Your best clients are complex on account of ownership in various operating companies and real estate ventures and complicated tax and estate planning. Due to this complexity, your clients’ families are in a vulnerable position in the event that the client dies or is otherwise unable to manage the family’s affairs. With the Baby Boomers entering their golden years, there are many families who are simply blind to or overwhelmed by their parents’ complex estates.
This Learning Lab will introduce you to an entirely new service line that allows you to repurpose all the knowledge you have about your clients and memorialize it in a way that makes it easily understandable and accessible to those who otherwise would be lost in the complexity.
You will be introduced to a variety of software options for generating the expected deliverables for this new service: relationship diagrams, personal and entity profile reports, legal document repositories, and reminders for pertinent tasks and deadlines affecting clients’ families.
Hear stories about accounting firms that have implemented this new service line, discovered errors in their clients’ estates, and saved their clients’ families thousands of dollars and countless heartaches.
Learn how families are wowed by the service and will refer their accountant additional business.
Discover how pleased firm employees are with a centralized resource that allows them to get up to speed quickly on projects for complex clients and creates institutional memory for the firm.