For Financial Planners & CPAs

Work With The Estate Planning Experts

As a financial planner or CPA, you understand the importance of comprehensive estate planning for your clients. Estate planning is a complex and ever-changing field, and it can be challenging to keep up with all of the latest legal and tax-related developments. That’s where Emert | Yeom Law comes in. Our team of experienced estate planning attorneys can provide valuable support and guidance to financial planners and CPAs, helping you to better serve your client’s estate planning needs.

At Emert | Yeom Law, we work closely with financial planners and CPAs to develop customized estate planning strategies that align with their client’s unique financial goals and circumstances. We can provide guidance on a wide range of estate planning issues, including wills and trusts, business succession planning, tax planning, and charitable giving.

Our attorneys can also assist with the implementation of your client’s estate plans, including funding trusts, changing beneficiary designations, and updating asset ownership. We understand that estate planning is an ongoing process, and we are committed to providing ongoing support to ensure that your clients’ estate plans remain up-to-date and effective over time.

Our Estate Planning Process

At Emert | Yeom Law, we understand the importance of collaborating with financial planners and CPAs to develop comprehensive estate planning strategies for clients. We have developed a streamlined process for working with financial planners and CPAs to ensure that the estate planning process is efficient, effective, and seamless for clients.

Initial Consultation

The first step in working with financial planners and CPAs is to schedule an initial consultation. During this consultation, we will discuss your client’s estate planning goals and objectives, as well as their financial situation and any other relevant information. We will also provide an overview of our services and how we can support your practice.

Develop a Customized Plan

Based on the information gathered during the initial consultation, our experienced estate planning attorneys will develop a customized estate plan that meets your client’s needs. We will work closely with you to ensure that the estate plan aligns with your client’s financial goals and objectives and takes into account any tax implications.

Review and Refinement

Once we have developed a customized estate plan, we will review it with you and your client to ensure that it meets their needs and preferences. We will make any necessary refinements or adjustments to the estate plan based on feedback from you and your client.

Implementation

After the estate plan has been finalized, we will work with you and your client to implement the plan. This may include changing beneficiary designations, updating asset ownership, and funding trusts. We will provide ongoing support to ensure that the estate plan remains up-to-date and effective over time.

Ongoing Collaboration

At Emert | Yeom Law, we believe that estate planning is an ongoing process, and we are committed to working with you and your clients to ensure that their estate plans remain relevant and effective over time. We will stay in touch with you and your client to provide ongoing support and guidance as needed.

Partnering with Emert | Yeom Law can help you to better serve your client’s estate planning needs and enhance your practice’s overall value proposition. Contact us today to learn more about our services for financial planners and CPAs and how we can support your practice.

Our Service Area

While we are located in Duluth Georgia, we provide estate planning, real estate closings, and business law to clients from all around the metro Atlanta area including Buford, Suwanee, Lawrenceville, Duluth, Johns Creek, Alpharetta, and more. Contact us today when you need an experienced attorney to help you with any of these matters.