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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

The staff at Curran did a great job taking care of my fathers needs. The staff were all very friendly and accommodating to his mobility issues and in general were quite good to work with. I would highly recommend Curran for all of your estate planning.
Gerry Foster
Gerry Foster
Rose and company were professional and very helpful with my estate planning. I feel secure for myself and my kids!
wmObe
wmObe
Knowledgeable and professional service and review of the various options that exist for our estate planning needs.
Kathleen Nevel
Kathleen Nevel
Curran Law was exceptionally helpful answering questions about next steps for my aging parents. They were extremely generous with their time.And, their knowledge of elder care was extensive.
Christy Strazzella
Christy Strazzella
Curran Estate prepared an Estate planning portfolio for my husband and I. The staff were very friendly and knowledgeable. They took the time to answer any questions and everything was done in a timely and professional manner.
Rhonda Gartland
Rhonda Gartland
Rose is the best. I continue to recommend Rose, and Curran to everyone. I truly do!!!
Cindy Kurtz
Cindy Kurtz
we were very pleased with all they did , and would have been lost without them. We would recommend them to anyone .
Fred Heckman
Fred Heckman
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
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
Curran Estate & Elder Law, PLLC

1212 Liggett Ave.
Reading, PA 19611

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