Serving Clients Throughout Wisconsin & Illinois 
For Professional Advisors Protecting Your Family & Legacy

Estate Planning Resources for Professional Advisors

Helping Clients Devise the Most Comprehensive & Realistic Estate Plan

At Krause Donovan Estate Law Partners, LLC, 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. We believe the team approach provides our mutual clients with the most comprehensive, realistic and effective estate plan.

Our Approach

Our approach is to provide our clients with a short form questionnaire and welcome kit. We ask our clients to fill out this questionnaire and send it to us prior to the first consultation. This not only facilitates a more productive first meeting, but helps our clients focus on the issues and decisions they must make in order to develop the most effective plan to meet their goals.

At the initial consultation, we provide the client with our general recommendations and a free quote for the services we will be providing. They will be provided with a retainer agreement which they may sign at the meeting or take with them for review and signature.

During the implementation phase, there is ongoing communication with the client, which 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 an essential element of developing an effective plan and building a life-long relationship with our clients.

We also believe that no client should sign any document without a comprehensive understanding of its content and the ramifications thereof. To that end, 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 that have come up in the process.

Once documents are signed, we work directly with our clients, with you, or you both, to ensure funding. We also keep our clients informed on a regular basis through our seminar programs and our annual client appreciation reception. Through these regular touch points we keep clients informed about changes in the law that might affect them and remind them to monitor their plans with regard to major life events.

Your Approach

Every professional organization has different processes and different 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

  • 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 as client education.
  • Joint marketing: We are happy to work with you to speak to your clients or prospects on estate planning issues, including basic estate planning, charitable giving strategies, generation-skipping, and other advanced topics, business succession, or asset protection. Please call the office if you would like to plan a workshop or a “Client Appreciation Event.”
  • Monthly estate and elder planning e-newsletter: Each month we produce an electronic newsletter on estate and elder planning issues for professional advisors like yourself. You may subscribe online, and we will add you to our monthly e-mail list.

We offer free consultations. To arrange one with one of our Madison estate planning and elder law attorneys, call (608) 344-5491 or contact us online.

The Stories That Matter

Read Our 5 Star Reviews
  • He took the time to understand our goals and our family situation. He was friendly, thorough, and very knowledgeable.

    “What a great attorney! He explained everything to us in plain English, with no legal jargon. He took the time to understand our goals and our family situation. He was friendly, thorough, and very ...”

    - Mark
  • Krause Donovan was wonderful...they asked all the right questions, were patient with our back and forth, and everything was wrapped up successfully.

    “My husband and I needed a will and turned to Krause Donovan for their help after the firm had invited us to a "what is estate planning all" about dinner/meeting. Having a will was something we knew we ...”

    - Kris
  • Nelson was very understanding and put me at ease from the introduction. He thoroughly explained processes, answered all questions, took the time needed, and was detail-oriented.

    “I first met with Mr. Donovan this fall to discuss my estate planning. This is something a person dreads doing, but Nelson was very understanding and put me at ease from the introduction. He thoroughly ...”

    - Sherry
  • They explain the process in terms that are easily understandable and always have your best interests in mind.

    “I highly recommend Kraus Donovan for all of your estate planning needs. They are thorough, knowledgeable, and very helpful. They explain the process in terms that are easily understandable and always ...”

    - Barbara
  • He was able to guide us through this process with a thorough understanding of what decisions we needed to make to create clear directives for our family to follow if needed.

    “My husband and I went to Dan to help plan our estate. He and the folks at Krause Donovan were very professional, friendly, and efficient. Dan is fluent in what he practices. He was able to guide us ...”

    - Victoria
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  • Wealth Counsel
  • NAELA
  • Elder Counsel
  • BBB Accredited Business

What Sets Us Apart?

Our Philosophy
  • Love
  • Compassion
  • Integrity
  • Pursue Excellence
  • Teamwork
  • Innovative
  • Veteran Owned

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