Estate Planning Legal Resources for CPAs and Financial Advisors

A Collaborative Approach That Protects Client Goals

Partnering with advisors to align law, tax, and investments

Advisors ask for clear legal coordination when clients update plans, retitle accounts, or structure gifts. Davies & Davies focuses solely on estate planning, working with portfolio managers and CPAs across Lynchburg, Richmond, Northern Virginia, and Virginia Beach to keep documents synchronized with real assets. Collaboration includes review meetings, implementation checklists, and structured updates so recommendations support wills and trusts and beneficiary designations without conflict.

A referral process designed to be seamless

Whether the referring advisor prefers a handoff approach or wants an active voice in the estate planning process, the attorneys are accustomed to working with a client’s team members — including financial advisors and accountants. Clients often receive a summary of advice regarding beneficiary designations and account titling to share with the team of advisors so that everyone is rowing the boat in the same direction.

Why Advisors Across Virginia Refer Davies & Davies

Davies & Davies' specialization in estate planning gives clients precise legal documents while preserving your ongoing relationship. Clear communication leads to accurate account titling, beneficiary designations, and trust funding, reducing updates and confusion. Advisors and their clients can expect responsive communication, timeline transparency, and education supporting client goals. The firm works with financial advisors and accountants throughout Virginia, including Lynchburg, Richmond, Northern Virginia, and Tidewater.

Questions? Reach Out to Davies & Davies Today.