The Only Email An Estate Planning Attorney Needs To Generate Unlimited Referrals To Their Financial Advisor Partner
Estate Planning Atty. To The Financial Advisor: For Tax & Financial Advice
COPY & PASTE THE TEXT BELOW (Make Edits As Necessary)
It was a pleasure to speak with you. I wanted to follow up with you because there are many tax and financial considerations involved in an estate plan. How is your relationship with your financial advisor who specializes in estate planning? This is a very important aspect that we should address as soon as possible.