Bernard Estate Planning
For Professional Advisors
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Book an Initial Call NowAt Bernard Estate Planning, 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 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 fee 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.
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.
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Riverhead Office
33 West Second Street
Riverhead, NY 11901
Hauppauge Office
490 Wheeler Rd., Suite 150
Hauppauge, NY 11788
Southampton Office
200 North Sea Rd., Suite A
Southampton, NY 11968
Southold Office
56340 Main Rd
Southold, NY 11937
East Hampton Office
20 Main St
East Hampton, NY 11937
20 Main St,
East Hampton, New York 11937
56340 Main Rd,
Southold, New York 11937
200 North Sea Rd., Suite A
Southampton, New York 11968
490 Wheeler Rd., Suite 150
Hauppauge, New York 11788
33 West Second Street,
Riverhead, New York 11901