LAW OFFICES OF

JAY A. ROSE

21031 Ventura Boulevard, 12th Floor
Woodland Hills, CA 91364
Telephone: 818.932.0200
Toll Free: 888.TRUST4U
Fax: 818.932.0205
email: attyrose@trust4u.com

The Team Approach

The Estate Planning Team
As an estate planning law firm, we work closely with other professional advisors, including Certified Financial Planner™ Practitioners, investment advisors, financial consultants, insurance professionals, Certified Public Accountants and tax advisors. We believe the team approach provides our clients with the most comprehensive, realistic and effective estate plan. To that end, we strive to keep you informed and involved at all stages of the estate planning process.

The Process

  • Step One: The Initial Consultation
    We offer all prospective clients a complimentary initial consultation. With the clients' permission, we encourage you to attend this initial consultation as well. If this cannot be arranged, we will seek the clients' permission to discuss their estate planning with you afterward.
             During this first meeting, we will spend approximately an hour with your clients. After listening to your clients' needs, plans and goals, we will generally make some estate planning recommendations. If the situation is complex, we will ask for a follow-up meeting to present a summary and specific recommendations.
         After making our recommendations, we will quote a flat fee for design, drafting and implementation of the plans. Your clients then may choose to engage our firm by signing an engagement letter and making a 50 percent non-refundable deposit; or they may choose to take some time to reflect before moving ahead.

  • Step Two: Signing the Documents
    Should your clients choose to engage our firm at this point, a follow-up meeting to sign documents and begin implementation of the plan will be scheduled ... normally within a week to fourteen days. This meeting may be quite lengthy as we will thoroughly explain the planning documents to your clients, and to their family members if necessary. We also will explain the trust funding process -- whether your clients choose to engage our firm in this process, or prefer to complete the process themselves, or with your assistance.

  • Step Three: Follow-Up
     We have an extensive follow-up system, which we believe helps build stronger client relationships. Each of our clients receives a follow-up letter after their plan is complete and a continued subscription to Pocket Watch®, our estate planning newsletter. Through the newsletter we attempt to keep our clients informed of changes that could affect their planning, and to help them maintain an awareness of their estate planning goals. In this manner we hope to ensure that our clients' plans are never out-of-date with their current needs. Every two years they receive a personal letter encouraging them to come in to review their plans and make any necessary changes

Resources

  • Joint Marketing
    We are happy to work with you to speak to your clients or prospects on estate planning issues, including basic estate planning, charitable giving strategies, generation-skipping and other advanced topics, business succession, or asset protection. Please call the office at 818.932.0200 if you would like to plan a workshop.

  • Estate Protection Plan Electronic Newsletter
    Each month we produce an online-newsletter for professional advisors and clients. To subscribe to our electronic newsletter simply submit the following form and we will add you to our list.

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Email: attyrose@trust4u.com