Crest Key Legal and Accounting

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Crest Key Legal and Accounting Crest Key is a law and accounting firm focusing on estate planning, and probate and trust administration, fiduciary accounting and tax preparation.

With more than 25 years’ experience in estate planning, wills, trusts and taxation planning, we have the knowledge to ensure you and your family are protected. We consult with you to determine your specific needs and concerns, and provide advice based on our extensive experience dealing with family-related matters. We deliver on our promises and carry the burden, so you don’t have to worry.

🃏 THE FINAL HOUSE RULE: A PLAN TODAY MEANS A BRIGHTER TOMORROW.We started this series with one Wild Card question:If som...
10/03/2026

🃏 THE FINAL HOUSE RULE: A PLAN TODAY MEANS A BRIGHTER TOMORROW.

We started this series with one Wild Card question:

If something unexpected happened tomorrow, are you 100% comfortable with what you have set up today?

But Realtors, this series was really about something bigger.

You. And the kind of Realtor you want to be remembered as.

Your clients have plenty of people who will call when they want their business.

Be the one who calls because you remembered the new baby.
The marriage. The loss. The new job. The aging parent.
The big life change that had absolutely nothing to do with a commission.

Be the Realtor who asks the question someone else didn't think to ask.

Be the person who says, “I know someone who can help.”

Because you don't have to know everything to be incredibly valuable.

You just have to care enough to notice—and build a network that allows you to help when it matters.

That’s what we hope HOUSE RULES gave you: a few more reasons to reconnect, a few better questions to ask, and maybe a different way to think about staying valuable long after closing.

At Crest Key Legal, we care about our Realtor community. We want to see you build stronger relationships, earn more referrals, grow your business and become the trusted advisor your clients think of when life changes.

And we want to be one of the resources in your corner when you need us. 🧡

🔑 ONE MORE REMINDER...

If you've completed Kirk Probate CE class, see first comment.

♦️ HOUSE RULE #5: DON’T LEAVE THE IMPORTANT STUFF TO CHANCE.We all have one.That thing sitting quietly on the mental to...
09/28/2026

♦️ HOUSE RULE #5: DON’T LEAVE THE IMPORTANT STUFF TO CHANCE.

We all have one.

That thing sitting quietly on the mental to-do list:

“I really need to update that.”

Maybe it’s the beneficiary you haven’t reviewed in years.
The person you named to make decisions who may no longer be the right choice.
The documents you created before a marriage, divorce, new child, new home, loss, or major financial change.

Or maybe you’ve never put a plan in place at all.

Here’s the problem with “I’ll get to it eventually.”

Life doesn’t always wait for eventually.

And when important decisions haven’t been made ahead of time, the people you love may be left trying to figure things out during an already difficult moment.

So don’t fix everything today. Pick ONE thing. Start there.

And Realtors—this is another opportunity to do something that has nothing to do with chasing the next transaction:

Remind the people you’ve helped that you’re still looking out for them.

Sometimes being a trusted resource means knowing when to say:

“I know someone who can help with that.”

🃏 Life changes the hand. Don’t leave the important stuff to chance.

👇 And Realtors, check our first comment below—we’ve got a simple challenge you can use with your past clients this week.

♥️ HOUSE RULE #2: PAY ATTENTION TO THE LIFE BEHIND THE HOUSEYour database shouldn't just tell you where your clients li...
09/23/2026

♥️ HOUSE RULE #2: PAY ATTENTION TO THE LIFE BEHIND THE HOUSE

Your database shouldn't just tell you where your clients live.

It should help you remember how they live.

Marriage. Babies. Grandkids. Career changes. Retirement. Aging parents. A loss in the family. A new business. A major financial change.

These are the moments when clients may need more than a Realtor—and they're also the moments when a great Realtor can become an invaluable connector.

So how do you know when life changes?

Start paying attention.

Are you connected with your past clients on social media?

Do you know their kids' names? Their pets? Where they work? What they love doing? When they're hoping to retire? Whether they're caring for aging parents? What they're planning next?

Don't collect information to be creepy. 😂

Remember it because you care.

One simple framework Realtors have used for years is FORD:

F — Family
O — Occupation
R — Recreation
D — Dreams

Those conversations help you understand what's changing in someone's life—and give you opportunities to show up with the right resource at the right time. The approach is specifically recommended as a way to deepen client relationships rather than keeping conversations purely transactional.

Your clients already know you're a Realtor.

Give them reasons to remember why you're their Realtor. 🧡

🃏 Life changes the hand. Make sure the plan still fits.

Ready to put this House Rule into action? 👇 Check our first comment for a few simple ways

Realtors:♠️ HOUSE RULE #1: Know who can step in.Here’s a question worth asking your clients and yourself:If you couldn’...
09/20/2026

Realtors:

♠️ HOUSE RULE #1: Know who can step in.

Here’s a question worth asking your clients and yourself:

If you couldn’t make medical decisions for yourself tomorrow, who would step in?

Now take it one step further:

Do they know they’re the person you chose?

Do they know what you would want?

And most importantly…

Is it actually documented?

Life changes. Relationships change. The person you would have trusted five or ten years ago may—or may not—still be the person you’d choose today.

That’s why this is such a good fall client touch for Realtors.

You don’t need to explain medical powers of attorney.
You don’t need to give legal advice.

You can simply give someone you care about a reason to stop and think:

“If something happened to me, am I comfortable with who would be making decisions on my behalf?”

That’s value.

And sometimes the best client relationships are built through conversations that have nothing to do with real estate.

🃏 Save it.
Check Comments- Steal it. Share it with your sphere.

Life changes the hand.
Make sure your top of mind when your clients' plans change.

Realtors, we're dealing the first card. 🃏Last post, we talked about how your clients' lives keep changing long after the...
09/18/2026

Realtors, we're dealing the first card. 🃏

Last post, we talked about how your clients' lives keep changing long after the closing table.

So here's your first HOUSE RULES: Wild Card Check-In—and it's one question worth asking before the year gets away from us:

If something unexpected happened tomorrow, are you 100% comfortable with what you have set up today?

That's it.

You don't need to know their answer.
You don't need to solve anything.
And you definitely don't need to give legal advice.

You just need to be the Realtor who thought to ask.

This can become a reason to reconnect with a past client that has nothing to do with whether they're ready to buy or sell.

Text it.
Email it.
Make it your own social post.
Bring it up over coffee.

Because sometimes providing value starts with asking a better question.

♠️ HOUSE RULES #1

Save this one. Steal it. Use it with your sphere.

Life changes the hand. Make sure the plan still fits.

Check out the comment for a script to use!

Vegas may not exactly give us four picture-perfect seasons… 😂☀️🌵But our clients’ lives definitely do.Marriage. Divorce. ...
09/14/2026

Vegas may not exactly give us four picture-perfect seasons… 😂☀️🌵

But our clients’ lives definitely do.

Marriage. Divorce. A new baby. A new home. A loss. A career change. Aging parents. A new financial chapter.

Life changes. And your past clients’ lives have kept changing since you handed them the keys.

Realtors, that gives you a much better reason to reach out than:

“Just checking in…”

or

“Are you thinking about buying or selling?”

As we head into fall—and before the holiday craziness begins—this is a natural time to reconnect with your past clients without asking them for anything.

Instead, bring them something valuable.

Over the next few weeks, we’re dealing out our new series:

🃏 HOUSE RULES: The Wild Card Check-In

Simple questions and conversation starters you can borrow, share, text, email, or turn into your own content to help your clients think about the things that often get pushed aside.

And no—you don’t need to become their attorney.

You just need to be the Realtor who thought to ask.

Because your clients already know you’re a Realtor.

Give them reasons to remember why you’re their Realtor. 🧡

🃏 Life changes the hand. Make sure the plan still fits.

🚨 REALTORS — THE CREST KEY REFERRAL PORTAL IS LIVE!If you’ve completed Kirk Kaplan’s 3-Hour Probate CE Class, you’re eli...
09/09/2026

🚨 REALTORS — THE CREST KEY REFERRAL PORTAL IS LIVE!

If you’ve completed Kirk Kaplan’s 3-Hour Probate CE Class, you’re eligible to join the Crest Key Realtor Directory at NO COST.

When Crest Key clients need a Realtor, they can search the directory knowing every agent listed has already completed Kirk’s probate training.

Want in?

✅ Have already attended Kirk's Probate CE Class
✅ Follow Crest Key on Facebook or Instagram
✅ Send us a DM with the word PORTAL for the QR invite

Important: The directory is exclusively for Realtors who have already completed Kirk’s 3-Hour Probate CE Class.

🏡 Education → Relationships → Referral Opportunities

Most Realtors spend their time looking for the next client.The most successful Realtors spend their time taking care of ...
08/31/2026

Most Realtors spend their time looking for the next client.

The most successful Realtors spend their time taking care of the last one.

A handwritten note.

A quick phone call.

A birthday text.

A coffee gift card.

A simple check-in.

Those small moments often become the stories your clients tell their friends.

Relationships create referrals.

Not algorithms.

Not advertising.

Not sales pitches.

Just genuine care.

❤️ People remember how you made them feel.

Most Realtors spend their time looking for the next client.The most successful Realtors spend their time taking care of ...
08/31/2026

Most Realtors spend their time looking for the next client.

The most successful Realtors spend their time taking care of the last one.

A handwritten note.

A quick phone call.

A birthday text.

A coffee gift card.

A simple check-in.

Those small moments often become the stories your clients tell their friends.

Relationships create referrals.

Not algorithms.

Not advertising.

Not sales pitches.

Just genuine care.

❤️ People remember how you made them feel.





The best Realtors don't think in transactions.They think in generations.A young couple buys their first home.Years later...
08/28/2026

The best Realtors don't think in transactions.

They think in generations.

A young couple buys their first home.

Years later...

They call you when it's time to move up.

Then one day...

Their parents need to downsize.

A few years later...

Their adult children are ready to buy their first home.

And somewhere along the way...

A family experiences the loss of a loved one and needs guidance through an inherited property.

What if...

Instead of seeing each of those moments as separate transactions...

You saw them as one lifelong relationship?

The most successful Realtors aren't just remembered because they sold a house.

They're remembered because they became a trusted resource through every stage of life.

From first homes...

To growing families...

To retirement...

To helping loved ones navigate one of life's most difficult seasons.

That's not just relationship marketing.

That's generational trust.

And trust is one of the few things that can be passed from one generation to the next.

❤️ Don't just build a client list. Build a family legacy.

Address

6980 O’Bannon Drive, Suit 100
Las Vegas, NV
89117

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+17027449178

Website

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