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any people think that an estate planning attorney’s services are limited to document creation and probate guidance. But, your estate planning attorney is highly trained and experienced; and, therefore, is uniquely qualified to offer additional related services.
- Family meetings:
If you would like to have a multigenerational family meeting, your estate planning attorney would be happy to act as host. He can guide the meeting, explaining general estate planning concepts, answering questions, and addressing concerns.
Be sure to let your estate planning attorney know how much detail you feel is appropriate to disclose about your particular plan or financial numbers.
In the alternative, if you want to host your family meeting, your estate planning attorney can give you a bullet list of topics for discussion.
- Seminars:
Your estate planning attorney is used to teaching laypersons and professionals. If you need a seminar speaker, your estate planning attorney can help.
In addition, your estate planning attorney may hold seminars as part of his practice. Many clients find trustee training and estate planning seminars very helpful. They often bring those trusted helpers named in their plans such as trustees, executors, power of attorney agents, and guardians to the meetings.
- Referrals to allied professionals:
Your estate planning attorney works closely with financial advisors, CPAs, and insurance professionals. He can refer you to professionals that would be a good fit for you and serve as quarterback of your estate planning team. After all, estate planning is not a lone ranger sport.
In addition, clients often need referrals to real estate agents, real estate appraisers, asset appraisers, charitable entity directors, bankers, mortgage brokers, in home care providers, geriatric social workers, and the like.
Your estate planning attorney has a wealth of contacts and is happy to share them with you.
