I do my best to maintain positive relationships with financial professionals for the benefit of my clients. I feel it is important for any estate planning or probate attorney to make these contacts for a few reasons.
1) The ability to refer clients to people and/or businesses that can help them is important to me. When someone comes to me because a loved one has just passed and they need some place to open an estate account, I like to be able to refer them to a specific person at a specific bank that has a specific phone number. I don’t want my probate clients to struggle with trying to find a bank where, hopefully, someone can answer their questions.
2) Knowing other professionals can make the probate and estate planning process quicker. Unfortunately, probate administration is a lengthy process. I do my best to make it as quick and painless for my clients as possible. No one, including myself, likes calling “1-800” customer service numbers to try to get information about accounts. Knowing local professionals means that your information will reach them quicker and any necessary changes or additions can be expedited.
3) The ability to advise clients on who to avoid is sometimes more valuable than a good referral. Years of experience dealing with banks and other financial institutions has trained me on recognizing probate pitfalls. I can tell you which banks or financial institutions make probate an unnecessarily difficult process.
If your attorney can’t provide you with a list of associated professionals that can help make your life easier, you might want to consider finding an attorney that can.
Thanks for taking the time to read this and please don’t hesitate to contact my office to see what I can do for you.