Estate Planning for Professional Advisers

Collaborative Estate Planning with Professional Advisers

As a financial or legal professional, your clients trust you to guide them through important life decisions, including those that impact their financial future and legacy. At Tirey Law Firm, we understand the vital role you play in your clients' lives. That's why we offer estate planning services designed to complement your expertise and enhance the value you provide. Our goal is to collaborate with you to ensure that your clients' estate planning needs are met with precision, care, and professionalism.

Our Approach


At Tirey Law Firm, we believe in working closely with professional advisers to deliver tailored estate planning solutions. We understand that your clients have unique needs, and we take the time to listen to both you and them to develop a plan that aligns with their goals. Our approach is collaborative, transparent, and focused on achieving the best possible outcomes for your clients. Whether you need assistance with complex estate planning issues or simply want to offer your clients additional services, we are here to support you every step of the way.

Tax Planning

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Asset Protection

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Strategize to protect your clients' assets from creditors, lawsuits, and other potential risks.

Expert advice on the tax implications of various estate planning strategies,  to minimize tax liabilities and maximize the value of their estates.

Estate Planning

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Provide a full range of estate planning services, including drafting wills, trusts, and powers of attorney.

Custom Solutions

Develop customized estate planning strategies that align with your clients' financial goals and personal values.

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What We Offer

Frequently Asked Questions

  • What types of estate planning documents can you draft for my clients?

    We can draft a variety of estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and more. We tailor these documents to meet your clients' specific needs and goals.

  • How do you handle the tax aspects of estate planning?

    We provide expert advice on estate and gift tax planning, helping your clients minimize their tax liabilities. We stay up-to-date on the latest tax laws and regulations to ensure that your clients' plans are both compliant and optimized for tax savings.

  • How do you ensure that estate plans remain effective over time?

    We offer ongoing support to review and update estate plans as needed. Life changes, such as marriage, divorce, the birth of a child, or changes in tax laws, can impact an estate plan, and we work with you to ensure that your clients' plans remain effective and aligned with their goals.

  • What is your approach to working with professional advisers?

    Our approach is collaborative and client-focused. We respect your relationship with your clients and work to enhance the value you provide. We keep you informed and involved throughout the process, ensuring that your clients receive the best possible service.

Request an Estate Planning consultation with us

Request a Consultation