Guiding Generations Through Trusted Legal Counsel

Estate planning is, by nature, a practice that affects multiple generations. We are honored to guide our clients through the complexities of a planning process that affects not only them, but their families. Because our work is far-reaching and carries long-term implications for both our clients and their loved ones, we view it as our responsibility to earn–and keep–their trust.

Let’s talk about why maintaining excellent client relationships is crucial for estate planning, and how Cook Tillman’s unique approach fosters these close connections.

The Importance of Quality Client Relationships

In many estate planning situations, we’re dealing with an underlying question of fairness. Imagine a client whose family business spans generations. Their parents built it, and now the client is involved–but their siblings are not. In this case, a fair estate plan might assign our client greater responsibilities and/or benefits. 

These are the kinds of delicate, deeply personal situations we help clients navigate. From helping blended families with kids of different ages to grandparents raising their grandchildren, we understand the emotional weight that comes with our line of work. That’s why it’s essential our clients not only trust in our legal expertise, but to handle our conversations with the care, empathy, and discretion they deserve.

Building Trust: Our Unique Approach

Every firm has a different framework for serving their clients. Here at Cook Tillman, we have a highly honed service model that allows us to build trust with our clients and supports exceptional outcomes. Whether we are meeting a client for the very first time or have been serving them for many years, there is a streamlined, tried-and-true process for all the work we do. This process is designed to lighten the load for our clients so they can make their decisions with clarity, confidence, and in a timely fashion that serves their best interests. 

Here are some of the ways we foster trust through our service model:

1. Prioritizing client education.

From the first consultation, we explain what to expect and present solutions in clear, accessible language so our clients feel informed and confident. Whether we’re drawing pictures or making analogies, we help them gain a deep understanding of the structure of their plan so there is no confusion or uncertainty.

 2. Relatively quick turnaround times.

Our typical two-week draft period enables us to maintain momentum. It ensures that decisions and our clients’ memories of previous conversations stay fresh, helping them move forward with confidence. 

 3. Consistent and open communication with their financial advisors.

We keep financial advisors in the loop every step of the way, inviting them to join meetings when beneficial. Not only does this commitment to communication allow our clients to have peace of mind in the continuity of their work with both parties, but it gives their advisors peace of mind knowing the clients they care about are in capable hands.

How Financial Advisors Factor In

While our role is often to step in and structure the estate plan, financial advisors are usually the ones in even longer, closer contact with clients and their families. They are on the frontline of many deeply personal conversations about legacy, purpose, and long-term financial goals—often across multiple generations. Whether it’s supporting a child with special needs, giving to heirs responsibly, or pursuing philanthropic dreams, advisors have a unique window into what really matters to the client, going as far as the things that keep them up at night. 

These insights are invaluable to us as estate planning attorneys. When advisors share what they know, we can design plans that reflect more than just assets and tax strategy, but also the heart of a client’s intentions: the why behind the what. In this way, financial advisors play a big role in elevating our work. In return, we strive to be their responsive, trustworthy legal partner who serves as an extension of their services and reinforces their client relationships with the full strength of our capabilities.

Partner With an Estate Planning Attorney

Creating an estate plan is a crucial step in ensuring one’s loved ones are protected and wishes are carried out. Whether you are a potential client or their financial advisor, it’s important to work with an estate planning attorney who will ensure all planning documents are legally sound and tailored to your or your client’s needs.

At Cook Tillman Law Firm, we specialize in helping families craft estate plans that fit their unique circumstances. Our experienced attorneys will guide you through the whole process in a timely manner while making even the most complex planning situations perfectly clear.

Call us today at (615) 370-2444 or visit our website to connect about a referral or schedule a consultation.