Financial planners are responsible for their clients’ full financial picture, and they frequently advise and remind clients to create an estate plan as the last piece of the puzzle. Naturally, the client often asks, “Can you recommend an estate planning attorney?”
Savvy planners know that any recommendation they give will reflect on them, so they proceed carefully. They want their clients to receive a quality estate plan at a reasonable price and to have a satisfying experience. That’s where TuckerAllen can help.
Our estate plans are built from decades of legal experience and can be completed in about two weeks, from the initial consultation through the execution of the documents. The aspect of our firm that clients seem to appreciate most is our letting them know what the cost of our legal services will be, before they even book an appointment.
At every TuckerAllen location, the client experience is paramount and consistent. Your clients will have their phone calls returned promptly, they’ll be welcomed warmly, any questions will be answered pleasantly and thoroughly, and your clients will be treated professionally at every stage of the process in our beautiful, modern offices.
The TuckerAllen experience begins with our simple, clear website and convenient online booking (phone calls are welcomed too). Our attorneys have evening and weekend hours to accommodate clients’ work schedules. Clients needn’t bring anything to the initial consultation, which is free. And if a client decides to hire us, we can get the information we need on the spot. Both the will package and the trust package come with durable powers of attorney for property and healthcare and a beneficiary deed for the home. After the initial consultation, we’ll create the client’s plan and send the drafts to the client for review. Approximately two weeks from the initial consultation, the client will return to our office to execute the documents. It’s that quick and easy.
As financial planners, you are welcome to attend one or both meetings with your clients, whether as support or to have your own questions addressed. We welcome your referrals and will go out of our way to ensure that your clients are happy with their experience at TuckerAllen. We know that your clients’ trust is vital to you, and we want to support and strengthen your existing client relationships. We are confident that your clients will leave our offices with a smile and will actually thank you for sending them to us.