FOR FINANCIAL ADVISORS
Your clients deserve an attorney who makes you look good.
When you send a client to an estate planning attorney, your reputation travels with them.
Ridings Law is built to be an extension of your team — not a referral that disappears into the
process.
“We want to be a student of your practice. The more we understand how you serve your clients, the better we can serve them too.”
HOW WE PROTECT THE HANDOFF
We go where your clients are comfortable
If it serves your client relationship, we’ll hold the initial meeting or the signing appointment at
your office. We adapt to what works — not the other way around.
We follow up so you don’t have to
Clients don’t always do their homework. We know that. We handle persistent, friendly follow-up
on your client’s behalf — keeping the process moving without putting it on your plate or making
the client feel pressured.
We keep you in the loop
You shouldn’t have to wonder where things stand. We’re communicative and responsive — with
clients and with you — so no one is left guessing about next steps.
We give honest, right-fit advice — not upsells
Not every client needs a trust. We take time to help clients understand what a will alone
accomplishes at their stage of life versus what changes when a trust is added to the picture.
The recommendation is always based on what’s right for them.
WAYS TO WORK TOGETHER BEYOND THE REFERRAL
The referral is just the beginning. Ridings Law is interested in a real partnership — one where
we can help your team serve clients better and make estate planning a natural part of the
conversation.
- Team education: Lunch-and-learns or training sessions for your staff on estate planning basics — what clients need to know, common misconceptions, and when to refer.
- Co-hosted client events: Educational workshops or social events planned together, combining your client relationships with our legal expertise.
- Client-ready materials: Plain-language guides your team can share when estate planning conversations come up.
WHAT THIS LOOKS LIKE IN PRACTICE
The client meeting
Your client comes in informed, not anxious. We
set clear expectations before the first
appointment and show up prepared — at our
office or yours.
The plan recommendation
We walk clients through their options without
jargon or pressure. They leave the conversation
understanding what they’ve decided and why.
The follow-through
We stay on it — gently, professionally — until
the plan is signed and in place. You don’t need
to babysit the timeline.
The relationship
When the engagement is complete, your client
knows their attorney’s name. And they remember
that you connected them.
Let’s talk about your clients.
Every advisory practice is different. Tell us about your clients and how you work, and we’ll find
ways to complement what you do.
Schedule a conversation: Advisor Scheduling
