Results may vary depending on your particular facts and legal circumstances.
No aspect of this advertisement has been approved by the Supreme Court of New Jersey.
A description of the selection methodology can be found here.
At Norris McLaughlin, P.A. we work closely 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.
Our Approach
Our approach is to provide our clients with a short form questionnaire and 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.
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 are happy to meet with clients in their homes or your office if it is more convenient. 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, and their professional advisors to ensure that all beneficiary designations and trust funding is aligned with the plan. Through 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.
Your Approach
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.
COMMUNITY ENGAGEMENT AND EDUCATION
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