Legacy Counsellors Merger: What It Means for Our Colleagues (Colleagues Only)
Our firm is entering an exciting new chapter, and we invite our professional colleagues to join us for an exclusive update on our merger and what it means for the clients and communities we serve together.
This informative presentation will provide an overview of the merger, our vision for the future, and how our expanded team and resources will continue to strengthen the estate planning, elder law, trust administration, and fiduciary services we provide. We’ll also introduce our Maintenance Plan and discuss how it helps clients keep their estate plans current while creating additional opportunities for collaboration with trusted advisors.
Whether you’re an attorney, CPA, financial advisor, banker, insurance professional, or another valued referral partner, this session is designed to keep you informed and strengthen our ongoing partnership.
Topics include:
- An update on the Legacy Counsellors merger
- How the merger enhances client service and resources
- An overview of our client Maintenance Plan
- Opportunities for collaboration and referrals
- Live Q&A with the Legacy Counsellors team
We appreciate your partnership and look forward to sharing our vision for the future with you.