Estate Planning Resources for Professional Advisors
At Tesar Law Group, we work closely with other professional advisors, including Certified Financial Planner™ Practitioners, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and tax advisors as part of the estate planning team. We believe the team approach provides our mutual clients with the most comprehensive, realistic and effective estate plan.
Our approach is to provide our clients with a short questionnaire and welcome kit. We encourage our clients to look at and complete the Estate Planning Questionnaire prior to the first consultation or shortly thereafter. This helps our clients focus on the issues and decisions they must make in order to develop the most effective plan to meet their goals.
At the initial consultation we provide the client with our general recommendations and an explanation of fees for the services we will be providing. They will be provided with a retainer agreement which they may sign at the meeting, or take with them for review and signature.
During the implementation phase, there is ongoing communication with the client, which may involve obtaining additional documentation, clarifying goals and information, and discussing options and tradeoffs. We use all appropriate avenues of communication: phone, email, and in-person meetings. We firmly believe that ongoing communication is an essential element of developing an effective plan, and building a life-long relationship with our clients.
We also believe that no client should sign any document without a comprehensive understanding of its content and the ramifications thereof. To that end, we dedicate a significant amount of time to the signing of documents. It allows us to explain each section of the plan, and answer any questions that have come up in the process.
Once the documents are signed, we offer to work directly with our clients, or with you, or both, to assist with and ensure funding. We also keep our clients informed through seminar programs and client appreciation events. Through these touch points we keep clients informed about changes in the law that might affect them, and remind them to monitor their plans with regard to major life events.
Every professional organization has different processes, and different methods for interacting with clients. We are happy to work within your processes, or blend our respective methodologies. Our primary goal is to serve the needs of clients and we welcome the opportunity to serve them within the team environment.
- Client Education
Please visit our Newsletter Archive for an online library of articles on issues related to estate planning. We have posted a number of articles suitable for use as hand-outs to your clients.
- Joint Marketing
We are happy to work with you to speak to your clients or prospects on estate planning issues. Please call the office if you would like to plan a workshop or a client appreciation event.
- Monthly Estate Planning E-Newsletter
Each month we produce an electronic newsletter, on estate planning issues, for professional advisors like yourself. You may subscribe online and we will add you to our monthly e-mail list.
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