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Curran Estate & Elder Law, PLLC
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Estate Planning Resources for Financial Professionals

The Estate Planning Team at Curran Estate & Elder Law, PLLC • Reading

At Curran Estate & Elder Law, PLLC, 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

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.

Your Approach

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.

Resources

Joint Marketing

  • Client Education
    Please visit our Blog for an online library of articles on issues related to estate planning. We have posted a number of articles suitable for use as client education.
  • Joint Marketing
    We are happy to work with you to speak to your clients or prospects on estate planning issues, including basic estate planning, charitable giving strategies, generation-skipping and other advanced topics, business succession, or asset protection. Please call the office if you would like to plan a workshop or a “Client Appreciation Event.”
  • Monthly Estate Planning E-Newsletter
    Each month we produce an electronic newsletter, on estate planning issues, for professional advisors like yourself. You may subscribe online and we will add you to our monthly e-mail list.

A Team That Truly Cares

Our attorneys take pride in helping you make the right decisions for your family and your future.

Schedule time to Talk with our Team Today

Client Success Stories

This law firm helped our family with a complicated situation of one parent in a nursing facility and the other parent living at home. Thank you so much for your help and compassion..
Maidmariondesign
Maidmariondesign
January 6, 2024.
I can not say enough about how thankful my brother and I are for the help we have received from Susan, Lois and Sean for our elderly Aunt. When we first met with them, our Aunt was in the process of moving from an independent living situation into personal care. To our dismay, the care she received after this move was extremely inadequate and bordered on neglect. Susan spent hours helping us find and set up appointments with several other personal care facilities and we were able to move her within a week and a half. Once she was settled in, Lois worked with our Aunt to make sure her will and living will were up to date. Susan and Lois were so caring and patient with both our Aunt and ourselves, they made a very stressful situation much easier to handle. Sean has also been a huge help as we navigate selling our Aunt's property. We have been extremely satisfied with all aspects of guidance and services provided for the care of our Aunt.
Tammy Taylor
Tammy Taylor
December 12, 2023.
Recently, I had some concerns around elder law and Sean walked me through of all them, in detail, and helped me understand what to expect in coping with the cost of providing care to an aging parent. The matter was handled with the utmost empathy and professionalism and I would highly recommend their offices to anyone.
Olivia Jaindl
Olivia Jaindl
December 6, 2023.
I cannot express how grateful I am to Rose and Angela for all of their hard work during the estate/probate process! They were so diligent yet caring, professional yet approachable. They were always there for questions - of which there were many - and concerns. This is the team of wonderful ladies you need to help with your estate planning and probate - HIGHLY recommend them!
Kelly Carbonara
Kelly Carbonara
November 13, 2023.
The staff is always extremely pleasant and helpful. Rose Kennedy does a fabulous job of taking the time to explain everything, more than once if need be, and willing to answer any questions.
Lisa Care
Lisa Care
September 1, 2023.
They were very kind and helpful to my brother and me. They took the time to review our situation and offered us options. Highly recommend their services!!! Thanks. 😎
Kurt Manderbach
Kurt Manderbach
September 1, 2023.
This lawfirm is excellent. They are so knowledgeable and experienced in estate planning. Sarah at the front desk is responsive, welcoming and helpful. Rose Kennedy is a top notch attorney with a strong attention to detail, very knowledgeable in her field, great at presenting information in an easy to understand manner and very compassionate. We highly recommend Curran.
Leo and Lily
Leo and Lily
August 22, 2023.
When my father passed away in March 2022, I had never lost an immediate family member, and I was unprepared for the deluge of paperwork that followed. I also was not prepared for the way that grief would make simple things extra difficult. Luckily, my dad had set up a trust with Sean Curran’s guidance in 2016. It not only protected his assets, but it allowed us to work with Rose Kennedy and Angela Young for the estate administration. I truly do not know what we would have done without the kindness and guidance of Rose and Angela. I will never forget talking with Rose from the bathroom of my dad’s hospice room. It was far past office hours, but she was calmly determined to help me understand what steps I needed to take next. She even texted me after the call with detailed instructions in case I was unable to remember because of my emotional state. My gratitude for her compassion and patience continued to grow throughout the following year as she and Angela continuously went above and beyond to help us with every challenge that arose as we sold our dad’s house, filed inheritance taxes, and encountered numerous other tasks that I never could have figured out without their step-by-step guidance. I will always have a special place in my heart for the calmness that Rose and Angela brought me throughout the overwhelming and emotional process of losing a parent. Every person I’ve encountered at Curran Estate and Elder Law has been professional, helpful, and kind. I can’t imagine going through this process without their support and wisdom. Thank you!
Cindi Delinsky
Cindi Delinsky
July 29, 2023.
Curran Estate & Elder Law handled my fathers estate for me. They were incredibly helpful and answered all of my questions. I did very little, everything was completed by them. I would strongly suggest if your looking for an Attorney to handle your parents affairs, give Curran Estate & Elder Law a call!
KIM STRICKER
KIM STRICKER
July 26, 2023.
I would highly recommend Curran Estate Elder Care. They guided and helped with our estate planning, protection of assets, writing of our wills, power of attorney documentation and also care management for my spouse. They offer a great support system. Great people to work with.
Lil Myers
Lil Myers
July 20, 2023.
Curran Estate & Elder Law, PLLC

1212 Liggett Ave.
Reading, PA 19611

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