Estate Planning Resources for Financial Professionals
Nickerson Law Group • Central Texas
At Nickerson Law Group, 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.
Our approach is to provide our clients with a short form questionnaire and welcome kit. We ask our clients to fill out this questionnaire and send it to us prior to 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 in order to develop the most effective plan to meet their goals.
At the initial consultation we provide the client with our general recommendations and a price quote for the services we will be providing. They will be provided with a legal services agreement which they may sign at the meeting, or take with them for review and signature.
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 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 the ramifications thereof. 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, with you, or both, to ensure the client's assets are aligned with their plan. Our clients also become a part of our Family Counselor annual maintenance program to ensure that their plan will work when it is needed. We proactively reach out to members of the Family Counselor program on an annual basis to ensure their plan is updated when needed, and also to ensure that all assets stay in alignment with their plan. We also monitor their plan to ensure it is compliant with any changes in the law. Members of our Family Counselor program are kept informed on a regular basis through our seminar programs and client appreciation 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.
Each month we invite financial advisors to our office to discuss various current events relating to estate planning, asset protection and financial planning. You may sign up online for any of our Legal Smarts for Financial Advisors events.
- 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.
- 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.