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
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
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.
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
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.
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.
Marty Burbank wants to live in a world where children are healthy and safe, where seniors live without fear or pain, and where veterans are cared for and respected. Marty is a featured expert in estate planning and elder law by Forbes and was recognized by the Orange County Register as one of the 100 most influential people in Orange County. He frequently speaks about seniors, our military veterans, their benefits, and the legal issues related to their care and quality of life. Marty has ...