Creating an estate plan that makes sense requires a review of a client's finances- what they own, who they owe, etc.  This review often reveals significant gaps in the client's financial plans, omissions that can usually be addressed easily and quickly by someone with the experience to know what to do and how to make it work with the other elements in the client's life.  As a licensed advisor since 2003, I have the experience to understand what needs to be done and how to integrate my client's financial and legal matters efficiently and effectively.