A defined legal role within your client's professional team.
Estate and trust matters often benefit from coordination among attorneys, CPAs, financial advisors, and fiduciaries. Prairie Law & Legacy welcomes conversations about legal questions that may fit our practice.
Clear roles.
Thoughtful
coordination.
Estate and trust matters often involve several professionals. With your authorization, we can coordinate the legal work with your attorney, CPA, financial advisor, and other appropriate professionals. We discuss who we represent and what we are being asked to do before work begins.
Working with other professionals
Defined scopes and clear communication
We welcome introductions from other professionals when a client has estate or trust questions that might benefit from our involvement.
Before beginning representation, we want everyone to understand what we are being asked to do and who we are representing.
- Respecting existing relationships — Our goal is to address the necessary legal work, not to replace the client's existing advisors.
- Clear boundaries — We do not provide tax advice, accounting services, or investment management. We rely on the client's other professionals for guidance in those areas.
- Coordinate progress — With client authorization, we keep appropriate professionals informed about the status of the legal work.
When to reach out
We regularly speak with professionals who have identified a potential legal issue in a client's plan or who need assistance reviewing trust provisions. We can discuss whether the question is something we handle before any formal introduction is made.