Estes Campbell Rehorst
Estate Planning •
Serving clients in South Dakota and Minnesota
540 Heritage Dr., Suite 9
Spearfish, SD 57783
Rapid City office
4020 Jackson Blvd.
P.O. Box 330
Rapid City, SD 57709
220 Division St., 3rd floor
Northfield, MN 55057
For professional advisors
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 one of our attorneys.
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, we will spend approximately an hour with
your clients. After listening to your clients' needs, plans and goals,
we will generally make some estate planning recommendations. If the
situation is complex, we will ask for a follow-up meeting to present a
summary and specific recommendations.
After making her recommendations, we 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 we will thoroughly explain the planning documents
to your clients and to their family members if necessary. We 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 a follow-up system, which we believe helps build
stronger client relationships. After their plan is complete, each of our clients will receive a
follow-up letter, an invitation to consult us with follow-up questions, and a file review at set times.
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.