Creating Opportunities Assisting Your Clients With Their Estate Plans

When you assist your clients with their estate plans you not only assist them with obtaining their estate planning documents, but also get to see their whole financial picture giving you the information you need to help them with their financial goals. In addition, you can gain perspective into their family dynamics, which creates opportunities to cement your relationship with them.

We have a system in place where you can help your clients establish estate plans (revocable living trust, powers of attorney, living wills and pour-over wills) all under the attorney’s direction and guidance. Many advisors charge a fee for the professional services they provide in conjunction with the estate planning and you may consider doing this if you wish and, since attorneys are handling the estate plan, you are not practicing law. If you would like to learn more about our system or would like more assistance in using the system, please feel free to contact our legal assistant, Jodi Vosika, at 480-861-7743 or .