Are you a blank on a template?
On occasion one of our Advisors paid an initial visit to an estate planning attorney for establishing his trust. On his second visit he supplied a considerable amount of information including a few extraordinary issues that needed to be addressed in the trust. There seemed to be no problems and the attorney agreed to have a rough draft of the trust to him in a few days along with an invoice for 50% of the cost of the trust.
All went well until he started reviewing the rough draft. It was quite obvious that the document was a template and the he was the blanks. The few extraordinary issues were not addressed at all and neither were some of the ordinary issues that he thought of as typical.
Now, using a template is not wrong, but not understanding a clients needs and addressing them is!
Here’s the real question; “just how far will a professional go out of his norm to address a peculiar situation?”
There are many solutions today and it takes creativity to find some of them. Let’s face a reality; nobody’s problem is bigger than your own. We want to identify, address, and solve your problems……..and you can bet on it, we’ll be creative when we do it!
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