A Resource for Your Clients

Estate Planning That Works Alongside Your Practice

Estate planning often intersects with financial planning, tax planning, insurance, and business succession.

I work collaboratively with financial advisors, CPAs, insurance professionals, and other trusted advisors to help clients coordinate their estate plans with their broader financial and business goals.

How I Work With Advisors

Collaborative Planning
I work with a client's existing professional team when appropriate, helping ensure estate planning decisions are considered alongside the client's financial and tax planning.

Clear Communication
I believe advisors should understand how estate-planning decisions may affect the client's broader plan. With the client's permission, I communicate with other professionals involved in the planning process.

Client-Focused Advice
My role is to provide legal advice and estate-planning guidance while respecting the relationships clients have already established with their financial and tax professionals.

When to Refer a Client

Clients may benefit from an estate-planning conversation when they:

  • Have an outdated or incomplete estate plan

  • Have recently experienced a major family or financial change

  • Own a business or significant real estate

  • Have substantial retirement or investment assets

  • Are considering transferring wealth to children or other family members

  • Need trust or probate assistance

  • Have questions about estate and gift tax planning

  • Need to coordinate their estate plan with their broader financial plan

Let's Connect

If you are a financial advisor, CPA, insurance professional, or another professional who would like to discuss working together, I'd welcome the opportunity to connect.

I offer in-person and virtual meetings and can coordinate with clients and their professional advisors regardless of location.

Beau Hammond Law, PLLC

Based in Ashton, Idaho
Licensed in Idaho, Oregon, and Utah

Connect With Me