Working With Professional Advisors

Because we know that only through teamwork can we achieve the best results for our clients, it is our pleasure to work closely with their other trusted advisors, including their accountants, financial professionals and insurance advisors.

"Ted has twice referred me to other professionals with specialties outside his own, who showed themselves generous, knowledgeable and effective."  
-- T.D., Ventura

META law takes a handcrafted – not mass-produced – approach to estate planning by:

  • Working with insurance professionals to include long term care insurance to protect the estate, and  increased life insurance to grow the estate and provide liquidity;

  • Working with financial professionals to determine and meet the clients’ financial goals for their businesses and families and to ensure stability as wealth is transferred to succeeding generations;

  • Working with accounting professionals to go beyond income tax planning to maximize capital gains, gift, estate and property tax savings for our mutual clients;

  • Providing a full set of personalized choices accompanied by educational materials to insure that our clients’ legal documents are tailored to their specific needs.

We believe this team approach provides our clients with the most sophisticated, comprehensive, and effective planning possible. To that end, we encourage our clients to invite their professional advisors to join us in the planning process. Moreover, once we are involved, we strive to keep our clients’ advisors informed and involved at all stages of the process. 

By making you a focal point in the representation
of our mutual clients, it is our goal to add value to
your existing relationship with your clients.

We are privileged to work with many talented, sophisticated and wise advisors.  If you are interested in working with us, please click here to find out more about our process.  

"Ted was particularly effective addressing our client's concerns.  I thoroughly enjoyed the Legacy Discovery Process and recommend it highly!"
-- J.D., Malibu

To learn about the feature that every trust should have – though most don’t – click here.  

For additional information, visit the Advisors Only section of our website.  A log-in is required.  If you don't have a log-in and would like one, please contact us at 805.856.3400.