Resources for Professional Advisors

Resources for Professional Advisors in Minneapolis

Providing Focused Legal Guidance to Clients in Minneapolis, St. Paul, and Throughout Minnesota

As you look to the future, you want to be sure that all of your plans are in sync. Your long-term financial planning and estate plan should be working in tandem to help you achieve your objectives. To accomplish this, you will need to make sure that your entire team is on the same page.

Our experienced estate planning attorneys at Guttman Law work closely with our clients’ professional advisors to create an estate plan that coordinates with their financial goals. We offer numerous resources for professional advisors in Minneapolis and routinely work with financial consultants, investment advisers, tax advisors, insurance professionals, and more when creating and updating client estate plans. Our firm emphasizes a team approach when planning for your future and can adapt to meet all of your current and future needs.

Ready to Collaborate? Schedule Your Consultation Today at (612) 324-4055 or Contact Us Online.

How Our Approach Works with Your Approach

We offer a wide range of informational and educational resources to prospective clients that explain the value and basic mechanics of estate planning. When a client first meets with us, we work to answer their questions, listen to their concerns, and understand their goals.

Once we have reviewed the client’s needs, we work to educate them on the estate planning tools that are available to them. We do not want to only implement documents: We want our clients to understand why we are making recommendations and what each tool specifically accomplishes.

Our services are always personalized and tailored to our client’s unique objectives. Every situation is complex, but our extensive knowledge of estate planning allows us to identify effective strategies that can meet evolving client needs. We also strive to work with clients to update their estate plans throughout their lives.

Our team stays in close communication with each client throughout the implementation phase of the estate planning process. We may request additional clarification or documentation, seek to discuss new and emerging options, and confirm when tasks have been executed.

We understand that our firm will likely only be one piece of a client’s larger planning and strategy team. We also understand that your team or organization may have a different process or methodology for helping your client achieve their goals.

Our number one priority is meeting the needs of the client. We are more than happy to work with you or your organization in whatever team environment or arrangement best supports that endeavor.

Additional Resources and Educational Events

If your client has questions about estate planning, we encourage you to direct them to the Frequently Asked Questions resource on our website. We also offer downloadable guides, informational videos, and a free estate planning guidebook that can help your client better understand our services and the fundamentals of estate planning.

Guttman Law also regularly partners with professional organizations to host private webinars and in-person events for their clients and members. Our educational seminars, panels, workshops are designed to highlight the value of estate planning, the importance of regularly updating your existing estate plan, and the emergence of relevant new laws and tools.

Discover How Our Advisor Resources in Minneapolis Enhance Client Success by Calling (612) 324-4055 or Contacting Us Online.

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Why Choose Guttman Law, PLLC?

Highly Personalized Approach

We take the time to understand the complexities of your situation and develop an individualized approach.
Our Goal Is To Educate Clients
We seek to not only provide a service to our clients but to educate them every step of the way.
We Help Clients Navigate Every Step of the Process

We are here to support our clients throughout their estate planning journey.

Our FAQ

Have questions? We are here to help. Still have questions or can't find the answer you need? Give us a call at 612-324-4055 today!

Has your attorney passed away or retired?

Review advice from estate planning attorneys Matt Guttman and Jamie Reff-Wagner on what to do next: What to Do When Your Attorney Retires - Guttman Law PLLC
Do you need assistance with your estate plan drafted by another attorney or law firm?

Attorney Matt Guttman has administered and updated hundreds of estate plans prepared by the Molever Law Firm and other law firms. Matt is happy to offer a complimentary consultation to review your current estate plan and discuss possible changes to your plan. Matt is also available to assist with the administration of an estate plan (wills or living trusts) prepared by another law firm after the passing of the person who created the estate plan (the Grantor, Trustor or decedent).
You can click here to schedule a complimentary consultation with attorney Matt Guttman to discuss your estate plan.

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Client Testimonials

Hear From Our Past Clients

“Kind, smart and knowledgeable”
We wanted to update our will and put our assets in a trust. We reached out but were ignored by a couple other agencies. I heard great comments about the Guttman Firm through friends and on WCCO radio. Jamie took the time to squeeze us into a last minute zoom call. Right from the start I knew this was someone I wanted and would trust to help us. She explained everything in terms we could understand. She was very kind, smart and knowledgeable. By the end of the call I was a Guttman client. We met several days later at the office and Jamie and her staff spent two hours going over our new trust, will, power of attorney and health directive etc. We also own property in Fl. Jamie reached out to a cohort there and made sure all our documents were in order and correct. Throughout this short period, Jamie was reaching out asking us pertinent questions. She was very through! I left the Guttman office afterwards feeling a huge burden was lifted off my shoulders. Our estate is now in order and that is a great feeling. Thank you so much Jamie!!

- Nancy V.

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