I have clients who come to see me after one of these salesmen convinced them they needed a living trust. But the truth was that those sales people charged a more money than I would have. We keep about three to four attorneys around. Our lawyer doesn't contact clients. We use our financial advisors as a go-between.
Trusts are a great source of business.
I've had great success converting assets. I'll go with my client to the attorney. My insurance business has expanded a great deal over the past few years. I'm trying to set up meetings three to four times per year in modules. There are also irrevocable life insurance trusts.