At MEREDITH PC, we work closely with other professional advisors, including Financial Advisors, 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 plans.
Our approach is to provide our clients with a New Client - Family Wealth Inventory and Assessment Sheet. We ask our clients to complete the Information Sheet that best covers their estate planning needs and bring it with them to the first consultation. This not only facilitates a more productive first meeting, but helps our 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, we provide our clients with our general recommendations and a fee quote for the services we will be providing.
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. We use all appropriate avenues of communication: phone, email, and in-person meetings. We firmly believe that ongoing communication is an essential element of developing an effective plan, and building a life-long relationship with our clients.
We also believe that no client should sign any document without a comprehensive understanding of its content and ramifications. To that end, we dedicate a significant amount of time to the signing of documents. It allows us to explain each section of the plan, and answer any questions that have come up in the process.
Once documents are signed, we work directly with our clients, or with you, or both, to ensure funding. We also keep our clients informed on a regular basis through our monthly email 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 our 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.
- 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 to the advisor eNewsletter and we will add you to our monthly e-mail list.