TrustAndEstate.aiA Morrowgate
Private Wealth resource
Talk with Greg
For CPAs and attorneys

An easy way to get business-owner clients to look at their documents

Your clients’ estate documents and business agreements were usually written by different people, years apart. Send them the checkup. They get a plain result and three questions to bring to you, not a list of things to fix on their own.

Tools to send a client

For any owner client Business Owner Estate Checkup Eight short parts. Shows what looks clear, what needs review and what’s unknown. Open → When a partner is divorcing Does your agreement protect you? Four questions about buyback clauses, price, spousal consent and cash. Open → For partners Buy-sell gap calculator Five numbers show whether the agreement’s price and insurance still match today’s value. Open →

What we do

  • Read the client’s agreements, policies and estate documents side by side
  • Put numbers on the gaps: buyout funding, liquidity, equalization
  • Send the questions to you, in writing, for your decision
  • Coordinate insurance and planning once you’ve set the direction

What we don’t

  • Draft documents or give legal advice
  • Prepare returns or give tax advice
  • Tell your client their plan is deficient
  • Go around you: you stay the client’s attorney or CPA

How an introduction works

1

You send the client a link, or introduce them to Greg directly.

2

Greg reviews the documents with the client and writes up the open questions.

3

The questions come back to you. You decide what changes; we coordinate the rest.

[Referral and compensation terms, if any, as reviewed by compliance.]

Referral partners

Your own checkup link, with your name on it

Send it in a year-end letter, a tax-season email or after a client meeting. Clients see that the checkup came from you.

“Shared by [your firm]” at the top of the checkup and the result.

Their three questions, sent to you when a client chooses to share their result.

A ready-to-send email and a one-page PDF for your client newsletter.

A lunch-and-learn for your team on buy-sells after Connelly. [CPE credit, if offered.]

trustandestate.ai/checkup?from=[your-firm]

Request your link

[Referral and compensation terms, if any, as reviewed by compliance.] Privacy

Have a client in mind?

A short call with Morrowgate Private Wealth’s Greg Garone, CEPA®, to see whether it’s a fit. We work with CPAs and attorneys nationwide.