Estate Planning Resources
for Financial Professionals
At Beck & Lenox Estate Planning & Elder Law, LLC, 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.
When a prospective client inquiries about our services, our initial approach is to offer either a free phone call with one of our attorneys to discuss their needs and concerns or offer an in-depth consultation for those who need to take action now. To prepare for the in-depth consultation, the prospective client is provided with a questionnaire/financial organizer and is asked to complete it and provide it to the attorney at the time of the consultation. This not only facilitates a more productive first meeting, but 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 conclusion of this detailed consultation, we provide the prospective client with our general recommendations and a fee 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.
Once we receive our fee, we begin the implementation phase. There is ongoing communication with our 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, written correspondence 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 ramifications. 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 weekly blog digests, monthly newsletters and seminars. 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.
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 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. You may subscribe online and we will add you to our weekly blog list.
- 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 contact our marketing director at the office if you would like to invite one or more of our attorneys to participate in a workshop or in your Client Appreciation Event.
- Monthly Estate Planning E-Newsletter
Each month we produce an electronic newsletter, on estate planning and elder law issues for professional advisors like yourself. You may subscribe online and we will add you to our monthly e-mail list.