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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

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To get started, please book an initial 15 Minute Consultation with Curran Estate & Elder Law, PLLC
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Client Success Stories

Very helpful. Staff genuinely cared about our needs.
Dan Clouser
October 26, 2022.
A delight to work with. Curran Estate Services are truly in the business of helping people!
Julie Krasley
September 29, 2022.
Very thorough. Friendly, compassionate, knowledgeable staff.
Ron Hirneisen
August 31, 2022.
5 Stars is not enough! If I could, I would give Curran Estate & Elder Law a 10-star review … and here is why: • They listen to you and your situation. The first question Sean asked me was, “How about we begin with you telling us about your family and the need for our services?” I had come to them as a caregiver for a spouse with a diagnosis of Alzheimer’s. Both of us were in need of Medical and Financial Powers of Attorney, Last Will & Testaments, and Living Wills. • They really do care about you and your family. The February day we were to meet with Sean to have the legal documents signed, a snowstorm began. Rather than have my homebound spouse go out in the weather, Sean, Lois, and Susan came to our home. The Curran Estate & Elder Law team takes a genuine interest in you. As we were going through the process of selecting persons to be our Powers-of-Attorney, the Curran Team wanted to know about each person we chose. • They know what they are doing. Sean and the Life Care Team reviewed our particular situation and made recommendations based upon our needs. They do not have a “one size fits all” approach to their work. • They communicate very well and explain things thoroughly. Each staff member is very good at explaining what each legal document means. • They completed the necessary work in a timely manner. In a surprisingly brief amount of time, we were notified that all the legal documents were complete and could be reviewed at our convenience. The Life Care Plan offers the expert services of the law firm plus a compassionate Elder Care Coordinator. I have leaned on the Elder Care Coordinator for helpful guidance and suggestions. I have received an immense amount of help from the Elder Care Coordinator when placing my loved one in various skilled nursing and memory care facilities. I am relieved in knowing I have the Elder Care Coordinator as a trustworthy guide through these days. For the last 18 months, by utilizing the services of Sean Curran and the Life Care Program Team, I have found relief and peace of mind in knowing that my loved one will be taken care of for the balance of her life. With gratitude, Rev. Paul L. Jones
Bahia Paw
July 20, 2022.
Fantastic top-notch law firm . They do professional and thorough work. They have fantastic and helpful work ethic. Great personalities and thoughtful. Our family feels protected and satisfied with the work Curran Law does. Thank you all.
james walker
May 31, 2022.
The entire Curran Estate and Elder Law team is fabulous! They are so kind, caring and patient. Not like your typical lawyers. Highly recommend them to help navigate the complex elder law and Medicare system.
Nancy Panza
May 10, 2022.
Suffering the loss of a loved one and having to deal with the probate process can be overwhelming. Gina was very professional and compassionate while helpng me through the process. What was becoming a nightmare for me was completely and quickly resolved. Everyone I came in contact with in the office was very kind and helpful.
Joanne Malys
May 5, 2021.
Sean deserves 10 stars ! But I can only give him 5 stars! He is caring & honest.. I am from out of state, and I needed help with elder care law concerning a family member. Sean returned all my phone calls and emails in a timely fashion. His prices were reasonable. I'd recommend Curran Estate & Elder Law to anyone who needs elder law services!
Ed K
March 18, 2021.
Extremely compassionate, knowledgeable and understanding during an extremely stressful, life changing event. Thank you for your patience and support.
M M
March 8, 2020.
Curran Estate & Elder Law, PLLC

1212 Liggett Ave.
Reading, PA 19611

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