Many of the families we serve are already working with trusted financial planners, CPAs, and other professional advisors who have helped them build and manage their wealth.
When those advisors introduce a client to our firm, our goal is to support the work they are already doing by ensuring the client’s estate planning is thoughtfully coordinated with their broader financial and tax strategy.
Many of the families we serve have spent decades building businesses, investments, and financial security for the next generation, and thoughtful estate planning helps ensure that wealth is protected and transferred according to their intentions.
Over the course of his career, Chris Pryor has helped Texas families protect hundreds of millions of dollars in assets through thoughtful estate planning.
We view estate planning as one part of a larger planning ecosystem, and we welcome the opportunity to collaborate with the professionals our clients trust.
Advisors often introduce clients to our firm when they want those clients to receive thoughtful guidance about protecting their families, preserving the wealth they have built, and ensuring their estate planning supports the broader financial strategy already in place.
Our Philosophy When Working With Advisors
We believe estate planning works best when it is aligned with the broader financial strategy developed by a client’s advisory team. When working with referred clients, we approach the relationship with three guiding principles:
Planning Before Documents
Estate planning should begin with understanding a family’s assets, goals, and long-term intentions. Only after that clarity exists should legal structures be designed.
Coordination With the Advisory Team
Financial advisors, CPAs, and other professionals often have deep insight into a client’s financial life. When appropriate and with the client’s permission, we welcome collaboration to ensure the estate plan supports the broader strategy already in place.
Long-Term Relationships With Clients
Estate planning is not a one-time transaction. Families, assets, and laws change over time, and we encourage ongoing reviews so plans continue to reflect the client’s goals.
Our planning process is designed to help clients understand their options and make informed decisions before legal documents are created.
Discovery and Orientation
Most clients begin with a brief Discovery Call where we learn about their situation and explain how our planning process works.
Planning and Strategy
The core of our process is a working meeting called the Family’s Future Planning Session.
During the session, we work with clients to:
Design and Implementation
Once the client decides on a planning approach, we design and implement the appropriate legal structures and walk clients through their documents so they fully understand their plan.
Coordination and Follow-Through
A well-designed estate plan must also be properly implemented. We assist clients in coordinating asset titling, beneficiary designations, and trust funding.
When appropriate and with the client’s permission, we collaborate with members of the client’s advisory team to ensure the estate plan aligns with the client’s broader financial and tax strategy.
Ongoing Relationship
Families, assets, and laws change over time. We encourage periodic reviews so estate plans remain aligned with the client’s goals.
Advisors often introduce clients to us when a client’s financial life has reached a point where thoughtful legal planning becomes important.
You may wish to introduce a client when:
In many cases, clients simply need clarity. Our process helps them understand their options and make thoughtful decisions about how their family and assets should be protected.
Advisors often introduce clients with a simple conversation such as:
“As part of making sure everything in your financial life is coordinated, I’d like you to speak with Chris Pryor. He helps many of our clients ensure their estate planning aligns with their overall financial plan.”
Or by email:
“Chris, I’d like to introduce you to [Client Name]. We’ve been discussing their estate planning and I thought it would be helpful for them to explore their options with you.”
Once introduced, our office will coordinate directly with the client to schedule a Discovery Call and guide them through the planning process.
Many advisors introduce clients to us even when those clients are simply beginning to think about estate planning.
Because our process begins with education and clarity rather than immediate document drafting, an early introduction often helps clients better understand their options before making planning decisions.
We are always happy to serve as a resource for your clients.
If you would like to discuss how we work with referred clients or explore ways we might collaborate, we welcome the opportunity to connect.
