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The Power of a Dedicated Estate Planning Coordinator with Encore Partner Law Firm Ross&Matthews
Summary:
In this episode, Matt Morris, host of the Advisor's Guide to Estate Planning podcast, interviews John Saltarelli, a partner at Ross&Matthews, a law firm specializing in estate planning in Texas. John discusses the importance of having a dedicated estate planning coordinator on your team to help streamline the estate planning process and ensure that plans are properly funded.
Key Takeaways:
Benefits of a Dedicated Estate Planning Coordinator: John explains how a coordinator can alleviate some of the workload for financial advisors, allowing them to focus on building relationships and providing strategic advice to their clients.
Encore and Ross&Matthews Partnership: Matt and John delve into the collaboration between Encore, a company that provides online estate planning tools, and Ross&Matthews. Encore offers a state-specific attorney review option, where Ross Matthews attorneys can review and provide feedback on estate planning documents created through Encore's platform for clients in Texas.
Importance of Funding: John emphasizes the crucial role of funding estate plans to ensure they are effective and avoid probate costs.
Keeping Estate Plans Up-to-Date: John advises that estate plans should be reviewed periodically, especially after major life events, to ensure they remain current and effective.
Complexities Requiring Attorney Involvement: While Encore offers a user-friendly platform for basic estate planning needs, John acknowledges that some situations require the expertise of an attorney. He mentions specific scenarios such as blended families, high net-worth individuals facing estate tax issues, and individuals with beneficiaries receiving government assistance.
Financial advisors looking for estate planning resources in Texas can learn more about Ross&Matthews here.
Don't forget to subscribe, leave a review, and share this episode with your colleagues. For any questions or feedback, feel free to reach out to us at [email protected].
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By EncorEstate PodcastSummary:
In this episode, Matt Morris, host of the Advisor's Guide to Estate Planning podcast, interviews John Saltarelli, a partner at Ross&Matthews, a law firm specializing in estate planning in Texas. John discusses the importance of having a dedicated estate planning coordinator on your team to help streamline the estate planning process and ensure that plans are properly funded.
Key Takeaways:
Benefits of a Dedicated Estate Planning Coordinator: John explains how a coordinator can alleviate some of the workload for financial advisors, allowing them to focus on building relationships and providing strategic advice to their clients.
Encore and Ross&Matthews Partnership: Matt and John delve into the collaboration between Encore, a company that provides online estate planning tools, and Ross&Matthews. Encore offers a state-specific attorney review option, where Ross Matthews attorneys can review and provide feedback on estate planning documents created through Encore's platform for clients in Texas.
Importance of Funding: John emphasizes the crucial role of funding estate plans to ensure they are effective and avoid probate costs.
Keeping Estate Plans Up-to-Date: John advises that estate plans should be reviewed periodically, especially after major life events, to ensure they remain current and effective.
Complexities Requiring Attorney Involvement: While Encore offers a user-friendly platform for basic estate planning needs, John acknowledges that some situations require the expertise of an attorney. He mentions specific scenarios such as blended families, high net-worth individuals facing estate tax issues, and individuals with beneficiaries receiving government assistance.
Financial advisors looking for estate planning resources in Texas can learn more about Ross&Matthews here.
Don't forget to subscribe, leave a review, and share this episode with your colleagues. For any questions or feedback, feel free to reach out to us at [email protected].