The perfect estate plan requires more than just an attorney. We are only one of the many players in the game. I admit, we like to be the quarterback and coordinate all of the professionals to optimally assist our clients. As long as one member of your team takes the lead, your plan has a much higher likelihood of being perfect.
Different people and situations call for different professionals. I am not the best fit for all people - I have my niche. So, it is best to have a depth and breadth of legal and financial professionals in your Rolodex. Some do well with retirees, others work better with young couples. We cannot be all things to all people and we shouldn’t try to be.
If you are a professional with too few entries in your little black book, consider coordinating a speed networking night at a local establishment. Trust me, most coffee houses or restaurants would welcome the task of helping you put together an event like this. Try spending six minutes with twenty or more new contacts. If you like someone, you might try lunch next week. Now is a great time to build that army of professionals who will best serve your clients.
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