Resources for Professional Advisors in Overland Park

The Estate Planning Team at Harvest Law KC

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At Harvest Law KC, we work closely with other professional advisors, including Certified Financial Planner™ Practitioners, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and tax advisors as part of the estate planning team. The team approach provides our mutual clients with the most comprehensive, realistic, and effective estate plan.

Our Process

Our process prepares our clients and us for a productive initial consultation. This process facilitates a more productive first meeting and helps our clients focus on the issues and decisions they must make to develop the most effective plan to meet their goals. Click here to learn more about that process. 

At the initial consultation, we provide the client with our recommendations and the flat price for the services selected. They will receive a standard engagement agreement, which they may sign at the end of the initial consultation or take with them for further review.

During the implementation phase, ongoing communication with the client 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 that ongoing communication is essential to 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 ramifications. To that end, we provide “drafts” of all legal documents before signing, and 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.

Once documents are signed, we work directly with our clients, you, or both, to ensure proper “asset alignment” with the estate plan. Through our regular blog posts (more than 3,500) and monthly e-newsletter (since 1995), we keep clients informed about changes in the law that might affect them and remind them to monitor their plans for major life events.

Your Professional Advisor Approach

Every professional advisor organization has different processes and 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 for Professional Advisors in Overland Park, KS

Joint Marketing

  • Client Education
    Please visit our Blog for an online library of articles on issues related to estate planning. We have posted a number of articles suitable for use in client education.
  • Joint Marketing
    We are happy to work with other professional advisors to speak to your clients or prospects on estate planning fundamentals and advanced topics. Please call the office if you would like to plan a workshop or a “Client Appreciation Event.”
  • Monthly Estate Planning e-Newsletter
    We produce an electronic newsletter on estate planning issues each month for our clients and their professional advisors. You may subscribe online, and we will add you to our monthly email list.

Click to Read More than 500

Client Reviews Below

10.0Kyle E. Krull
Kyle E. KrullReviewsout of 376 reviews
preeminent peer rated for highest level of professional excellence 2024
Client champion Platinum 2024

AV® Preeminent™ and BV® Distinguished™ are certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies.

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Harvest Law KC

5209 W 164th St
Overland Park, KS 66085

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IMS - Estate Planning and Elder Law Practice Growth Advisors
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