The Triad Model.
Estate planning works best when three parties are aligned—the client, the advisor, and the attorney.
The Old Way
Traditionally, when a client needs an estate plan, the advisor steps back.
The attorney steps in.
The client starts over.
Meetings multiply.
Details are repeated and re-explained.
Momentums slows.
The relationship fragments.
What We’ve Learned
The estate planning process works best when a well-informed financial advisor assumes a more central role in their client’s plan.
The Philosophy of the Triad Model
An Ideal Structure
The Client
The client is the focus. The process conforms to their needs. Every decision serves their goals.
The Advisor
The advisor remains the director of the relationship. Their knowledge of the client’s situation and the estate planning process serves as the catalysis.
The Attorney
We put our experience working on thousands of estate plans to work. With unrivaled precision and efficiency, we design and execute the legal structure.
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The advisor identifies a client’s estate planning need.
The advisor connects with us.
We send a clear proposal to the client within hours.
Documents are prepared within two business days.
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The advisor does not practice law.
The attorney does not replace the advisor.
The client is not left to navigate alone.
Each role remains integral.
Everyone is aligned.
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Each engagements is:
Clearly scoped upfront.
Predictable and efficient.
Handled on a flat fee basis.
Drama-free.
Who It’s For
Our Triad Model works with:
Straightforward estate plans.
Simple updates to existing documents.
Clients who value clarity and efficiency over complexity.
When matters are more complex or clients desire a traditional engagement, we remain available to assist, and we ensure each client’s financial advisor remains involved and kept up to date throughout the planning process.
Why We Built This
Estate planning should feel aligned.
When the advisor, the attorney, and the client move in the same direction, the work becomes lighter, the client’s life is made easier, and the outcomes become stronger.
If this resonates with you—
If you have questions—
If you see what this could become—