For Financial Advisors
You've Told Clients to Get a Trust. How Many Actually Did?
You've had this conversation more times than you can count. The recommendation is right, the client agrees - and then months go by and the will is still unsigned, or the trust is sitting there unfunded. It usually isn't that they didn't listen. It's that nobody made the next step easy. That's the part we handle.
You're the Quarterback. We Handle the Legal Side.
You sit at the center of your client's financial life. You know the accounts, the goals, the family dynamics, and the things they'd never think to mention to an attorney they just met. When a plan comes together, you're the one calling it.
We're not trying to take that seat. Our job is to make sure the legal side is as taken care of as the parts you already have taken care of - documents drafted correctly, actually signed, and actually funded - so the plan you built works the way you designed it.
We also know what a referral costs you. Every time you send someone to Triangle Heritage, your name is on it. We want that client coming back to you saying it was the easiest part of the whole process.
How We Work With Advisors
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The appointment is booked before they leave your office
Instead of telling a client to go find an estate planning attorney, use our scheduling system to put a free, complimentary consultation on the calendar while they're still sitting across from you. No homework, no follow-up email that never gets opened.
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Secure file sharing from day one
We set up secure document sharing with your client at the start. When it comes time to retitle accounts and fund the trust, you have easy access to what you need instead of chasing paperwork months later.
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You're welcome in the meetings
If you'd like to sit in, please do. You have context we don't, and the planning is simply better when everyone is in the same room. We'd rather have you there than work around you.
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Your relationship stays yours
We're here to do the legal work, not to sell your client anything else. A referral should strengthen the relationship you've built, never put it at risk.
Schedule a Client Consultation
Book a complimentary consultation for your client right now - or for yourself, if you'd like to talk through how we work before you refer anyone. There's no cost and no obligation either way.
Let's Talk Before You Refer Anyone
I'd rather you know exactly who you're sending your clients to. Give me a call and we'll talk through how we work, what your clients can expect, and how to make trust funding painless on your end.