Do you work with financial advisors, CPAs, and insurance agents?

Yes.

We frequently coordinate with financial advisors, CPAs, insurance agents, and other professionals to make sure the estate plan works in the real world.

That may involve trust funding, beneficiary designations, life insurance, retirement accounts, tax questions, business interests, or post-death administration.

A good estate plan should not live in a binder by itself. It should connect with the client’s actual financial life.

*Reviewed by Estate Planning Attorney Casey Connealy, Partner at Gaughan & Connealy Estate Planning Attorneys on June 23, 2026.