The Browne Firm is proud to work closely with Certified Financial Planners 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 plans.
OUR APPROACH
How We Offer Service to Your Clients in the New York Metro Area & Westchester County
When clients reach out to The Browne Firm for help with their estate plans, we will provide them with a short questionnaire to get a sense of their need for an estate plan and the scope of what your clients want to accomplish. We ask clients to submit the questionnaire at least 48 hours prior to the initial consultation. This will help us streamline the conversation during an initial consultation so that we can more directly offer ways in which we can help them achieve their goals.
If the client submits the questionnaire prior to the initial consultation, we can provide general recommendations along with a quote for the services we’ll provide to meet their needs. The recommendations and quote will come with an engagement letter, which when signed will formerly lock them in as our client. They don’t have to sign the engagement letter immediately and there is no pressure to do so. We welcome clients who wish to take it home for review to do so and sign later.
If you wish to work together on a client’s estate plan, reach out to The Browne Firm online or schedule a Virtual Coffee.
Ongoing Communication
Once the engagement letter is signed and submitted to us, they’re officially our client and can benefit from the high-quality services we offer. They can expect ongoing communication with our attorney, which can involve the following:
- Requests for additional documents
- Refining and clarifying their goals
- Discussing their legal options
- Making necessary compromises
We strive to be as reachable as possible, which is why we’re open to using avenues of communication such as email, phone, video conferencing, and in-person meetings. We know it’s important to clients to feel like they can reach us when needed by almost any means, which is why we try to make that happen as often as possible. We believe in facilitating an ongoing conversation with our clients because we know it’s an essential part of helping them create the most effective estate plan that’s possible for them.
The Client’s Understanding Matters
The Browne Firm believes that each client should fully understand what they’re signing before they do so. We are dedicated to making sure each client understands what they are legally committing to, and to that end, we provide time at the Signing Ceremony to go over exactly what they are agreeing to. We will carefully explain each section of their estate plan and answer any questions the client may have during this process. Once the signing is complete, we will work directly with the client to ensure funding.
LET’S WORK TOGETHER AS A TEAM
Everyone in business has their own way of doing things and interacting with clients. The Browne Firm has its ways, and no doubt you have yours. Regardless, we are happy to adapt how we do things to align with your established processes. If blending our respective methodologies is in the client’s interest, we’re also more than welcome to work out a detailed plan of action.
No matter what, our first concern is making sure your client gets the high-quality estate planning service they need from us. Our clients, and you, will benefit from regular communications from us through our webinar programs and newsletter.
Other Resources We Provide
The Browne Firm believes in being a go-to source for legal assistance with estate planning for your clients, which is why we provide several effective means of outreach to help you understand what we can offer your clients.
We offer the following resources:
- Client Education – We provide a blog that delves into niche and interesting topics that include estate planning. This self-published online library is free to view for everyone.
- Joint Marketing – If you’re a financial planning professional who would like to speak to your clients about their estate planning options, we can be proud partners in providing people with the estate planning services. We can meet the needs of those who need basic plans, charitable giving strategies, business succession, asset protection, generation-skipping, and other nuanced topics. Contact us to find out how we can plan a workshop or Client Appreciation Event to market our joint services.
- Monthly Newsletter – Every month, we compile a newsletter full of content about estate planning for professional advisors like you. Subscribe now to stay informed!
If you’d like to learn more about our approach when it comes to working with financial advisors like you on your clients’ estate plans, let’s have a Virtual Coffee.
ESTATE PLANNING COLLABORATION – THE ADVISORS ADVANTAGE WEBINAR SERIES
Topic: Loyal and Lasting: Client Relationships through a Multidisciplinary Portfolio Solution
Why You Should Attend: Financial and wealth planning solutions built using the combined talents and insights from a team of specialists produces higher client satisfaction, greater stability, and lasting relationships. Moreover, multidisciplinary solutions have become a competitive mandate as large advisory firms have incorporated legal, advisory, accounting, and insurance capabilities internally.
Key Takeaways:
- Forming multidisciplinary, collaborating teams allows small- to mid-sized practitioners to vigorously compete with much larger firms.
- Client solutions are more robust as each team member contributes knowledge, skills and insights that otherwise would be missing.
- Multidisciplinary teams produce thriving business models as the marketing footprint expands for each practitioner.
Webinar Series
Sign up for each webinar by clicking the links below:
The Foundation of Estate Planning – Wills, Living Trusts, and Funding
DATE: Wednesday, July 22nd 2020
Time: 11:00 AM EDT
The session will focus on:
- Understanding the counseling issues involved in most estate plans
- The elements of a typical will and living trust
- Why all estate plan require asset management
Estate Planning for Business Owners
DATE: Wednesday, August 5th 2020
Time: 11:00 AM EDT
The session will focus on:
- Elements of a business succession plan including the unmet financial planning gaps.
- How to position your practice as an essential piece of your business clients’ “business life cycle.”
Conducting Estate Planning Reviews -Tools for the Financial Professional
DATE: Wednesday, August 26th 2020
Time: 1:00 PM EDT
The session will focus on:
- How to incorporate effective estate planning reviews into your process with your clients and prospects
- How estate planning reviews lead to additional assets under management and financial solutions.
Comprehensive Planning – Niche Based Strategies
DATE: Wednesday, September 2nd 2020
Time: 1:00 PM EDT
The session will focus on:
- Understanding many of the most popular niche planning strategies.
- How to plan for a client’s entire estate, including digital assets, firearms, and pets.
Advanced Planning Essentials
DATE: Wednesday, September 16th 2020
Time: 2:00 PM EDT
The session will focus on:
- How advanced estate planning can preserve large estates through estate and gift tax planning, charitable planning and asset protection planning.
Professional Collaboration – The Team Approach to EP and Spotting Issues
DATE: Wednesday, September 30th 2020
Time: 2:00 PM EDT
The session will focus on:
- Identifying estate planning needs as you interact with clients on a weekly basis
- Where your products and services create solutions
