Business Follow Up

  Enhance your relationship with your client by being part of their estate planning. 

Stand out as the “comprehensive” advisor---knowledgeable in critical areas of planning for both life and death needs.

 Become privy to all financial accounts, contracts and needs. Stay ready to conduct new business following the completion of the estate plan.  

 Be part of the attorney/advisor team for the next generation. Retain the relationships and thereby retain the assets and heirs of clients.