Two Roles, One Plan
Your financial advisor manages your investments and coordinates beneficiary designations, account titling, and trust funding. Your estate attorney drafts the will, trust, powers of attorney, and directives, the legal documents that decide what actually happens. Neither can do the other’s job: an advisor cannot draft your documents, and an attorney does not manage your portfolio. The plan works when they are coordinated, and falls apart in the gaps between them.
Where Plans Fall Through the Cracks
A trust nobody helped fund controls nothing. A beneficiary form that contradicts the will overrides it. A retirement account left to the wrong heir wastes its tax treatment. Every one of these is a handoff between the advisor and the attorney, and every one fails when they never talk. We close those gaps by working directly with your advisor.
Keep your advisor. Add the legal side.
A free 30-minute consult builds the documents and coordinates with your advisor and CPA.
Book your free consultFor Financial Advisors
If you are a fiduciary advisor or planner, we are the estate-planning partner who makes you look good: flat fees, fast turnaround, real communication, and plans drafted to hold up (because we also litigate the ones that do not). Your clients keep their investments with you; we handle the legal documents and keep you in the loop. Reach out to start a referral conversation.
Frequently Asked Questions
Does My Financial Advisor Handle Estate Planning?
They handle part of it. A good financial advisor coordinates your beneficiary designations, account titling, and the funding of a trust, and they often spot the need for an estate plan first. But they cannot draft your will, trust, powers of attorney, or directives; that is the practice of law, and it has to come from an attorney. The best outcomes happen when your advisor and your estate attorney work as a team, each doing their part. We do exactly that.
Why Does Coordination Matter So Much?
Because the gaps between the money and the documents are where plans fail. A trust that the advisor never helped fund controls nothing. A beneficiary form that contradicts the will overrides it. A Roth left to the wrong heir wastes its tax advantage. When the attorney and the advisor talk to each other, beneficiary designations, titling, and the trust line up, and the plan actually works the way it was designed.
I Already Have an Advisor. Will You Work With Them?
Gladly, and it is how we prefer to work. You keep your advisor and your investments where they are; we handle the legal documents and coordinate directly with your advisor (and your CPA) so everyone is building the same plan. You should not have to be the messenger between your professionals. We quarterback the legal side and keep the team aligned.
I’m a Financial Advisor. Can We Build a Referral Relationship?
Yes. We partner with fiduciary advisors and planners who want a responsive, flat-fee estate-planning attorney for their clients, someone who turns work around, communicates, and makes the advisor look good. Because the firm also litigates estate disputes, your clients’ plans are drafted to hold up. Reach out through the contact page and we will set up a conversation.
Updated on June 10, 2026. Reviewed by Kevin D. Klagge, Esq., Fla. Bar No. 99502. General information, not legal advice. Klagge Law, PLLC provides legal services; it does not provide investment advice or sell financial products. Do not send confidential information until we have agreed to represent you.