Advisor - Referred Client Consultation
For Clients Referred by an Advisor. Learn the Basics of Estate Planning and Choose Your Next Steps.
Service Description
Completing your estate plan is easier than you think. Most of the work is done by those you hire to prepare the plan and help you complete the funding. That's us, AEP your Estate Planner. We work with your financial advisor to ensure your estate plan is completed and, if necessary, fully funded. Every client is unique, and we'll show you the differences between the plan types we offer and how they may affect your estate and its administration after you pass. If you select a trust-based estate plan we also provide guidance regarding what assets need to be owned by the trust and what assets should be owned by you. Making the right decisions now will help you avoid probate, unnecessary taxation, and lengthy or costly estate administration processes in the future. After deciding whether you need a trust-based or will-based plan, your payment for the session will be applied to your estate plan costs!
Cancellation Policy
Messaging Policy- By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging. Cancellation Policy – Please be advised that cancellations made up to 24 hours before a scheduled appointment via your member area will be processed without a penalty. We cannot guarantee that emailed cancellation requests will be processed within the 24-hour window. Cancellations made 24 hours or less before a fee-based appointment or remote meeting associated with a paid-for service or package will be subject to a charge of $40. This includes appointments where our service provider is unable to contact the client/member/firm due to inaccurate contact information submitted and the client/member/firm no-showing. If Advisors EP cancels an appointment with less than 24 hours' notice, a new appointment will be scheduled without penalty to the client/member/firm, subject to availability. COMPANY shall have the right to withdraw from any SERVICE if FIRM or CLIENT does not pay fees, costs, expenses, or any other fees required by the agreement or otherwise abide by reasonable requests such as requesting information and documentation when necessary. -- Refund Policy If the FIRM or CLIENT fails to communicate within a reasonable time, provide required requested information, documentation or complete the duties necessary to complete the service they have paid for COMPANY, its employees, third-party professional legal, financial, and technical advisors (and COMPANY corporate affiliates) may: (i) after 365 days, indefinitely cease to provide services without REFUND, Or (ii) at the previously agreed upon rate, and FIRM or CLIENT may be subject to additional fees for services. FIRM or CLIENT may opt out of services, and a REFUND will be issued after deducting any fees or expenses incurred or accumulated by COMPANY and its aforementioned affiliated parties for SERVICES provided. REFUND will not exceed $1500 per Trust-Based Estate Plan, $800 per Will-Based Estate Plan, $300 per Powers Package, or $210 per Coaching Call Package after FIRM or CLIENT have begun SERVICES.
Contact Details
321-209-2191
support@advisorsep.com
549 Wymore Rd, Maitland, FL, USA