Rapid City Office
706 Saint Joseph St.
Rapid City, SD 57701
Proud to be Part of the Black Hills Community
Serving Clients in South Dakota
Northern Hills Office
125 Colorado Blvd.
Spearfish, SD 57783
The Estate Planning Team
As an estate planning law firm, we work closely with other professional
advisors, including Certified Financial Planner professionals,
Investment Advisors, Financial Consultants, Insurance Professionals,
Certified Public Accountants and Tax Advisors. We believe the team
approach provides our clients with the most sophisticated, comprehensive
and effective estate planning possible. To that end, we encourage our
clients to invite their Professional Advisors into the estate planning
process. Moreover, once involved, we strive to keep you informed and
involved at all stages of the estate planning process.
- Step One: The Initial Consultation
We offer all prospective clients a complimentary initial consultation.
With the clients' permission, we encourage you to attend this initial
consultation as well. If this cannot be arranged, we will seek the
clients' permission to discuss their estate planning with you afterward.
During this first meeting, Erika will spend approximately an hour with
your clients. After listening to your clients' needs, plans and goals,
Erika will generally make some estate planning recommendations. If the
situation is complex, she will ask for a follow-up meeting to present a
summary and specific recommendations.
After making her recommendations, Erika will quote a flat fee for
design, drafting and implementation of the plans. Your clients then may
choose to engage our firm by signing an engagement letter and making a
50 percent deposit; or they may choose to take some time to reflect
before moving ahead.
Step Two: Signing the Documents
Should your clients choose to engage our firm at this point, a follow-up
meeting to sign documents and begin implementation of the plan will be
scheduled ... normally within a week to ten days. This meeting may be
quite lengthy, as Erika will thoroughly explain the planning documents
to your clients and to their family members if necessary. She also will
explain the trust funding process and provide comprehensive written
funding instructions—whether your clients choose to engage our firm in
this process, or prefer to complete the process themselves or with your
Step Three: Follow-Up
We have an extensive follow-up system, which we believe helps build
stronger client relationships. Each of our clients will receive a
follow-up letter after their plan is complete, a client satisfaction
survey and a continued subscription to Pocket Watch®, our estate
planning newsletter. Through the newsletter we attempt to keep our
clients informed of changes that could affect their planning and to help
them maintain an awareness of their estate planning goals. In this
manner we hope to ensure that our clients' plans are never out-of-date
with their current needs and goals. Every two years they will receive a
personal letter encouraging them to come in to review their plans and
make any necessary changes.
- Client Education
Please visit our Estate
Planning Library for an online library of
articles on issues related to estate planning. We have posted a number
of articles suitable for use as hand-outs to your clients.
- Joint Marketing
We are happy to work with you to speak to your clients or prospects on
estate planning issues, including basic estate planning, charitable
giving strategies, generation-skipping and other advanced topics,
business succession, or asset protection. Please call the office if you
would like to plan a workshop.