Estate Planning Resources for Professional Advisors in Republic & Aurora and The Missouri Ozarks
The Estate Planning Team at Ozarks Legacy Law • Southwest Missouri
At Ozarks Legacy Law, we work closely with many professional advisors in southwest Missouri and throughout the Ozarks, including Certified Financial Planner™, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, community leaders and tax advisors as part of the client’s estate planning team.
We believe the team approach provides our mutual clients with the most comprehensive, realistic and effective estate plan. We believe in treating others as we like to be treated and leaving our client’s better off than when they first walked through our door.
We are a different law firm. Quite different! We are available and accessible in ways other lawyers (the one’s going to court all the time) simply can’t.
We don’t bill clients for the time needed to take care of their estate planning solutions. We don’t charge clients to meet with us to see if they want to hire us. We have guaranteed No-Surprise Billing. So, please don’t think you’ll call our office and we send a bill to the client for our emails or phone calls. Our clients love this approach.
Prior to our First Meeting, clients can complete a short form questionnaire and receive Ozarks Legacy Law Welcome Kit. We ask 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. They 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. We use all appropriate avenues of communication: phone, email, and in-person meetings. We firmly believe that ongoing communication is an essential element of developing an effective plan, and building a life-long relationship with our clients.
We also believe that no client should sign any document without a comprehensive understanding of its content and the ramifications thereof. To that end, we dedicate 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, we work 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.
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.
Joint Marketing & Speaking Opportunities
- Client Education
We gladly will discuss speaking at events and with community groups. We know information on estate planning is confusing and we seek to remove the mystery of what’s important and what is merely a myth. 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.
- 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 office 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.