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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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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

  • Aretha Franklin Dies Without a Will and Leaves Her Family to Deal With Court and Conflict

    Aretha Franklin, heralded as the “Queen of Soul,” died from pancreatic cancer at age 76 on August 16th at her home in Detroit. Like Prince, who died in 2016, Franklin was one of the greatest musicians of our time. Also like Prince, however, she died without a will or trust to pass on her multimillion-dollar estate.

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