Are you an attorney admitted to practice in Kansas and/or in Missouri, but do not provide estate planning services to your clients? We would welcome an opportunity to accept your referrals or, if you prefer, to work with you as “co-counsel” to serve the estate planning needs of your clients. Please call the office or send an email to firstname.lastname@example.org and we will explore which approach best serves the needs of your clients and your firm.
Are you an attorney who is not admitted to practice in Kansas and/or in Missouri attorney, but have need for local counsel to prepare a deed or otherwise assist with estate planning services? If yes, then please call the office or send an email to email@example.com and we would welcome an opportunity to do whatever we can to assist.
As an estate planning law firm, we work closely with financial professionals, including Certified Financial Planner® practitioners, investment advisors, financial consultants, insurance agents, Certified Public Accountants, and public accountants.
We believe the team approach provides our clients with the most comprehensive, realistic and effective estate plan. To that end, we strive to keep you informed and involved at all stages of the estate process. Because Kyle has been a Certified Financial Planner® certificant since 1991, we understand the financial planning process and therefore are better positioned to work as a team member with you and your clients.
We would appreciate an opportunity to work with you to serve the estate planning needs of your clients. In addition, we would enjoy educating your clients or prospects on estate planning matters. Please call the office or send an email to firstname.lastname@example.org and we will explore opportunities to work together.
Please visit our Areas of Practice and Resources for rich educational content written in plain English, not legaleze. Feel free to share these links with your clients, their other professional advisors and your peers.
We are committed to staying current and sharing the latest estate planning developments with our clients and their professional advisors. Since 1995, Kyle has authored a monthly estate planning newsletter that is available in a convenient, interactive e-newsletter format. In addition, Kyle authors a blog post which is available in a convenient weekly digest. The subscriptions to both are complimentary. Click here to subscribe.