California Estate Planning Resources for Financial Professionals

Los Angeles, Calabasas, Westlake Village and San Fernando Valley Estate Planning Firm


Our Process For Working With Professional Advisors

The Estate Planning Team

At SSS Legal and Consultancy Services, we work collaboratively 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. We believe the team approach provides our mutual clients with the most comprehensive, realistic and effective estate plan.

 

To that end, we encourage our clients to invite their professional advisors into the estate planning process. Moreover, once involved, we strive to keep you informed and involved at all stages of the estate planning process.

Once documents are signed, we work directly with our clients and their professional advisors to ensure funding. We also keep our clients informed on a regular basis through our law firm’s estate planning newsletter. 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.
 

Opportunities to Work Together

  • Joint Marketing: In our experience, educated clients tend to be the happiest clients. We are happy to work with you to educate your clients or prospects on estate planning issues, including basic estate planning, charitable giving strategies, probate avoidance, business succession, or asset protection. Please contact us to begin communication about joint marketing.
  • Monthly Estate Planning E-Newsletter: Each month we produce an electronic newsletter on estate planning issues for professional advisors like you. You may subscribe online and we will add you to our monthly e-mail list.