Life Care Legal Counselors takes a collaborative process to serving our clients. By working with a network of trusted advisors that includes tax advisors, CPAs, insurance professionals, investment advisors, CFPs and financial consultants, we’re able to provide truly comprehensive estate planning. If you’re interested in working as part of our collaborative team, keep reading to learn all about our approach.
How We Can Work Together
While we are flexible in how we work with professional advisors, our preferred method is to have your client attend one of our free public estate planning workshops that are held at least twice a month. You are welcome to attend those workshops with your clients as well. Once your client has attended that workshop, they will be offered a complementary Vision Meeting at the Workshop. This meeting is where we will review their existing documents to see what they do and do not have. We will then help them determine what their estate planning values are and then review the options with them and make a recommendation based upon their situation and their estate plan values. We will then fully discuss our flat fee pricing with them for the options that they are considering. We end our consultations by presenting a retainer agreement that the client can either sign or take with them to review. You are always welcome at the Vision Meeting or any other meeting as long as the client is comfortable with you being there.
If for any reason your client is unwilling to attend the free workshop, we do offer Initial Consultation Meetings. However, we do charge $450.00 for that hour and a half meeting because we find that we spend a great deal of time during those meetings educating the prospect individually rather than in a group setting. And we also are then trying to help them understand their individual situation as stated above. Because all of that is going on, prospects are much less likely to become clients when they have this Initial Consultation meeting.
Once a prospect becomes a client, we have the Design Meeting where the details of the chosen planning option are decided. That occurs approximately two weeks after the Vision Meeting. A Signing Meeting occurs about two weeks after the Design Meeting. Depending on the complexity of the assets, there may be one more meeting called the Funding Meeting.