The four-quadrant Estate Expert Advisory Group model allows Wealth Management Advisors, Estates Attorneys, Trustees, CPA-CFPs, Registered Income Tax Preparers, and Elder Care Advocates nationwide the ability to join the Group or refer their valued clients to the Group to supplement the services now provided to their clients, without losing their billing, insurance product writing, or relationship management role for their referred clients. The Group needs, and welcomes, Estates Attorney in good standing nationwide, with appropriate professional liability insurance and a clean disciplinary history, to join the Group as local counsel for joint-representation in their state(s) of licensure.

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