Professional pagesOverviewCPAsEstate attorneysP&C agents

For Greater Austin estate planning and probate attorneys

A professional relationship for the decisions retirement can expose.

McCune Whiteley Wealth Management is building relationships with attorneys who serve people approaching retirement. We want to understand which matters your practice handles well, consider your firm when an appropriate legal need arises, and give your clients a retirement planning resource when they need one.

Explore the partnership offerIntroduce your practice

No client information or referral is needed for the first conversation. Future introductions depend on client need, professional fit, capacity, and client choice. Referrals are not guaranteed.

The first offer

Make your practice easier for our firm to understand and consider.

An Attorney Partner Fit Conversation gives both firms a clear view of who the other serves, where each role begins and ends, and when a future introduction may be appropriate.

Request a partner fit conversation

No client names, legal documents, or confidential information are needed.

Your professional fit profile

What we would learn about your practice.

  1. Your ideal clients and mattersThe people, families, life stages, and legal needs your practice is equipped to serve.
  2. Your practice focusThe estate planning, probate, and related matters you accept, plus the work you do not take.
  3. Your geography and capacityWhere you practice, how new relationships begin, and whether your firm is currently accepting them.
  4. Your coordination preferencesCommunication, client permissions, secure information sharing, timing, and follow through with another professional.

Where opportunities can arise

Two firms, two directions, one client choice.

The relationship can help both practices serve the right clients without turning introductions into a quota or transaction.

Your law practice

A client needs retirement planning.

You have a financial planning team to consider when retirement income, investments, employer benefits, or account decisions move beyond your legal role.

McCune Whiteley Wealth Management

A client needs legal counsel.

We can consider an attorney whose practice focus, client profile, geography, availability, and working style appear appropriate for that need.

No referral volume or revenue is promised. There is no quota, exclusivity, compensation, or required reciprocity. Each client decides whether to engage the other professional.
Two professionals leading an educational roundtable for adults approaching retirement
Illustrative client education setting

A potential client education opportunity

Help clients see the decisions that cross professional lines.

MWWM and the attorney can explore an educational session for people approaching retirement. The program can show why beneficiary choices, account ownership, incapacity planning, and legacy goals deserve a coordinated review while options are still open.

  • A practical topicFocus on questions clients can bring back to their own attorney and financial professional.
  • Defined professional rolesThe attorney provides legal education and advice. MWWM stays within retirement and financial planning.
  • Voluntary next stepsAttendees choose whether they want to speak with either professional after the session.

The topic, speakers, materials, promotion, follow up process, and required approvals would be confirmed before any session is offered.

When both firms serve the same client

Organize the four decisions that often need both perspectives.

MWWM can gather the relevant financial facts and questions before requesting legal guidance. The attorney remains responsible for all legal analysis, recommendations, drafting, interpretation, and execution requirements.

Beneficiaries

Do account designations reflect the client’s legal intentions?

Identify retirement accounts, insurance benefits, and transfer arrangements the attorney may want the client to review.

Ownership

Are titles and trust planning pointing in the same direction?

Bring questions about ownership, trust funding, and account administration to counsel before financial actions are taken.

Incapacity

Who can act, and what will the institution require?

Organize account facts and institution procedures so the client can discuss authority, agents, trustees, and documents with counsel.

Legacy

How do lifetime needs connect to what the client wants to leave?

Model retirement spending and liquidity while the attorney advises on legal structure and estate planning choices.

An organized review request

Give counsel the financial context without asking counsel to reconstruct it.

With client authorization, MWWM can prepare an Estate Coordination Summary around one defined issue before requesting the attorney’s legal guidance.

Estate planning portfolio arranged with a home model and family legacy objects
Illustrative coordination materials
What the attorney receives

The facts and open questions for one specific decision.

  1. The decision and timingThe beneficiary, ownership, incapacity, or legacy issue the client wants to address and any relevant deadline.
  2. The relevant financial factsAccounts, current designations, ownership, cash needs, and planning goals related to the question.
  3. The planning contextRetirement income and liquidity considerations prepared by MWWM within its role.
  4. The open legal questionsA short list of issues requiring the attorney’s analysis, advice, documents, or confirmation before the client acts.

Clear division of responsibility

The attorney owns the legal work. MWWM owns the financial planning work.

The coordination process surfaces conflicts and open questions early. It does not blur professional responsibilities.

The attorney leads

  • Legal advice and estate planning recommendations
  • Drafting, interpretation, and execution of legal documents
  • Advice about trusts, ownership, fiduciaries, probate, and applicable law

MWWM coordinates

  • Retirement accounts, investments, cash flow, and beneficiary information
  • Financial planning analysis within the firm’s professional role
  • Questions for counsel before the client changes accounts, titles, or designations

A firm relationship

The attorney works with McCune Whiteley Wealth Management, not one person alone.

Michael is the Cedar Park point of contact, supported by a broader team providing financial guidance, insurance services, operations, and client support.

Founded 2009An established firm with a written planning process.
300+ householdsFamilies served across the firm’s planning relationships.
Two Texas officesCedar Park and Fort Worth, with local coordination through the Cedar Park team.

Planning team

Organizes retirement income, investments, employer plans, cash flow, and the alternatives under consideration.

Operations and service

Helps coordinate records, client permissions, meetings, and follow through so open questions do not disappear.

One clear contact

The attorney has a defined point of contact while the broader firm supports the client relationship and planning process.

How the relationship begins

Start with professional fit, then coordinate only when a client chooses both firms.

01

Build the fit profile

Share the clients, matters, geography, capacity, and professional situations each firm wants to serve well.

02

Compare working styles

Discuss communication, responsiveness, client experience, secure document handling, and follow through.

03

Choose one useful start

Consider a client education session, a future professional introduction, or simply keeping the relationship open.

04

Coordinate with permission

If a client chooses both firms, define permissions, roles, secure information sharing, and responsibility for each next step.

No client names or records are needed for the first conversation. Exchange client information only after a client chooses to involve both firms and provides the appropriate authorization.

Attorney Partner Fit Conversation

Tell us which clients and matters your practice wants to serve.

Michael is the Cedar Park point of contact. Introduce your practice, learn how the broader MWWM team works, and decide whether a professional introduction, coordination, and education relationship is worth exploring.

Request a partner fit conversationCall (512) 960 4900

Please do not send legal documents or confidential client information by email.