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Estate Planning Resources for Financial Professionals


The Estate Planning Team at Parks & Jones, Attorneys at Law • Springfield

Our Approach

Our approach is to provide our clients with a short form questionnaire that helps us get to know our them and their needs. This not only facilitates a more productive first meeting, but helps our clients focus on the issues and decisions they must make in order to develop the most effective plan to meet their goals. During this initial consultation we provide the client with our general recommendations and a flat fee quote for the services we will be providing.

During the implementation phase, there is ongoing communication with the client, which may involve obtaining additional documentation, clarifying goals and information, and discussing options and tradeoffs. We use all appropriate avenues of communication: phone, email, and in-person meetings. We firmly believe ongoing communication is an essential element of developing an effective plan, and building a life-long relationship with our clients.

We also believe no client should sign any document without a comprehensive understanding of its content and the consequences. To that end, we dedicate a significant amount of time to the signing of documents. It allows us to explain each section of the plan, and answer any questions discovered in the process.

Once documents are signed, we work directly with our clients, or with you, to ensure asset alignment. We also maintain contact with our clients through our blog post, eBlast and workshops. Through these regular touch points we raise our clients awareness of law changes and remind them to monitor their plans when major life changes occur.

Your Approach

Every professional organization has different processes, and different methods for interacting with clients. We are happy to work within your processes, or blend our respective methodologies. Our primary goal is to serve the needs of clients and we welcome the opportunity to serve them within the team environment.

Resources

Joint Marketing

  • Client Education
    Please visit our Newsletter Archive 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 or a "Client Appreciation Event."
  • Monthly Estate Planning E-Newsletter
    Each month we produce an electronic newsletter, on estate planning issues, for professional advisors like yourself. You may subscribe online and we will add you to our monthly e-mail list.
Serving Southwest Missouri Since 1993
Planning for Mom and Dad

Planning for
Mom and Dad

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Planning for
Mom and Dad

Young Families

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Peak Earning Years

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R. Clancy Parks and Cameron G. Jones

Meet the Attorneys

R. Clancy Parks and Cameron G. Jones
Attorneys and Counselors at Law
NAELA Member
WealthCounsel Member
ElderCounsel Member

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Parks & Jones, Attorneys at Law is a full service Estate Planning and Elder Law practice that provides comprehensive planning in the areas of wills, trusts, powers of attorney, probate and trust administration, probate avoidance planning, revocable trusts, Elder Law, long-term care planning, nursing home care, wealth protection, Veterans Benefits, special needs trusts, business law and business succession, charitable planning, and estate tax planning. Parks & Jones, Attorneys at Law serves clients and their families all throughout Springfield, MO and the surrounding areas of Branson and the Ozarks.

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