Estate Planning Resources for
Financial Professionals

Estate Planning at The Law Office of Brian C. Perlin, P.A.

in Coral Gables, Florida

At the law office of Brian C. Perlin, P.A., I 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. I believe the team approach provides our mutual clients with the most comprehensive, realistic and effective estate plan.

My Approach

My approach is to provide my clients with a short form questionnaire and welcome kit. I ask my clients to fill out this questionnaire and send it to me prior to the first consultation. This not only facilitates a more productive first meeting, but helps my clients focus on the issues and decisions they must make in order to develop the most effective plan to meet their goals.

At the initial consultation I provide the client with my general recommendations and a fee quote for the services I will be providing. They will be provided with a retainer agreement which they may sign at the meeting, or take with them for review and signature.

During the implementation phase, there is ongoing communication with the client, which may involve obtaining additional documentation, clarifying goals and information, and discussing options and tradeoffs. I use all appropriate avenues of communication: phone, email, and in-person meetings. I firmly believe that ongoing communication is an essential element of developing an effective plan, and building a life-long relationship with my clients.

We also believe that no client should sign any document without a comprehensive understanding of its content and the ramifications thereof. To that end, I dedicate a significant amount of time to the signing of documents. It allows me to explain each section of the plan, and answer any questions that have come up in the process.

Once documents are signed, I work directly with my clients, or with you, or both, to ensure funding. I also keep my clients informed on a regular basis through my seminar programs and my annual client appreciation reception. Through these regular touch points I 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.

Your Approach

Every professional organization has different processes, and different methods for interacting with clients. I am happy to work within your processes, or blend our respective methodologies. My primary goal is to serve the needs of clients and I welcome the opportunity to serve them within the team environment.

Resources

Joint Marketing

• Client Education
  Please visit the Newsletter Archive for an online library of articles on issues related to estate planning. I have posted a number of articles suitable for use as hand-outs to your clients.
• Joint Marketing
  I am 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 I send an electronic newsletter, on estate planning issues, for professional advisors like yourself. You may subscribe online and I will add you to my monthly e-mail list.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.