Information for Advisors
Great planning doesn’t happen in a silo. We partner with wealth managers, accountants, and other advisors to deliver coordinated legal strategies that complement the work you’re already doing for your clients.
Let's talk before issues become urgent
Early Collaboration, Better Outcomes
We encourage you to reach out whenever estate or business planning touches your client’s situation—even if you’re just exploring possibilities.
Our fixed-fee structure means these early conversations don’t trigger billable hours for your clients. Whether you’re identifying potential tax exposure, preparing for a liquidity event, or noticing outdated estate documents, we’re here to collaborate at the earliest stages when strategic planning can have the greatest impact.
Your role in the advisory team remains central
Transparent Communication, Aligned Strategy
When we work with your clients, we see ourselves as an extension of their existing advisory team—not a replacement.
We coordinate our recommendations with your guidance, participate in joint meetings when helpful, and maintain open lines of communication throughout the planning process.
Our Dynamic Planning approach includes structured touchpoints with all advisors to ensure strategies remain aligned across tax, wealth management, insurance, and legal considerations.
Eliminate billing concerns from the equation
Fixed Fees, No Surprises
Traditional hourly billing creates hesitation—both for advisors considering when to involve counsel and for clients wondering about the cost of each conversation. We’ve eliminated that friction entirely.
Our fixed-fee engagements cover initial consultations, collaborative planning sessions with your team, ongoing maintenance, and regular check-ins.
This means you can involve us proactively rather than reactively, and your clients get predictable pricing that encourages ongoing legal guidance rather than deferred planning.
The Team Working for You
Meet Our Partners
Gregory Jacobs
ESTATE PLANNING LAWYER & CEO
Audra D. Lynn
ESTATE PLANNING LAWYER
YOUR QUESTIONS, ANSWERED
Frequently Asked Questions
We keep things clear and collaborative from start to finish. If you'd like to connect before introducing a client, we're happy to schedule a brief introductory call to discuss their needs and how we can best support them.
Once a client is ready to move forward, they'll complete a short online questionnaire before their initial consultation so we can arrive prepared and make the most of everyone's time. As their advisor, you're welcome to join that meeting. Many of our advisor relationships work best when we're in the room together from the beginning.
From there, we'll develop a plan and provide a clear timeline so the client knows exactly when to expect their documents. Before anything is signed, we schedule a review meeting to walk through everything and address any questions.
Once the plan is finalized, we're glad to coordinate with you on next steps like funding trusts, updating beneficiary designations, and ensuring the legal plan integrates smoothly with the client's broader financial strategy.
Not at all. Think of us as an extension of the team you've already built around your client. Your role as their long-term strategic partner doesn't change. We focus on delivering the legal planning needed to support the financial strategy you've put in place, so your clients get comprehensive, coordinated guidance without any overlap or confusion about who's doing what.
As involved as you and your client would like.
Some advisors prefer to stay informed through updates at key milestones, while others join planning meetings directly so we can collaborate in real time and keep legal, financial, and tax strategies fully aligned.
We're flexible and happy to work in whatever way serves your client best.
We work best with clients who have a lot at stake and want a planning relationship that goes beyond a stack of documents. That typically includes business owners, high-net-worth families, and clients with complex estates.
We're also a strong fit for clients focused on tax planning, asset protection, or legacy planning, as well as those navigating major life transitions like a business sale, retirement, or an inheritance.
If your client's situation is layered and their plan needs to evolve with them, we're a natural partner.
Absolutely. With the client's permission, we keep you informed at key stages of the planning process so there are no surprises and everyone stays aligned.
Good outcomes depend on good communication, and we take that seriously.
Your involvement doesn't stop at signing. Advisors are often integral to bringing the plan to life, from titling accounts and updating beneficiary designations to funding trusts and making sure the legal plan integrates seamlessly with the client's broader financial strategy.
We see that coordination as a natural extension of the partnership, and we're happy to work alongside you through each of those steps.
Yes, in many cases we can. When a client is located outside of Georgia, we coordinate with trusted local counsel to handle any jurisdiction-specific requirements.
Our focus remains on the overall planning strategy and ensuring everything is well-coordinated, so your client gets a seamless experience regardless of where they're based.
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