Offering Estate Planning Services
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Hi I'm looking for a way to offer estate plan preparation (wills, trusts) to my clients and be able to share the fee with the estate planner.
I'm an independent with a b/d. I'm in Florida - anyone know how to arrange this and if doing this is even allowed. I'm wondering if i can charge a Financial Planning fee to client for estate planning then have the attorney prep the docs and invoice me for the work.
Any ideas would be appreciated.
You need to check with your B/D on their rules about doing financial planning without the proper licenses. Ditto, on doing fee arrangements with other professionals like the attorney or cpa.
[quote=babbling looney]You need to check with your B/D on their rules
about doing financial planning without the proper licenses.
Ditto, on doing fee arrangements with other professionals like the
attorney or cpa.[/quote]
No CPA/attorney worth associating with will accept kickbacks from you.
Preluder, you should have no problem getting fees for trusts and wills...
as soon as you pass the Florida Bar.
I offer estate planning and only work the LIFE INSURANCE AND INVESTMENTS side. I let the legal to client attorney or send him one. I don’t charge a fee. I make commissions and investment management fees.