A Seamless, Transparent Estate Planning Experience—For You and Your Clients

At Cook Tillman Law Group, we understand that estate planning can feel overwhelming, especially for clients approaching it for the first time. We also know how important it is for financial advisors to partner with a law firm they can trust: one that communicates clearly, delivers promptly, and reflects well on their own service standards.

That’s why our team is committed to serving both clients and the advisors who refer them. We’ve refined our process to make estate planning simple, efficient, and stress-free—removing the legal burden from your shoulders and theirs.

Let’s walk through how our process works—and how it supports both clients and advisors.

Clear Steps. Smooth Execution.

One of the most common reasons clients delay estate planning is uncertainty: 

What does the process involve? How long will it take? What’s expected of me?

We believe that clarity builds confidence. From the very first contact, we provide a transparent roadmap that helps both clients and advisors know exactly what to expect. By making the process feel straightforward and manageable, we ensure that important planning doesn’t get delayed.

Here’s a quick overview of our approach:

1. Referral: A financial advisor refers their client to our firm.

2. Consultation: We meet with the client to understand their goals and evaluate their needs.

3. Explanation: We present solutions in approachable terms—free of legal jargon or complexity.

4. Drafting: Within two weeks, we provide draft documents while the consultation is still top of mind.

5. Signing: The client returns to sign, review the documents in full, and ask any remaining questions.

6. Handoff: Final documents are delivered to the advisor, who resumes stewardship of the client relationship.

We pride ourselves on quick turnarounds, transparent communication, and making the legal process feel like a natural extension of the financial planning experience.

Clarity Drives Confidence

Estate planning can raise big questions—and even bigger emotions. To help clients make informed decisions, we work hard to explain complex legal concepts in ways they can understand and act on confidently.

From simple visual diagrams to relatable analogies, we tailor our communication style to each client. Our goal is to ensure they understand the structure of their estate plan, how it serves their family, and why it matters—so no one leaves confused or uncertain.

Supporting Advisors with Excellence

For financial advisors, we aim to be a trusted partner that reinforces the high-quality service you already provide.

We respect the client relationships you’ve built. That’s why we communicate regularly, keep you informed, and deliver legal solutions that reflect your own standard of excellence. Our process is designed to be frictionless—so you never have to chase down updates or worry about what’s happening behind the scenes.

By handling the legal heavy lifting with care, clarity, and precision, we help you stay focused on what you do best.

Partner With an Estate Planning Attorney

Creating an estate plan is a vital step in protecting loved ones and ensuring that a client’s wishes are clearly documented and legally enforceable. Whether you're a potential client or a financial advisor, partnering with an experienced estate planning attorney makes all the difference.

At Cook Tillman Law Group, we focus exclusively on estate planning, helping individuals and families craft plans tailored to their unique needs and goals. Our attorneys guide clients through the process with clarity, care, and efficiency—even in complex situations.

To connect about a referral or to schedule a consultation, give us a call at (615) 370-2444 or visit cooktillmanlaw.com. We’d be honored to support you and your clients every step of the way.