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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
REFER A CLIENTProtect 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.
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
1
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.
2
Draft & Deliver The Estate Plan
We prepare your client’s estate plan documents with easy-to-follow instructions.
3
Give Peace Of Mind
Your clients will have peace of mind once their legacy is secure. They’ll be grateful you recommended estate planning.
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.
Common Questions About Estate Planning
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.
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.
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.
Clients can provide for their loved ones with special needs through special needs trusts, which allow them to receive benefits without losing government assistance.
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.
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.
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.
REFER A CLIENTGet In Touch
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