{"id":100,"date":"2015-11-19T17:45:20","date_gmt":"2015-11-19T17:45:20","guid":{"rendered":"http:\/\/ssslegalconsultancy.com\/?page_id=100"},"modified":"2017-09-11T03:46:23","modified_gmt":"2017-09-11T11:46:23","slug":"financial-professionals","status":"publish","type":"page","link":"https:\/\/ssslegalconsultancy.com\/resources\/financial-professionals\/","title":{"rendered":"California Estate Planning Resources for Financial Professionals"},"content":{"rendered":"<h4>Los Angeles, Calabasas, Westlake Village and San Fernando Valley Estate Planning Firm<\/h4>\n<hr \/>\n<h1>Our Process For Working With Professional Advisors<\/h1>\n<div style=\"float: right; padding-top: 50px;\"><iframe loading=\"lazy\" class=\"\" style=\"padding-left: 20px;\" src=\"https:\/\/www.youtube.com\/embed\/kBrH5tLzYlg?rel=0\" width=\"350\" height=\"185\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><iframe loading=\"lazy\" class=\"\" style=\"padding-left: 20px;\" src=\"https:\/\/www.youtube.com\/embed\/Mi6eTmCQqh8?rel=0\" width=\"350\" height=\"185\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<h4>The Estate Planning Team<\/h4>\n<p>At SSS Legal and Consultancy Services, APC, we work collaboratively with other professional advisors, including Certified Financial Planner\u2122 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.<\/p>\n<p>&nbsp;<\/p>\n<p>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.<\/p>\n<p>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\u2019s 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.<\/p>\n<h4>Opportunities to Work Together<\/h4>\n<ul>\n<li><strong>Joint Marketing:<\/strong>\u00a0In 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 <a title=\"Contact Us At Our California Estate Planning Office\" href=\"\/contact\/\">contact us<\/a> to begin communication about joint marketing.<\/li>\n<li><strong>Monthly Estate Planning E-Newsletter:\u00a0<\/strong>Each month we produce an electronic newsletter on estate planning issues for professional advisors like you. You may <a href=\"\/newsletters\/\">subscribe online<\/a> and we will add you to our monthly e-mail list.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>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, APC, we work collaboratively with other professional advisors, including Certified Financial Planner\u2122 Practitioners, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and tax advisors as [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":8,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>California Estate Planning Resources for Financial Professionals - SSS Legal &amp; Consultancy Services<\/title>\n<meta name=\"description\" content=\"SSS Legal &amp; Consultancy Services provides California Estate Planning Resources for Financial Professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ssslegalconsultancy.com\/resources\/financial-professionals\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"California Estate Planning Resources for Financial Professionals - SSS Legal &amp; Consultancy Services\" \/>\n<meta property=\"og:description\" content=\"SSS Legal &amp; Consultancy Services provides California Estate Planning Resources for Financial Professionals\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ssslegalconsultancy.com\/resources\/financial-professionals\/\" \/>\n<meta property=\"og:site_name\" content=\"SSS Legal &amp; Consultancy Services\" \/>\n<meta property=\"article:modified_time\" content=\"2017-09-11T11:46:23+00:00\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ssslegalconsultancy.com\/resources\/financial-professionals\/\",\"url\":\"https:\/\/ssslegalconsultancy.com\/resources\/financial-professionals\/\",\"name\":\"California Estate Planning Resources for Financial Professionals - SSS Legal &amp; Consultancy Services\",\"isPartOf\":{\"@id\":\"https:\/\/ssslegalconsultancy.com\/#website\"},\"datePublished\":\"2015-11-19T17:45:20+00:00\",\"dateModified\":\"2017-09-11T11:46:23+00:00\",\"description\":\"SSS Legal & Consultancy Services provides California Estate Planning Resources for Financial Professionals\",\"breadcrumb\":{\"@id\":\"https:\/\/ssslegalconsultancy.com\/resources\/financial-professionals\/#breadcrumb\"},\"inLanguage\":\"en\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/ssslegalconsultancy.com\/resources\/financial-professionals\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/ssslegalconsultancy.com\/resources\/financial-professionals\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/ssslegalconsultancy.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"California Estate Planning and Business Planning Resources\",\"item\":\"https:\/\/ssslegalconsultancy.com\/resources\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"California Estate Planning Resources for Financial Professionals\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/ssslegalconsultancy.com\/#website\",\"url\":\"https:\/\/ssslegalconsultancy.com\/\",\"name\":\"SSS Legal &amp; Consultancy Services\",\"description\":\"Sophisticated, Solutions, Simplified\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/ssslegalconsultancy.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"California Estate Planning Resources for Financial Professionals - SSS Legal &amp; Consultancy Services","description":"SSS Legal & Consultancy Services provides California Estate Planning Resources for Financial Professionals","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/ssslegalconsultancy.com\/resources\/financial-professionals\/","og_locale":"en_US","og_type":"article","og_title":"California Estate Planning Resources for Financial Professionals - SSS Legal &amp; Consultancy Services","og_description":"SSS Legal & Consultancy Services provides California Estate Planning Resources for Financial Professionals","og_url":"https:\/\/ssslegalconsultancy.com\/resources\/financial-professionals\/","og_site_name":"SSS Legal &amp; Consultancy Services","article_modified_time":"2017-09-11T11:46:23+00:00","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/ssslegalconsultancy.com\/resources\/financial-professionals\/","url":"https:\/\/ssslegalconsultancy.com\/resources\/financial-professionals\/","name":"California Estate Planning Resources for Financial Professionals - SSS Legal &amp; Consultancy Services","isPartOf":{"@id":"https:\/\/ssslegalconsultancy.com\/#website"},"datePublished":"2015-11-19T17:45:20+00:00","dateModified":"2017-09-11T11:46:23+00:00","description":"SSS Legal & Consultancy Services provides California Estate Planning Resources for Financial Professionals","breadcrumb":{"@id":"https:\/\/ssslegalconsultancy.com\/resources\/financial-professionals\/#breadcrumb"},"inLanguage":"en","potentialAction":[{"@type":"ReadAction","target":["https:\/\/ssslegalconsultancy.com\/resources\/financial-professionals\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/ssslegalconsultancy.com\/resources\/financial-professionals\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/ssslegalconsultancy.com\/"},{"@type":"ListItem","position":2,"name":"California Estate Planning and Business Planning Resources","item":"https:\/\/ssslegalconsultancy.com\/resources\/"},{"@type":"ListItem","position":3,"name":"California Estate Planning Resources for Financial Professionals"}]},{"@type":"WebSite","@id":"https:\/\/ssslegalconsultancy.com\/#website","url":"https:\/\/ssslegalconsultancy.com\/","name":"SSS Legal &amp; Consultancy Services","description":"Sophisticated, Solutions, Simplified","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/ssslegalconsultancy.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en"}]}},"_links":{"self":[{"href":"https:\/\/ssslegalconsultancy.com\/wp-json\/wp\/v2\/pages\/100"}],"collection":[{"href":"https:\/\/ssslegalconsultancy.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/ssslegalconsultancy.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/ssslegalconsultancy.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ssslegalconsultancy.com\/wp-json\/wp\/v2\/comments?post=100"}],"version-history":[{"count":23,"href":"https:\/\/ssslegalconsultancy.com\/wp-json\/wp\/v2\/pages\/100\/revisions"}],"predecessor-version":[{"id":4130,"href":"https:\/\/ssslegalconsultancy.com\/wp-json\/wp\/v2\/pages\/100\/revisions\/4130"}],"up":[{"embeddable":true,"href":"https:\/\/ssslegalconsultancy.com\/wp-json\/wp\/v2\/pages\/8"}],"wp:attachment":[{"href":"https:\/\/ssslegalconsultancy.com\/wp-json\/wp\/v2\/media?parent=100"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}