Our Approach to Estate Planning
Working Closely with Outside Experts
At OC Elder Law, we work closely with other professional advisors, including Certified Financial Planner™, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and tax advisors. We believe that this team approach provides our clients with the most comprehensive, realistic, and effective estate plan.
Learn more by calling us at (888) 493-5088 or contacting us online.
Our Approach
Our approach starts with providing clients with a short questionnaire and a welcome kit. We ask our clients to fill out this questionnaire and send it to us before the first consultation. This not only facilitates a more productive first meeting but helps our clients focus on the issues and decisions they must make to develop the most effective plan to meet their goals.
At the initial consultation, we provide the client with our general recommendations and a quote 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, we maintain 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 life-long relationships with our clients.
We also believe that no client should sign a document without a comprehensive understanding of its content and the ramifications thereof. To that end, we dedicate a significant amount of time to the document signing process. It allows us to explain each section of the plan and answer any questions.
Once documents are signed, we work directly with our clients to ensure funding. We also keep our clients informed regularly through our seminar programs and our annual client appreciation reception.
Your Approach
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.
Resources
- 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, business succession, or asset protection. Please call us 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 email list.
Call (888) 493-5088 or contact us online with any questions about our estate planning process and how we can work together to help our clients succeed.
