Conflicts of Interest for Practitioners

You want to set up an estate plan for your family because you care enough to take action now. And, of course, you want to do it right. Estate planning is a very important matter that deserves your most thoughtful attention — and an advisor whose economic interests are aligned with yours alone.

When the same firm drafts the trust, manages the investments, sells the insurance, and serves as trustee, the family has consolidated convenience and consolidated conflict. Independent fiduciary review — even on a modest engagement — is one of the highest-leverage decisions a settlor will make.