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Texas Hill Country Estate Planning Lawyers

Estate Planning Resources for Texas Financial Professionals

The Estate Planning Team at McCammon Law, PC, serving Boerne, New Braunfels, San Antonio and the Surrounding Area

At McCammon Law, PC, we work closely with other San Antonio financial 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. Attorney Shawn McCammon is a Texas and California licensed Attorney, and a CERTIFIED FINANCIAL PLANNER®, who provides holistic counseling looking at an individual’s entire financial picture, not just one aspect or another, helping families steward their resources within a friendly planning process as well as partnering with other financial professionals.

Texas financial professionals

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. Our legal team uses 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.

Our law firm also believes 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. Our attorneys 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 of our law office and other San Antonio financial professionals.

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 including our article C19 UPDATE: The CARES Act Essentials for Individual Taxpayers and Small Business Owners.
  • Joint Marketing
    Our legal team is 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 at (830) 217-1511 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 Texas financial professionals like yourself. You may subscribe online and we will add you to our monthly e-mail list.

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