08/28/2026
Your financial advisor can be an important part of your planning team, but managing your investments and designing your estate plan are two very different jobs.
As more financial advisory firms begin offering estate planning services, families with mid-sized and larger estates should understand the potential limitations. A customized estate plan requires more than documents, it requires legal judgment, experience, proper trust funding, and careful coordination of your assets and family goals.
Our latest blog explains why an experienced estate planning attorney should serve as your legal guide while working alongside your financial advisor, CPA, and other trusted professionals.
Click the link below to read more to learn what to consider before having your financial advisory firm prepare your estate plan.
https://www.geigerlawoffice.com/blog/why-your-financial-advisor-shouldn-t-be-your-estate-planning-attorney.cfm
If you, a friend, or a loved one would like to discuss estate planning, contact our Intake Department at 760-448-2220 or visit us online at www.geigerlawoffice.com/contact.cfm. We proudly serve families throughout California from our offices in Carlsbad and Laguna Niguel.