For Estate Attorneys

How High Tide Advisory can help your clients

Estate documents work best when the financial accounts, insurance policies, beneficiaries, retirement accounts, business interests, and real estate ownership are coordinated with the plan.

High Tide Advisory helps clients organize the financial side of the estate planning picture before and after legal document work.

Client scenarios where coordination may help

• A married retiree wants to test whether the surviving spouse plan works financially.
• A business owner needs beneficiary, insurance, buy-sell, and liquidity planning reviewed alongside legal documents.
• A real estate investor holds multiple properties and needs account, entity, successor, and liquidity considerations organized.
• A family wants to review trust funding, account titling, beneficiary designations, and investment account coordination.

Clear professional lanes

• High Tide Advisory does not provide legal advice and does not draft legal documents.
• Legal conclusions, document drafting, trust interpretation, probate advice, and asset protection advice remain with qualified legal counsel.
• High Tide Advisory can help identify financial accounts, insurance policies, retirement accounts, cash needs, and planning questions for the attorney to review.

Approved next step

For a neutral, unpaid introduction, use the approved Meet Your Adviser link and allow the client to decide whether discovery is appropriate. High Tide Advisory will explain advisory services, fees, conflicts, disclosures, and engagement requirements directly to the client.