Once the estate work is complete, the process of executing the plan is critical. Once probate concludes, your client should be assured seamless financial management. The Samalin Group minimizes the stress, frustration and time that it takes to confirm asset transfers and develop a financial plan for their goals. Most importantly, we can act as their financial educator and advocate for their long-term success for your clients that may not be financially sophisticated.
Traditionally, the attorney has found this work to be unfamiliar, time-consuming, unbillable, not to mention fraught with risk. Through our professional partnership, you will be compensated for the myriad of details during and after this transition for years to come. This is done on a fully-disclosed, fully-transparent manner under all parties’ signatures, all at no additional cost to our mutual client. Please review our agreements for all the details. Click the button to get started.