Estate Planning at Strazzeri Mancini, is about trying to find and figure out the goals of the client. We aim to work with them to know what’s really in there, what’s really inside, what are they really trying to get out? Our end goal is always with the clients in mind.
The laws are going to change, health will change, family situations, and finances, etc…understanding that, we allow oursleves the proper time and attention to help our clients the best possible way. In order to serve them at maximum capacity, we call on our Review process, an ongoing Maintenance process. This allows us to assess every sitatution in order to counsel our clients as best we know how.
We work hard to make sure our clients have the ability to have this maintenance process, come in and check with us, and course correct every couple of years.
To us, Estate Planning is an ongoing relationship rather than simply a piece of documentation.
Presenter: Stephen J. Mancini, Esq.
Course Format: Live in person: 1.5 daysMaybe you’ve prepared many estate plans, but do you really know how to properly administer them after a client’s death? More importantly, can you manage that process in a way that doesn’t become a huge drain on your practice?
This in-depth trust administration course will take you step by step through the process of administering a trust. We will examine the law, how WealthDocx trusts work through estate administration, and how to productively manage trust administration in your practice – all with an eye toward setting client expectations up front to secure the administration work later on, minimize fee sensitivity, and make trust administration a growth center for your practice.