Estate Planning Resources for Financial Professionals
The Estate Planning Team at Linda Solash-Reed, P.L. • Orlando, Florida
At Linda Solash-Reed, P.L., 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 Team Approach
Linda offers all prospective clients referred to us by a fellow professional a complimentary initial consultation. With client permission, we encourage you to attend this initial consultation as well. If this cannot be arranged, we will seek the clients’ permission to discuss their estate planning with you afterward.
Linda will spend approximately an hour at the initial consultation. After listening to your clients’ needs, goals and plans, Linda will generally make estate planning recommendations.
After making her recommendations, Linda will quote a flat fee for design, drafting and implementation of the plans. The clients may choose to engage the firm by signing an engagement letter and making a 50 percent deposit, or they may take some time to reflect before moving ahead.
Once your clients choose to engage the firm, document drafts are prepared and sent to them for review. Drafts can also be shared with advisors at clients’ option. A follow-up meeting to sign the documents and begin plan implementation is then scheduled.
The signing meeting may be lengthy, as Linda thoroughly explains each document before it is executed. She will also go over the steps needed to implement the plan.
Once documents are signed, we work directly with our clients, or with you, or both, to ensure the appropriate funding or designations. We also keep our clients informed on a regular basis through our seminar programs and our monthly newsletters. 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.
Every professional organization has different processes, and different methods for interacting with clients. We are happy to work within your processes, or blend our respective methodologies. Our primary goal is to serve the needs of clients and we welcome the opportunity to serve them within the team environment.
- Client Education
Please visit our Blog for an online library of articles on issues related to estate planning. We have posted a number of articles suitable for use as hand-outs to your clients.
- 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, generation-skipping and other advanced topics, 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 issues, for professional advisors like yourself. You may subscribe online and we will add you to our monthly e-mail list.