Estate Planning Resources for Financial Professionals

The Estate Planning Team at Salines-Mondello Law Firm, PC • Wilmington

If you’re a financial professional who is helping a client plan for the future, Salines-Mondello Law Firm, PC here is here to help. We’ll work with you to not only provide valuable legal input, but to ensure our mutual clients have the most comprehensive estate planning services available.

We believe in taking a team approach to our clients’ estate planning and are experienced in working with other professional advisors, including:

  • Certified Financial Planner™ Practitioners
  • Investment advisors
  • Financial consultants
  • Insurance professionals
  • Certified Public Accountants
  • Tax advisors
  • Other financial professionals

By maintaining open communication with our clients and you, we strive to provide clients with effective meetings, holistic legal advice, and services backed by financial professionals.

Our Approach to Estate Planning

Salines-Mondello Law Firm implements a proven strategy to help clients with their estate planning needs. Our process heavily involves the support of a financial planning team. In return, we are able to provide tailored legal advice and decision-making for both the client and the financial professionals with whom we work.

To best serve our clients and their financial team, we:

  • Preview the client’s case. The first step in our financial estate planning process is to have the client fill out a welcome kit questionnaire before any consultation takes place. This facilitates a more productive first meeting, and can help us narrow down the client’s goals.
  • Provide an estimate. At our initial consultation, we provide the client with general recommendations and a fee quote for the services we’ll provide. They will sign or take home a retainer agreement.
  • Stay in constant contact. While we implement the services the client has agreed upon, we’ll maintain ongoing communication with the client to ask clarifying questions, obtain additional documents, and discuss options and tradeoffs.
  • Keep the client informed. We don’t believe a client should sign any document without fully understanding its content and ramifications. Thus, we dedicate a significant amount of time to helping clients sign the documents, explaining each section of the plan and answering any questions the client may have.
  • Work with you. Once the client has signed their estate planning documents, we don’t hesitate to work with both them and you to ensure funding/asset alignment is completed properly. We also provide ongoing support to clients through our seminar programs and annual client appreciation reception.

At Salines-Mondello Law Firm, we understand that every professional organization has different processes when it comes to handling estate planning. We’re happy to work within your processes, or blend our respective methodologies. We welcome the opportunity to serve our clients in a team environment.

Estate Planning Resources for Financial Professionals

Our firm is happy to provide comprehensive estate planning resources to clients and financial professionals alike. For more information:

  • Contact us if you’d like our estate planning attorneys to work with or speak to your clients about estate planning issues, including basic estate planning, charitable giving strategies, generation-skipping and other advanced topics, business succession, or asset protection.
  • Schedule a workshop with our knowledgeable estate planning attorneys to better equip your team to handle estate planning needs, or plan a “Client Appreciation Event.”
  • Read our monthly newsletter, which addresses a number of estate planning issues for professional advisors. You can subscribe online and we’ll add you to our monthly list.

Whether your client needs estate planning legal support or you’d like a legal team at hand for all your estate planning questions in North Carolina, Salines-Mondello Law Firm is ready to serve. Get in touch today at (910) 777-5734 to gain access to the estate planning resources you – and your client – may need.

We’d Love to Talk to You!

If you have a question, a comment, or simply want to have a conversation and explore how we can help, we’d love to hear from you.