A Note for Financial Advisors

A significant portion of our business is driven by referrals from financial advisors based in the Kansas City area. We believe this is because we have demonstrated a commitment to thoroughness and professionalism. To show our appreciation, we extend a generous discount to any clients referred to us by advisors. The client merely needs to inform us who sent them, so that we may provide you with any necessary assistance regarding their estate plan.

Estate planning is a team effort, and any plan is made more robust by the inclusion of advisors in multiple specialized fields. Any clients sent our way are encouraged, first and foremost, to consult with their respective advisors regarding their estate planning objectives. We handle the legal side of things, while deferring to your judgment when it comes to finance or tax matters.

Feel free to contact us with any questions about our services.

Thank you.