Estate Planning Resources for Financial Professionals

Supporting Your Clients. Collaborating as a Team.

Welcome to Our Professional Network

At Paul O. Dillon Attorney at Law, we value the expertise of financial professionals — and we welcome you into our estate planning process. Whether you're a CFP®, investment advisor, insurance agent, CPA, or tax consultant, we believe the most effective estate plans are built collaboratively.


From Corinth to Bangor and across Maine, we work closely with advisors like you to ensure your clients receive legal planning that aligns with their financial goals.

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Our Collaborative Approach

Putting Your Clients First — Together

We invite financial advisors to partner with us at every stage of the planning process:

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Client Welcome Kit & Questionnaire

Our clients receive a short intake questionnaire that helps focus their priorities and streamline the first consultation.
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Transparent Consultations

Clients receive general recommendations and a fee quote up front, along with a clear retainer agreement.
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Ongoing Communication

We keep clients informed and loop in their advisors regularly via phone, email, or in-person meetings.
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Thoughtful Document Signing

We take time to review each section of a client’s plan in plain English before signing.
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Trust Funding Support

We help clients, or their advisors, ensure that assets are titled and aligned with the estate plan.
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Continued Engagement

Through newsletters, client events, and seminars, we keep plans updated and relationships strong.

Adapting to Your Process

Every firm and advisor works differently — and we respect that. Whether you prefer to lead the relationship or play a support role, we’re happy to blend approaches to best serve your clients.


We’ll meet you where you are, and help your clients where they need us most.

Let’s Align Our Approaches
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Joint Marketing Opportunities

Host an educational event, client appreciation seminar, or co-branded webinar with Paul O. Dillon. Topics can be tailored to your audience and client needs.

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Monthly Professional E-Newsletter

Stay updated on estate planning trends, law changes, and strategic planning ideas with our email newsletter for advisors.

Start the Conversation


Let’s build better outcomes — together. We’re here to support you, your practice, and the clients we serve in common.