For Professional Advisors · CPAs · CFPs · Attorneys
Estate planning resources for your clients.
Bob works alongside CPAs, financial planners, insurance professionals, and other attorneys as part of the client’s advisory team. He drafts every plan personally and coordinates directly with you on funding, beneficiary designations, and ongoing tax and investment strategy.
Bob partners with CPAs, Certified Financial Planner™ practitioners, investment advisors, insurance professionals, tax advisors, and other attorneys. Plans are drafted by Bob personally and coordinated with you on funding, beneficiary designations, and ongoing strategy. Joint workshops, client appreciation events, and a monthly advisor e-newsletter are available.
Who Bob Partners With
A team approach to estate planning.
The best estate plans are built with the client’s other advisors at the table. Bob has worked alongside the professionals below for decades; the relationship is collaborative, not competitive.
Certified Financial Planner™ Practitioners
Plans built around the client’s investment strategy, retirement timeline, and beneficiary designations.
Investment Advisors
Trust funding coordinated with the brokerage relationship so titling and beneficiary forms actually match the plan.
Insurance Professionals
ILITs and policy ownership structures coordinated with the agent who placed the coverage.
Certified Public Accountants
Plans built with the CPA’s tax view in mind: basis step-up, sub-trust funding, and ongoing fiduciary returns.
Tax Advisors
Gift, estate, and generation-skipping strategies aligned with the advisor’s ongoing tax planning.
Other Attorneys
Co-counsel on estate planning, trust petitions (Heggstad, modification), and California-specific issues for out-of-state firms.
How It Works
Four steps, with you in the loop.
From first questionnaire to funded trust, Bob coordinates directly with the referring advisor. The client relationship stays yours; Bob handles the legal drafting and the funding follow-through.
Short-form questionnaire
Your client completes a short pre-meeting questionnaire and a welcome kit so the first conversation goes straight to substance, not intake.
Initial consultation
Bob uncovers the client’s needs, gives a general recommendation, and a written fee quote. No surprises.
Engagement & drafting
If the client proceeds, an engagement letter is sent via DocuSign. Bob drafts every document himself; ongoing communication by phone, email, and in-person meetings.
Signing & funding
No client signs a document without understanding it. After signing, Bob coordinates directly with you to make sure the trust is actually funded.
Resources for Advisors
Tools you can share with your clients.
Three things Bob makes available to professional advisors: client-ready educational content, joint events, and a monthly e-newsletter focused on the issues that hit your practice first.
Blog library for client education
Articles on estate planning topics written in plain English. Forward them to clients who want background reading before a meeting.
Read the blogJoint workshops & client events
Workshops and Client Appreciation Events on basic estate planning, special needs planning, generation-skipping strategies, and retirement plan assets.
Plan an event togetherMonthly e-newsletter
A monthly email focused on estate planning issues that matter to professional advisors. Subscribe to share with your team.
See subscription optionsLet’s talk
Plan a workshop, a referral, or a co-counsel matter.
Call the office to plan a workshop or a Client Appreciation Event, send a client for a free Preliminary Planning Session, or open a co-counsel conversation on an estate, trust petition, or California real estate matter.
Bob is one of less than 1% of California attorneys certified as a specialist by the State Bar.