Financial Advisors and Estate Planning Attorneys Guide to Working Together

By Scott Huff, RIA River Wealth Management and CEO of Yourefolio

In my role as CEO of an estate planning software, I often hear complaints from both professionals about working together.  Spoken from experience, when working a case with another professional, there is always a chance for some confusion.  Most of the time, from my experience, it has been extremely pleasurable.  It really comes down to a common understanding when working with each other to make the experience good for both  professionals and outstanding for the client.

In the subject of estate planning, financial advisor referrals can be a great source of business for an attorney.  Typically, a client is touched by both professionals during the process.  Developing an understanding from both points of view is imperative to a good working relationship.  Here are a few tips I have gathered over the years to guide professionals at a good working relationship...download to read the rest of the white paper