A Collaborative Approach to Comprehensive Estate Planning
The Estate Planning Team at Estate and Elder Law Advisory PLLC • Sharon, MA Estate Planning and Elder Law Firm
At Estate and Elder Law Advisory PLLC, we understand that effective estate planning is best achieved through collaboration. We work closely with a network of professional advisors, including Certified Financial Planner™ Practitioners, wealth managers, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and tax advisors. Our team-based approach ensures our mutual clients receive the most comprehensive, realistic, and effective estate planning possible, reflecting a holistic view of their financial and personal circumstances.
How We Collaborate
Collaboration Process:
Our partnership begins with an initial consultation to understand our mutual client’s needs and objectives. We utilize secure, state-of-the-art communication platforms for seamless information exchange and coordination, ensuring a streamlined process from start to finish.
Case Studies and Success Stories:
Our history of successful collaborations speaks volumes. From safeguarding a client’s legacy through intricate trust planning to optimizing estate tax strategies, our combined expertise has led to numerous success stories, demonstrating the tangible benefits of our team approach.
Benefits for Professional Advisors
Enhanced Client Service:
By collaborating with us, you can offer your clients comprehensive estate planning services, adding significant value to your existing services.
Access to Specialized Knowledge:
Our team brings specialized legal insights into estate planning, trusts, and elder law, complementing your expertise and ensuring your clients’ estate plans are both effective and legally sound.
Continuing Education Opportunities:
We offer seminars and newsletters specifically designed for professional advisors, keeping you informed on the latest developments in estate planning and elder law.
Our Services
Tailored to Professional Advisors:
We provide targeted services that complement your offerings, including trust administration, tax planning, and estate litigation support through our trusted colleagues.
Specialized Estate Planning:
Our expertise covers a wide range of niche areas, such as special needs trusts, estate tax planning, and business succession strategies, ensuring your clients’ unique needs are met.
Networking Opportunities:
Join us at our upcoming events and roundtables designed for professional advisors. These gatherings are a great opportunity to connect and discuss how we can work together for the benefit of our clients.
We 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 documents are signed, we work directly with our clients, or with you, or both, to ensure funding. We also keep our clients informed on a regular basis through our seminar programs and our annual client appreciation reception. Through these regular 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.
Joint Marketing
Resources
- Client Education
Please visit our Blog for an online library of articles on issues related to estate planning. We have posted a number of articles suitable for use as client education. - Joint Marketing
We are happy to work with you to speak to your clients or prospects on estate planning issues, including basic estate planning, charitable giving strategies, generation-skipping and other advanced topics, business succession, or asset protection. 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.
