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Leave a Legacy through Estate Planning

Wills and Trusts uniquely tailored to meet your family's goals and personal needs.

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Contact Satori Law Group

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Reach Your Dreams Through Business Planning

Legal documents and advice specifically designed to protect your assets and grow your business.

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At Satori, we greatly value the advisors we work with and hope to foster long-lasting professional relationships. We work to help you by assisting your clients throughout the estate planning process.





















This diagram illustrates how the Satori planning process benefits the advisors we collaborate with:
 
Benefit 1:  Distinguishing The Advisor
The show of collaboration during a client meeting elevates you beyond the traditional advisor/client relationship, because you are providing them with a holistic approach to wealth planning as well as positioning yourself as their single source for planning counsel.
 
Benefit 2:  Asset Discovery
Portfolio reviews can uncover assets currently not under your management.  Whenever this occurs outside the spectrum of “client privileged information”, this insight can create significant opportunities for you.
 
Benefit 3:  Creating Opportunity
Designing an estate plan can uncover new client needs, which creates additional product placement opportunities for my advisor partners. (ILIT, Crummy, etc.)
 
Benefit 4:  Closing Sales Faster
My willingness to support sound recommendation you make to your clients, either through direct interaction during your sales process or over the course of time through my client care program.
 
Benefit 5:  Generating Referrals
Clients whose expectations were exceeded are more likely to refer friends, family and co-workers to my advisor partners.  Additionally, my client care program often generates referrals from the client’s family and friends, which can be passed to you as leads. Lastly, my administration process is designed to introduce future heirs to their parent’s advisors.

Latest Blog Post

  • Your Rights as the Parent of a Young Adult - What You Need to Know When a Medical Crisis Hits

    As a parent, you are most likely quite accustomed to managing the legal and medical affairs of your children, as circumstances require. If your child requires urgent medical attention while away from you, a simple phone call authorizing care usually can do the trick. But what happens when those “children” turn 18, and are now adults in the eyes of the law, and need of urgent medical attention far from home? The simple fact is that the day your child turns 18, he or she becomes an adult, and have the legal rights of an adult. What this means for you is that you lose your prior held rights to make medical and financial decisions for your child, unless your child executes legal documents giving you those rights back. Without the proper legal documents in place, accessing medical information, and even being informed about your adult child’s medical condition can be difficult and in some cases, impossible.

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