Your client trusts you. Brent works alongside you, not around you.
When you introduce a client, Brent handles the estate planning work cleanly — and treats your relationship with the same care he gives the work itself.
A partner, not a competitor.
You’ve often spent years earning your client’s trust before they ever need an estate plan. Brent’s job is to handle the legal work cleanly and hand the relationship back to you stronger than before.
How we coordinate
How the work actually runs when you bring Brent in.
We talk first
Before anything else, Brent talks with you about what your client needs and how you’d like the introduction handled. He won’t reach out to your client without speaking with you first.
We coordinate with your team
Brent works with you and your client’s other professionals so the plan fits the rest of their financial picture. Nothing is built in a silo.
Your client stays your client
The estate plan is Brent’s lane. The ongoing relationship, the investments, and the tax work stay exactly where they belong — with you.
You stay informed
Through clear updates from Brent and the team, the process stays organized and transparent from the first meeting to the funded plan. You and your client aren’t left wondering where things stand.
Clear lanes.
Everyone does what they do best, and your client gets a plan that fits the rest of their financial life.
What stays with you
- The client relationship
- Investment management
- Tax preparation and planning
- Ongoing financial advice
What Brent handles
- Wills, trusts, and powers of attorney
- Probate and estate administration
- Medicaid and long-term-care planning
- Business succession and asset protection
What should we cover for your client?
Run through your client’s situation. The topics below are the dimensions Brent typically plans around — check what matters to your client. We’ll use what you mark as a starting point when we talk.
- A current trust that may need review or funding.
- Minor children or grandchildren needing guardianship nominations.
- Long-term care exposure worth planning around.
- A business or partnership interest with succession needs.
- Substantial life insurance worth considering for estate-tax sheltering.
- A blended family or remarriage situation.
- Estate-tax exposure at or near the $15M / $30M exemption.
- Meaningful charitable giving goals.
- Professional liability or asset-protection concerns.
- Beneficiary designations or asset titling possibly out of sync.
0 of 11 to cover
Check what matters to your client. We’ll use what you mark as a starting point.
Email BrentFor your clients
A clean one-pager for your client.
A printable introduction to the firm — what we do, how we work, and how to reach Brent — in case it’s useful to share with a client.
Chief Operating Officer
The person who keeps it all on track.
Paula Andrews is the reason the firm runs the way it does. As Chief Operating Officer, she owns the operational side of every engagement — the systems, the scheduling, the follow-through — so your client’s matter keeps moving and nothing slips through the cracks.
She brings more than two decades of doing exactly this, at law firms of every size. She and Brent run Helms Law Group side by side: Paula keeps the firm steady, which frees Brent to focus on the legal work and on your client.
Learn more about Paula →