Estate Planning Resources for Financial Professionals
The Estate Planning Team at LifeGen Law Group • Springfield
We provide our clients with a short form questionnaire that helps us get to know them and their needs. 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. During this initial consultation, we provide the client with our general recommendations and quote a flat fee for the services we will be providing.
During the implementation phase, there is 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 ongoing communication is an essential element of developing an effective plan and building a life-long relationship with our clients.
We also believe no client should sign any document without a comprehensive understanding of the content and benefits of the signing. To that end, we dedicate a significant amount of time to the signing of documents. This investment of time allows us to explain each section of the plan and answer any questions discovered in the process.
Once documents are signed, we work directly with our clients or with you to ensure asset alignment. We also maintain contact with our clients through our blog posts, eBlasts, and workshops. Through these regular touch-points, we raise our clients’ awareness of law changes and remind them to monitor their plans when major life changes occur.
Every professional organization has different processes and 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 Newsletter Archive 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 in speaking to your clients or prospective clients 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.
- 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.