomes incapacitated or passes away without a proper estate plan in place?

If a client becomes incapacitated or passes away without a proper estate plan, the court will appoint someone to manage their affairs and distribute their assets according to state law.

What options are available for clients who want to provide for their loved ones with special needs?

Clients can provide for their loved ones with special needs through special needs trusts, which allow them to receive benefits without losing government assistance.

What is probate?

Probate is the court proceeding your estate goes through to distribute your assets if you pass without an estate plan. It can be costly and time-consuming for your loved ones.

What’s the difference between a will and a trust?

Wills and trusts both outline what happens to your assets after you pass, but they have many differences.

Wills do not become active until you pass, but a trust is active as soon as you sign it.

Wills are simpler. They typically name guardians for your children, decide where assets go, and outline any final arrangements you have in mind.

Trusts give a little more control over how you distribute your assets and they come in many forms.

Each person’s needs are unique, so let’s talk about which is right for you.

Let’s Set Your Clients Up For Success

And earn you more qualified referrals for the outstanding service you provide.