Phone: 925.933.9047
Fax:
925.933.9065

800 S. Broadway, Suite 301, Walnut Creek, CA 94596

family law in Walnut creek
For Professional Advisors

The Estate Planning Team

As an estate planning law firm, we work closely with other professional advisors, including Certified Financial Planners, Investment Advisors, Financial Consultants, Insurance Professionals, Certified Public Accountants, and Tax Advisors. We believe the team approach provides our clients with the most sophisticated, comprehensive, and effective estate planning possible. To that end, we encourage our clients to invite their Professional Advisors into the estate planning process.  Moreover, once involved, we strive to keep you informed and involved at all stages of the estate planning process.

THE PROCESS

Step One: The Initial Consultation:  We offer all prospective clients a complimentary initial consultation. With the clients’ permission, we encourage you to attend this initial consultation as well. If this cannot be arranged, we will seek the clients’ permission to discuss their estate planning with you afterward.

During this first meeting, Mark will spend approximately an hour with your clients. After listening to your clients’ needs, plans and goals, Mark will generally make some estate planning recommendations. If the situation is complex, he will ask for a follow-up meeting to present a summary and specific recommendations.

After making his recommendations, Mark will usually quote a flat fee for design, drafting and implementation of the plans. Your clients may then choose to engage our firm by signing an engagement letter and making a 50 percent deposit; or they may choose to take some time to reflect before moving ahead.

Step Two: Signing the Documents:  Should your clients choose to engage our firm at this point, a follow-up meeting to sign documents and begin implementation of the plan will be scheduled … normally within a week to ten days. This meeting may be quite lengthy as Mark will thoroughly explain the planning documents to your clients, and to their family members if necessary.  He also will explain the trust funding process and provide comprehensive written funding instructions– whether your clients choose to engage our firm in this process, or prefer to complete the process themselves, or with your assistance.

Step Three: Follow-Up:  We have an extensive follow-up system, which we believe helps build stronger client relationships. Each of our clients will receive a follow-up letter after their plan is complete, a client satisfaction survey, and a continued subscription to Mark’s online  estate planning newsletter. Through the newsletter we attempt to keep our clients informed of changes that could affect their planning, and to help them maintain an awareness of their estate planning goals. In this manner we hope to ensure that our clients’ plans are never out-of-date with their current needs and goals. Every two years they will receive a personal letter encouraging them to come in to review their plans and make any necessary changes.

Client Education:  Please visit our Client Resource Center 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 on speaking to your clients or prospects on estate planning issues, including basic estate planning or other advanced topics.  Please call the office if you would like to plan a workshop.

Please Contact Me Regarding Joint Marketing.

Please Call Me About a Client I Would Like to Refer.

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