Resources for Professional Advisors in Overland Park
The Estate Planning Team at The Law Offices of Kyle E. Krull, P.A.
At The Law Offices of Kyle E. Krull, P.A., we work closely with other professional advisors, including Certified Financial Planner™ Practitioners, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and tax advisors as part of the estate planning team. We believe the team approach provides our mutual clients with the most comprehensive, realistic and effective estate plan.
Our process prepares our clients and us for a productive initial consultation. This process not only facilitates a more productive first meeting, but helps our clients focus on the issues and decisions they must make in order to develop the most effective plan to meet their goals. Click here to learn more about that process.
At the initial consultation we provide the client with our recommendations and the flat price for the services selected. They will be provided with a standard engagement agreement, which they may sign at the end of the initial consultation, or take with them for further review.
During the implementation phase, there is ongoing communication with the client, which may involve obtaining additional documentation, clarifying goals and information, and discussing options and tradeoffs. We use all appropriate avenues of communication: phone, email, and in-person meetings. We firmly believe that ongoing communication is an essential element of developing an effective plan, and building a life-long relationship with our clients.
We also believe that no client should sign any document without a comprehensive understanding of its content and the ramifications thereof. To that end, we provide “drafts” of all legal documents prior to signing, and we dedicate a significant amount of time to the signing of documents. It allows us to explain each section of the plan, and answer any questions that have come up in the process.
Once documents are signed, we work directly with our clients, or with you, or both, to ensure proper “asset alignment” with the estate plan. Through our regular blog posts (more than 3,000) and monthly e-newsletter (since 1995), we keep clients informed about changes in the law that might affect them, and remind them to monitor their plans with regard to major life events.
Your Professional Advisor Approach
Every professional advisor organization has different processes, and different methods for interacting with clients. We are happy to work within your processes, or blend our respective methodologies. Our primary goal is to serve the needs of clients and we welcome the opportunity to serve them within the team environment.
Resources for Professional Advisors in Overland Park, KS
- Client Education
Please visit our Blog for an online library of articles on issues related to estate planning. We have posted a number of articles suitable for use as client education.
- Joint Marketing
We are happy to work with other professional advisors to speak to your clients or prospects on estate planning fundamentals and advanced topics. Please call the office if you would like to plan a workshop or a “Client Appreciation Event.”
- Monthly Estate Planning E-Newsletter
Each month we produce an electronic newsletter, on estate planning issues, for our clients and their professional advisors. You may subscribe online and we will add you to our monthly e-mail list.