Your client comes to your office and asks you if you can assist him in setting up an estate plan. You are not prepared for anything like that, so you duly recommend a law firm across town that is supposedly known to provide estate-planning services. You and your client go see the attorney to discuss the issues. The attorney says he can do the job. You wait to hear back.
Your Well Meaning Effort Goes Bad
Three months have come and gone, still no word about the completion of the estate plan. Finally, you were told that some kind of trust document was finally delivered; but your client doesn't know much about what he has purchased or what he is supposed to do with it. And you have no idea what is going on either. And, to your chagrin, you discover that the attorney made a recommendation to your client to meet with one his acquaintances about a “superior” investment opportunity. Your client is now confused, disappointed, and quite frustrated. He wanted you to help him… not run him around. And you are left wondering what happened.
A Different Scenario with a Very Happy Ending
Your client comes in to your office to discuss
estate-planning concerns that have been on his mind for some time and asks if
you can assist him. Why, yes, you sure can! You and your client walk
right down the hall to confer with a competent attorney - someone you know -
whom you have worked with on several occasions. You have complete
confidence that everything will be done right in a cost-effective and timely
manner, and be professionally transacted with no surprises.
But… It Never Seems to Work That Way
There is usually a big problem, however. Most planners/agents do not have a congruous, turnkey type of relationship or arrangement as described (above) with any attorney, anywhere. You can probably concur with that observation because of your own experiences. Can anything be done differently? Is there another way? The answer is YES!
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