"For 35 years, I've helped families clarify estate plans, protect relationships, and navigate the complexities of passing a legacy to future generations."
about Jim Underwood →
Our Role in Collaboration
Our clients typically have a number of trusted financial advisors contributing valuable expertise to their estate plans.
These independent professionals will be able to better serve your needs when their collective efforts are guided by a comprehensive plan and coordinated by an estate planning “coach.”
As coach, our role is to provide valuable integration to estate and financial planning activities so that each of your financial professionals can provide maximum value in a coordinated process.
This collaboration directs all resources toward one goal:
TO ENSURE YOUR FAMILY VALUES AND VALUABLES ARE INVESTED, PROTECTED, AND PRESERVED.
How we work with our clients
Discover
Hear and understand family objectives, values, and goals
Assess
Evaluate current family plan; expose gaps and goal inconsistencies
Mediate
Coach families on constructive communication and generational stewardship
Translate
Ensure values and valuables are well represented in the creation of a multi-generational legacy plan
Advocate
Protect the family's interests across all newly integrated estate planning activities
Facilitate
Provide ongoing plan oversight, fine tuning and plan modification as circumstances change
“Jim has the unique ability to connect to all generations in our family and tackle the most complex estate planning matters while also explaining those concepts to the novice of family members.”
- Kyle D. Hooker, Chairman of the Board, Tibbetts Lumber, LLC and Cox Lumber, Ltd.
For more information
Call: (404) 281-7791
Email: jim@underwoodadvisors.com
Lilburn, GA 30047