Estate Planning Resources for Financial Professionals

Richmond Estate Planning Attorney Charles Nance 

At The Nance Law Firm, we work closely with other professional advisors, including Certified Financial Planner™ Practitioners, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and tax advisors as part of the estate planning team. Attorney Charles Nance believes the team approach provides our mutual clients with the most comprehensive, realistic and effective estate plan.

The Nance Law Firm Approach

Our approach is to provide our clients with a short form questionnaire and welcome kit. Our legal office asks our clients to fill out this questionnaire and send it to us prior to the first consultation. This not only facilitates a more productive first meeting, but helps our clients focus on the issues and decisions they must make in order to develop the most effective plan to meet their goals.

At the initial consultation, we provide the client with our general recommendations and a fee quote for the services we will be providing. Clients will be provided with a retainer agreement which they may sign at the meeting, or take with them for review and signature.

During the implementation phase, there is ongoing communication with the client, which may involve obtaining additional documentation, clarifying goals and information, and discussing options and tradeoffs. Lawyer Charles Nance uses all appropriate avenues of communication: phone, email, and in-person meetings. Our law firm firmly believes that ongoing communication is an essential element of developing an effective plan, and building a life-long relationship with our clients.

The Nance Law Firm also believes that no client should sign any document without a comprehensive understanding of its content and the ramifications thereof. To that end, our team dedicates a significant amount of time to the signing of documents. It allows us to explain each section of the plan, and answer any questions that have come up in the process.

Once documents are signed, our Richmond estate planning attorney Nance works directly with our clients, or with you, or both, to ensure funding. We also keep our clients informed on a regular basis through our seminar programs and our annual client appreciation reception. Through these regular touch points we keep clients informed about changes in the law that might affect them, and remind them to monitor their plans with regard to major life events.

Financial Professionals’ Approach

Every professional organization has different processes, and different methods for interacting with clients. We are happy to work within your processes, or blend our respective methodologies. Our primary goal is to serve the needs of clients and we welcome the opportunity to serve them within the team environment.

Resources

Joint Marketing

• Client Education
  Please visit our Blog for an online library of articles on issues related to estate planning. We have posted a number of articles suitable for use as client education. Our firm also features an Estate Planning FAQ page.
• Joint Marketing
  We are happy to work with you to speak to your clients or prospects on estate planning issues, including basic estate planning, charitable giving strategies, generation-skipping and other advanced topics, business succession, or asset protection. Please call The Nance Law Firm office at (804) 213-3007 if you would like to plan a workshop or a “Client Appreciation Event.”
• Monthly Estate Planning E-Newsletter
  Each month we produce an electronic newsletter, on estate planning issues, for professional advisors like yourself. You may subscribe online and we will add you to our monthly e-mail list.