Be the Hero: How You Can Help Your Clients Finally Get Their Estate Plan in Place
Whether you're a financial advisor, divorce attorney, accountant, or real estate professional, you already play a trusted role in your clients’ lives. You guide them through major decisions—buying property, protecting assets, navigating family change, or planning for the future.
But there’s one area where many clients drop the ball: estate planning.
Here’s the good news: you can be the one to connect them to the right resources. You can be the one who helped protect their family, secure their legacy, and avoid future chaos. You can be the hero.
Estate Planning Often Falls Through the Cracks
Even highly responsible, financially savvy people delay estate planning. Why?
It feels overwhelming
They’re not sure where to start
No one has brought it up clearly and directly
This is where your voice matters. When you raise the issue and point them to a trusted estate planning attorney, they’re far more likely to take action.
Why It Matters for Your Clients
Financial Advisors: A comprehensive estate plan ensures your clients’ assets are preserved and passed on according to their values—supporting the long-term strategies you’ve helped them build.
Divorce Attorneys: When someone’s life changes, their estate plan should too. Updating documents, retitling assets, and reassigning beneficiaries is critical after a divorce.
Real Estate Professionals: For clients buying a home, especially in California, placing real estate into a trust can avoid probate and preserve intergenerational wealth.
Without proper planning, all of that effort can be lost in court costs, taxes, and unnecessary delays.
Be the Connector Your Clients Remember
You don’t need to give legal advice. You just need to say:
"It’s time to talk to an estate planning attorney. I know someone you can trust."
It’s a simple step, but one with lasting impact. You protect your clients, deepen your value, and build trust that lasts long after the current transaction or case is over.
At Shafae Law, we work closely with professional partners across California to provide thoughtful, comprehensive estate plans that reflect each client’s unique goals.
If you’d like to collaborate or have a client who’s ready for the next step, we’re here to help—kindly, clearly, and professionally.