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Professional Advisors
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Our office believes in the team approach to estate planning and we work closely with other professional advisors, including financial planners, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and tax advisors. We believe the team approach provides our clients with the most comprehensive, realistic and effective estate plans. To that end, we strive to keep you informed and involved at all stages of the estate planning process.
Study Groups/Teleconferences
Our firm hosts practical and relevant teleconferences designed specifically for CPAs, financial planners, and other financial professionals on estate and tax planning topics. These teleconferences allow us to learn together with our colleagues and discuss solution sets and other client-centered planning strategies that benefit all advisors. Please email tina@dockerylawgroup.com for more information.
Newsletters
If you would like to receive our monthly e-newsletter for advisors and financial professionals, please email tina@dockerylawgroup.com with “Advisor Newsletter” as the subject. Your information will be kept confidential, and you can unsubscribe at any time.
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Dockery Law Group assists clients with Estate Planning, Advanced Estate Planning, Special Needs Planning, Elder Law/Medicaid Planning, Legacy Planning, Pet Trusts, Probate, & Estate Administration in Orange County, California including, Aliso Viejo, Laguna Niguel, Irvine, Laguna Hills, Mission Viejo, Foothill Ranch, Rancho Santa Margarita, Trabuco Canyon, Lake Forest, Costa Mesa, San Juan Capistrano, Dana Point, San Clemente, Laguna Beach, Corona Del Mar, Newport Beach, Balboa, Laguna Woods, Huntington Beach, El Toro, Anaheim, Anaheim Hills, Brea, Buena Park, Coto de Caza, Cypress, Dove Canyon, Fountain Valley, Fullerton, Stanton, Garden Grove, Ladera Ranch, La Habra, La Palma, Los Alamitos, Orange, Placentia, Portola Hills, Tustin, Villa Park, Westminster, Yorba Linda, Santa Ana, and Seal Beach.
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