Staab Law – Partnering to Provide Comprehensive Estate Planning Solutions
At Staab Law, we collaborate closely with Certified Financial Planners™, investment advisors, financial consultants, insurance professionals, CPAs, and tax advisors to provide clients with holistic, effective estate plans. We believe that a team approach ensures our mutual clients receive the best guidance, minimizing risk and maximizing asset protection.
Our Approach
We prioritize education, efficiency, and clarity in the estate planning process, ensuring a smooth experience for clients and their advisors.
Initial Consultation Process
- Clients receive a short-form intake questionnaire before their first meeting, helping them organize their thoughts and allowing us to tailor discussions to their needs.
- At the consultation, we provide preliminary recommendations, discuss potential strategies, and offer a transparent fee quote.
- Clients are given a retainer agreement to review, with the option to sign at the meeting or take time for further consideration.
Implementation & Ongoing Communication
- Throughout the estate planning process, we maintain regular contact with clients and their financial professionals via phone, email, and in-person meetings to ensure alignment on objectives and implementation.
- We work closely with financial professionals to coordinate asset titling and beneficiary designations, ensuring plans are properly executed.
- Signing meetings are in-depth and client-focused—we walk through each document, ensuring a full understanding before execution.
Ongoing Client Support & Education
Estate planning isn’t a one-time event—it evolves as life changes. We help clients and their advisors stay informed through:
- Annual plan reviews to ensure continued effectiveness.
- Educational workshops and client events featuring estate planning insights.
- Regular newsletters and updates on legal and tax law changes affecting estate planning.
How We Work With You
We recognize that each financial professional has their own processes and preferences when working with clients. Our goal is to seamlessly integrate estate planning into your advisory services, ensuring a consistent, high-quality experience mutual clients.
We can work within your existing client process or collaborate to develop a customized approach that enhances client service. Our focus is to simplify estate planning while ensuring it aligns with your clients’ broader financial goals.
Resources for Financial Professionals
Joint Client Education
We offer:
- Custom presentations on estate planning, charitable giving, asset protection, and business succession planning.
- Client appreciation events where we co-host workshops for your clients on estate planning topics.
- A blog library featuring client-friendly educational articles on estate planning, available for your reference or sharing.
Monthly Estate Planning Insights
We provide a monthly estate planning newsletter specifically for financial professionals. This includes updates on relevant legal developments, planning strategies, and insights to help you guide your clients effectively. Subscribe online or contact us to be added to the list.
Let’s Work Together
We welcome the opportunity to collaborate with financial professionals to create comprehensive, strategic estate plans for clients. If you’d like to discuss how we can work together or plan a joint event, please contact us at 954-357-2809.