For professional advisors
We work closely with financial planners, CPAs, insurance professionals, and other advisors as part of the estate planning team, so our mutual clients get a plan that is comprehensive, realistic, and effective.
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New to working with us
See how we work with advisors and what your clients can expect from us.
Already a partner
Everything you need to refer a client or support them along the way.
Who we work with
We believe the team approach provides our mutual clients with the most comprehensive, realistic, and effective estate plan.
Why advisors work with us
We plan alongside you, so your client’s estate plan fits the rest of their financial picture.
Every organization works differently. We are happy to work within your processes or blend our methods.
We stay in touch by phone, email, and in person throughout the planning process.
We check in periodically and help keep plans current as laws and lives change.
1
Your client can call (515) 727-0986 or request a free initial consultation online at the office most convenient for them.
2
Before the first meeting, your client completes a short questionnaire so the consultation is focused and productive.
3
We provide general recommendations and a fee quote, along with a retainer agreement your client can sign at the meeting or take home to review.
4
We stay in contact with your client by phone, email, and in person to gather documents, clarify goals, and discuss options and trade-offs.
5
We explain each section of the plan and answer questions. Your client leaves with a complete set of organized, bound documents.
6
We check in periodically and provide updates on law changes as your client’s life evolves.
Practice areas
Wills, trusts, powers of attorney, and health care documents.
Long-term care, Medicaid, and asset protection planning.
Guidance for personal representatives and trustees.
Representation in disputes over wills, trusts, and estates.
Joint marketing
We are happy to work with you to speak to your clients or prospects on estate planning issues, including:
Call the office if you would like to plan a workshop or a client appreciation event.
Client education
An online library of articles suitable for client education.
A 5-minute checkup and an easy-to-read guide.
On-demand video classes presented by our attorneys.
Our monthly estate planning e-newsletter.
Free resources
Free masterclass
Short classes on estate planning, long-term care, probate, and trust administration, presented by Pearson Bollman Law attorneys.
Free guide
A free guide to help you organize your information and prepare for a conversation about your plan.
Newsletter
Planning tips, law updates, and firm news delivered to your inbox. Unsubscribe anytime.
Call (515) 727-0986 to talk about working together, or refer a client for a free initial consultation.
