Offering Estate Planning Services

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Feb 8, 2007 11:58 am

Hi I'm looking for a way to offer estate plan preparation (wills, trusts) to my clients and be able to share the fee with the estate planner.


I'm an independent with a b/d. I'm in Florida - anyone know how to arrange this and if doing this is even allowed.  I'm wondering if i can charge a Financial Planning fee to client for estate planning then have the attorney prep the docs and invoice me for the work.

Any ideas would be appreciated.

Feb 12, 2007 11:29 am

You need to check with your B/D on their rules about doing financial planning without the proper licenses.  Ditto, on doing fee arrangements with other professionals like the attorney or cpa.

Feb 12, 2007 4:25 pm
babbling looney:

You need to check with your B/D on their rules
about doing financial planning without the proper licenses. 
Ditto, on doing fee arrangements with other professionals like the
attorney or cpa.





No CPA/attorney worth associating with will accept kickbacks from you.

Feb 12, 2007 4:43 pm

 Preluder, you should have no problem getting fees for trusts and wills...


as soon as you pass the Florida Bar.

Apr 15, 2008 7:56 pm

I offer estate planning and only work the LIFE INSURANCE AND INVESTMENTS side. I let the legal to client attorney or send him one. I don't charge a fee. I make commissions and investment management fees. 

Apr 15, 2008 10:37 pm

In my state the bar prohibits attorney's from sharing these fees.