Back Office Estate Planners

[RClark]

A few years ago I was communicating with a firm that offered back office estate planning for Financial Planners. They would assist you with case design and implementation for Financial Planners that did not specialize in this area. They offered to work strictly anonymous as far as the client is concerned.Is anyone familiar with this company or one that offers the same services?

[Roy G]

Where are you located? Sagemark used to do that but there are generally one or two independents in each major market that are willing to cooperate.


RCG

[RClark]

Thnks for the reply. I'm in Memphis, TN.

[Lucullus]

I offer back office estate planning services to advisors who have the WealthTec software, as well as training services in that program. But I don't do back office EP work for advisors who don't have that software.

John Olsen

[RClark]

John,


I'm not familiar with that software, but I'm willing to look into it and speak further with you about your services. Maybe we can set up a call for one day next week. I'm available any day after Monday. The office number is (901) 209-4015. Thanks for your assistance.

[assetprotectionlawyer]

I just think that we all know that going into your first meeting with an estate planner can be a little unsettling as you don't really know what to expect. However, being prepared and doing some research could lead to a more productive meeting, save you money, and allow you clearly plan out your goals for the future. Mr Reed of assetprotectionlawyer has just given me tips and advices how to to this. But base on your experience I'm not familiar with the one that you have encountered. It surely has something.

Jack Black