For estate and elder law attorneys

Our goal is to make you look good, and stay in our lane

Every estate planning practice runs differently. We adapt to yours, so every client you send us is a referral that reflects well on you.

Your goals

Whether your focus is estate planning, elder law, or trust administration, our work should support the plans you design, not second-guess them.

Your business

We learn how you work with clients and families, so account titling and beneficiary updates follow your plan instead of creating more work for you.

Your clients

We follow your lead on how you talk with clients and their families, and explain the financial side in plain English.

Your style

Some attorneys want to review every beneficiary change. Others just want us to do our job and know they can trust us to do it right. Tell us how you like to work, and we’ll adapt.

Refer a client Call (651) 472-5577

What you can count on

Clear roles. You draft the documents and give legal advice. We handle the planning and investments and never give legal advice.
Accounts that match the plan. We help make sure beneficiary designations and account titles line up with your documents, and stay that way as life changes.
A second set of eyes. If anything catches our eye, like an account that doesn’t match the plan, we bring it to you first.
Fee-only, nothing to sell. Paid only by the client, so an introduction never looks like a sales pitch.

Some ways we can support your clients

Coordinating beneficiary designations and account titling with your plan
Funding trusts with the right accounts
Helping families plan for an inheritance before it happens
Family meetings so spouses and adult children understand the plan
Planning ahead for incapacity, including trusted contacts on accounts

Refer a client

Brian Limborg, CFP^®, CDFA^®, 17 years as a fee-only fiduciary advisor.

We typically work with households that have $400,000 or more in investment assets, including assets received in a settlement or inheritance. If you’re unsure whether a client is a fit, just call and ask.

Please don’t include confidential client details here. We’ll gather what we need directly, with the client’s permission.

(651) 472-5577 St. Paul office, by appointment: 962 Inwood Ave N, Oakdale, MN 55128

Introduce a client or start a conversation

Loading the form…