The Quarterback Dilemma

Estate plans originate in  a number of ways, but in every one, early on in the process, the client interacts with at least one “estate planner” who may be an accountant, insurance professional, financial advisor  or attorney.  typically, a professional within this group of advisors will introduce the client to the others.  This initial process begs the question: Who is an “estate planner”?  What are our individual roles?  And how do we effectively work together?  The parameters often become confusing because there are so many different aspects and angels in every complex estate plan and no one individual within this group can possibly take on all of the required roles and responsibilities.

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