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For Professional Advisors

The Estate Planning Team at Nelson Elder Care Law • Woodstock, Georgia

At Nelson Elder Care Law, we work closely with other professional advisors, including Certified Financial Planner™ Practitioners, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and tax advisors as part of the estate planning team. We believe the team approach provides our mutual clients with the most comprehensive, realistic and effective estate plan.

Our Approach

Our approach is to provide our clients with a short form questionnaire and welcome kit. We ask our clients to fill out this questionnaire and send it to us prior to the first consultation. This not only facilitates a more productive first meeting but helps our clients focus on the issues and decisions they must make in order to develop the most effective plan to meet their goals.

At the initial consultation, we provide the client with our general recommendations and a free quote for the services we will be providing. They will be provided with a retainer agreement which they may sign at the meeting, or take with them for review and signature.

During the implementation phase, there is ongoing communication with the client, which may involve obtaining additional documentation, clarifying goals and information, and discussing options and tradeoffs. We use all appropriate avenues of communication: phone, email, and in-person meetings. We firmly believe that ongoing communication is an essential element of developing an effective plan and building a life-long relationship with our clients.

We also believe that no client should sign any document without a comprehensive understanding of its content and the ramifications thereof. To that end, we dedicate a significant amount of time to the signing of documents. It allows us to explain each section of the plan, and answer any questions that have come up in the process.

Once documents are signed, we work directly with our clients, or with you, or both, to ensure funding. We also keep our clients informed on a regular basis through our seminar programs and our annual client appreciation reception. Through these regular touch points, we keep clients informed about changes in the law that might affect them and remind them to monitor their plans with regard to major life events.

Your Approach

Every professional organization has different processes and different methods for interacting with clients. We are happy to work within your processes or blend our respective methodologies. Our primary goal is to serve the needs of clients and we welcome the opportunity to serve them within the team environment.

Resources

Joint Marketing

  • Client Education
    Please visit our Blog for an online library of articles on issues related to estate planning. We have posted a number of articles suitable for use as hand-outs to your clients.
  • Joint Marketing
    We are happy to work with you to speak to your clients or prospects on elder law issues, including basic estate planning, charitable giving strategies, generation-skipping and other advanced topics, business succession, or asset protection. Please call the office if you would like to plan a workshop or a “Client Appreciation Event.”
  • Monthly Estate Planning E-Newsletter
    Each month we produce an electronic newsletter, on estate planning issues, for professional advisors like yourself. You may subscribe online and we will add you to our monthly e-mail list.
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Hear From Our Clients
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“On the threshold of retirement, we finally decided to quit thinking we could self-prepare the requisite documents. We had previously had only a very simple will. We needed the necessary legal (including updated will) & health care docs but didn’t want to deal with the time & complication of legalese. Cindy made the process relatively painless. She took the time to explain and answer questions without trying to upsell services. We were done in 2 meetings plus the reading of emailed drafts. In addition to preparing the documents, Nelson Eldercare will be there when our adult children need advice on executing the plans we’ve put in place.So glad it’s behind us and would recommend Cindy and her helpful staff.”

- Bonnie

Cindy and her company treat their clients like family. Nelson’s offers clear, direct, and honest guidance in planning for your families security and future. No one wants to actively sit down and make these decisions, but Nelson’s makes this process seamless. I was so impressed with their willingness to answer all questions big or small. So glad I made the decision have them help my mom and dad and now me. You can’t go wrong with Nelson’s Elder Care Law.

- Hope

The very best elder law attorney and staff anyone could ever ask for! I have referred a number of clients to Cindy and she never disappoints. She is kind, caring, and extremely thorough in making sure everything is completed as it should be. I highly recommend Cindy for anyone needing lawyer services; she truly goes above and beyond for every client she helps and has had a huge impact in so many peoples’ lives. Thank you, Cindy and staff, for everything that you do- I’m so glad to know you!

- Kerri

I heard Cindy’s presentation at a Senior Luncheon at my church, and was very impressed. She helped my daughter and me understand many aspects of elder law. Josh has also been very helpful in my planning to enter an independent living situation . I have told many friends about them.

- Charlotte

Cindy and the Nelson Elder Care Law team are trustworthy and helpful. They are the experts in elder care law. At Leaf Cremation, we entrust our families to the care of the Nelson team when their services are needed.

- Pierce