At Jason English Law, we understand that estate planning is most effective when it integrates seamlessly with financial, tax, and insurance strategies. That's why we work closely with Certified Financial Planners™, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and tax advisors to provide clients with comprehensive and effective estate plans.
Why a Team Approach?
- Are your clients concerned about protecting their wealth for the next generation?
- Do they have assets that need proper titling or trust funding to avoid probate?
- Are they worried about taxes, creditor protection, or ensuring their loved ones are financially secure?
By working together, we can address these concerns from both a legal and financial perspective, ensuring the most holistic and strategic estate planning solutions for our mutual clients.
Our Process: How Do We Make Estate Planning Easy for Your Clients?
Step 1: The Initial Consultation
- Do your clients know where to start with estate planning?
- Are they unsure about whether a will-based plan or a trust-based plan is the right choice?
- Would they feel more comfortable discussing their options before making a commitment?
We offer a free initial consultation where we walk clients through their options and provide a clear fee quote.
Step 2: The Design Process
Once retained, we guide clients through a structured but simple process:
- Client Questionnaire – How can we tailor their plan without understanding their full financial picture? Our questionnaire helps clients organize their assets, decision-makers, and long-term goals.
- Design Call with an Attorney – Are they considering the right successor trustee? Have they thought about incapacity planning? We walk them through these crucial choices before drafting their plan.
Step 3: Implementation & Communication
- Do clients fully understand the documents they are signing?
- Have they properly funded their trust or designated beneficiaries to align with their estate plan?
- Are they prepared for life changes that may impact their plan in the future?
We believe no client should sign a document without full comprehension. That's why we dedicate significant time to explaining each section and answering all questions during the signing process.
After execution, we work with clients and their financial professionals to ensure all assets are correctly aligned with their plan. We also maintain ongoing communication through newsletters and updates about legal changes, tax updates, and planning reminders.
Your Process: How Can We Best Support Your Clients?
- Do you prefer to be involved in estate planning discussions, or would you like us to take the lead?
- Would you like to co-host educational workshops for your clients on estate planning essentials?
- Are you interested in providing additional value by integrating legal planning into your financial services?
Every firm has a different process, and we are happy to adapt to your preferred way of working. Our primary goal is to provide seamless, value-driven estate planning for your clients.
Joint Marketing & Educational Events
- Would your clients benefit from an estate planning workshop?
- Do they have common concerns about probate, trusts, or tax implications that we could address together?
- Would co-branded resources help you add value to your services?
We welcome opportunities to collaborate on educational events, webinars, and workshops. If you're interested in providing estate planning education for your clients, let's talk!
Let's Work Together to Protect Your Clients' Futures
Reach out today to discuss how we can partner to provide comprehensive estate planning services to your clients in Austin, Texas.
