For Professional Advisors
At Formula Law, 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
Our approach is to first provide our clients with a short form electronic intake form. We ask our clients to fill out this intake form and submit 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 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.
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, or with you, or both, to ensure funding. We also keep our clients informed on a regular basis through our firm blog, vlog and subscription service. 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.
Your Approach
Our approach is to first provide our clients with a short form electronic intake form. We ask our clients to fill out this intake form and submit 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.
Resources
- Client Education
Please Visit Our Blog for an online library of articles on issues related to Estate Planning, Medicaid Planning, and Probate Law. We have posted a number of articles suitable for use as client education.
- 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, and other advanced topics, Medicaid Planning, Probate, business succession, or asset protection. Please call the office if you would like to plan a workshop or a “Client Appreciation Event. - Monthly Estate Planning E-Newsletter
Each month we produce an electronic newsletter, on estate planning, Medicaid Planning, and Probate issues, for professional advisors like yourself. You may Subscribe Online and we will add you to our monthly e-mail list.
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Get your plan in place now before it’s too late! Having a solid plan for your estate is an essential bedrock of protecting you and your family.