For Financial Advisors

Referring My Clients

Top-notch financial advisors are committed to their client’s comprehensive financial well-being.  Searles Law Office understands and shares that dedication.  Here are examples of when clients need to consider creating and changing their estate plans.

  •   As a family with young children
  •   Procurement of wealth or property
  •   As children reach maturity
  •   Retirement

You and your clients will be provided peace of mind knowing that we strive to build a relationship that leads to a partnership in the lifetime process of estate planning.  Below is an outline of issues and benefits provided to you when referring clients to Searles Law Office.

Issue: Lifetime management of assets in the event of incapacity.

Benefit: Knowing who will make the family financial decisions, and having a family attorney with whom to consult in the event of disputes. You will have the opportunity to work with the next generation by helping them manage inherited assets later.

Issue:  Health care matters

Benefit: This very personal aspect of your client’s estate planning will be properly accomplished.

Issue:  Probate avoidance

Benefit:  Ease estate or trust administration.

  • Avoiding the 6-24 month probate period with the attendant delays and
  • inconvenience.
  • Assurance that your client’s assets can be sold, distributed or utilized without court intervention.

Issue:  Capital gain tax management

Benefit: Ability to sell investment assets at the first death without significant tax concerns.

  • Proceeds from sale of real estate can be fully reinvested without significant capital gain taxes.

Issue:  Inheritance

Benefit: Improves ability to assist and advise the next generation.

  • Happy beneficiaries make the advisor’s life easier.
  • Many hours can be saved from dealing with an unplanned estate.
  • Avoiding errors and omissions claims.

Issue:  Client service

Benefit:  Heightened client satisfaction and improved retention.

  • Ease of communications with client’s attorney.
  • Attorney assistance in re-titling assets or completion of beneficiary designations.
  • Meetings can be held at advisor’s office or client’s home. Whatever is most convenient for the client.

 

 

 

 

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