FINANCIAL PLANNERS

Are you a financial planner?

If so, you know the hefty fees mainstream law firms charge your clients. You know that for trusts to work, they need to be properly funded. You’ve likely experienced poorly drafted trusts and pitfalls of the “one-size” fits all approach for legal documents.

Sara Pope Law is built on relationships with financial planning professionals like you. A financial planner is the coach of the estate planning team – the one who manages the investments, regularly maintains relationships with clients. You’re usually the first to spot potential problems and bring in a CPA or attorney to meet your client’s needs. Let Sara be the attorney to work with you on those tough issues.

Got a question? Let’s talk.