Working with TuckerAllen

If you’re a financial planner, wealth advisor, accountant, or attorney who has clients in need of accessible and affordable estate planning, TuckerAllen welcomes your referral. Rest assured that our high-touch, client-focused service and top-quality estate planning and Elder Law services will support and complement your existing client relationship.

Respect for your client relationships

We are a turnkey 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 legal services

We look forward to partnering with you to guide your client to ensure they have a plan that meets their unique 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.

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 service, value and experience that TuckerAllen provides them.