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The Financial Advisor's Role In Estate Planning

To request a no-cost zoom estate planning design meeting: https://aeplaw.cliogrow.com/intake/71... Our national estate planning law firm website: https://rmestatelaw.com/ If you're a financial advisor who wants to enhance existing client relationships and secure future clients through your participation in helping your clients safeguard their legacy, click here to set up a 30-minute zoom meeting with estate planning attorney Paul Rabalais to discuss the win-win-win merits of an alliance between the wealth manager and our estate planning law firm which serves clients nationally: https://us02web.zoom.us/j/5349546456 00:00 The Wealth Manager's Role in the Estate Planning Process 2:00 Why Address the Financial Advisor's Role in Estate Planning 4:37 Mistakes That Occur 10:52 Role of Estate Planning Attorney 11:30 The Lifetime Value of a Client to a Financial Advisor 13:08 Opportunities When Financial Advisor Participates in Estate Planning 14:08 When the Financial Advisor Engages the Right Way in Clients' Estate Planning 26:58 Chat and Summary