Why You Don't Need an In-House Estate Planning Attorney to Offer Estate Planning as an Advisor скачать в хорошем качестве

Why You Don't Need an In-House Estate Planning Attorney to Offer Estate Planning as an Advisor

"We're a small firm. We don't have an attorney on staff. Can we still add estate planning services?" It's one of the most common questions advisors ask and the answer might surprise you! In this video, EncorEstate Plans sits down with Carrie Leontitsis, JD, an estate planning attorney who joined Drucker Wealth (a top RIA that recently switched to Encore from another major estate planning software) to hear her honest take for firms without in-house legal expertise. What You'll Learn: ✅ Why you don't need to hire an attorney to successfully offer estate planning ✅ The one thing that matters more than legal credentials: processes ✅ How Encore's dashboard keeps you organized across hundreds of clients in multiple states ✅ The phrase every advisor needs to get comfortable saying: "I can't answer that." ✅ How to use educational materials to stay in your lane and know when you've hit the edge ✅ The signal that tells you a client needs to be referred to outside counsel The Real First Step: When Carrie joined Drucker Wealth, she didn't immediately start creating estate plans. Her first priority? Building processes. Getting a handle on where every client stood, what documents they had, and what type of relationship the firm had with them. THAT foundation is what makes everything else work and it's something any firm can build, attorney or not. The Uncomfortable Truth About "Full Service": Advisors often want to position themselves as the answer to everything. But when it comes to estate planning, knowing where to stop is just as important as knowing where to start. Carrie explains why being willing to say "I really can't answer that" isn't a weakness—it's a requirement. And with the right educational resources, you'll rarely leave a client empty-handed. ☝ Think you need an attorney to offer estate planning? Think again. Book a demo with EncorEstate Plans and see how firms of all sizes—with or without in-house legal—are making estate planning part of their service model: https://www.encorestateplans.com/demo