For estate attorneys & financial planners
A client who has worked through The Recoverable Family arrives prepared — accounts inventoried, assets documented, beneficiaries reviewed, the Family Guide drafted. That is the input you wish every client brought to the first meeting.
The prepared client
You already gather this information — less comprehensively — when you build an estate plan or a financial plan. When the client does that groundwork first, your billable hours go to judgment and strategy, not information archaeology: better inputs, faster and more accurate plans, a better client experience.
This complements your practice — it does not replace it
The FIRM System is an organizing method, not advice. It does not draft wills, establish trusts, or give legal, tax, or financial counsel — it gets your client's information in order first, then points them to engage a professional. As the book puts it: a will is a legal instrument; the FIRM System is the organized world that surrounds it.
What a prepared client brings to the first meeting
- A complete inventory of accounts, assets, and liabilities — with the documents located.
- Beneficiary designations reviewed against current intentions.
- A drafted Family Guide: who to contact, what exists, and where it lives.
- Digital assets and access mapped — the part most plans miss.
Get in touch
If you'd like to use the book with your clients — firm or bulk copies, a client-preparation recommendation, or co-marketing — we'd like to hear from you.
Email us to learn more (contact coming soon)
For estate-planning attorneys, fee-only financial advisors, CPAs, and fiduciary/trust practices.