Working with TuckerAllen
If you’re a financial planner, wealth advisor, accountant, or attorney who has clients in need of affordable estate planning, TuckerAllen welcomes your referral. Rest assured that our high-touch, client-focused service and top-quality estate planning product will support and complement your existing client relationship.
Respect for your client relationships
We are a turn-key piece of your valued, long-term financial advisory relationship with your client. Estate planning is all we do — be assured we respect this relationship.
Guiding your clients to the right estate plan
We look forward to partnering with you to guide your client to the proper Will or Trust plan that best fits their needs.
Staying involved in the TuckerAllen process
We welcome and encourage you to stay involved throughout the process — attending any and all meetings between your client and TuckerAllen. Or if you prefer, we are happy to handle the planning without your involvement.
Access to client estate plan documents
Your client can share access to their private portal for review of drafts and final documents. Through our virtual vault, these documents remain available indefinitely for any future updates you might recommend.
Deepening your trusted relationships
If you honor us by referring a client to us, rest assured that our goal will be to have the client thank you, even more so than us, for the quality product, value and experience that TuckerAllen provides them.
A client of TuckerAllen is anyone who: (1) is a citizen of the United States; (2) does not have assets held outside of the United States; (3) does not have a taxable estate (more than $5.45 million in net assets); (4) does not have a premarital agreement or divorce decree applicable to their estate disposition; (5) does not have beneficiaries who are permanently disabled, have a guardian or receive governmental disability support; and, (6) if married, is comfortable with their spouse being able to change his or her estate plan if he or she predeceases them.
Any potential client who visits TuckerAllen but who does not meet this suitability standard will be referred to Lewis Rice or other counsel.