From Front Desk to Firm Owner, with Jenny Rozelle

A client hands you an irrevocable trust and asks what it means for their return. Do you call their attorney, or do you guess?

Jenny Rozelle is the attorney on the other end of that call. She runs a 20 person estate and elder law firm in Indiana, the same firm where she started out answering the phones at the front desk before going to law school at night and eventually buying the place from the founder. She has seen our two professions get this wrong from both sides, and she is direct about what she wishes accountants knew.

In this episode, you'll discover:

• Why "irrevocable" does not mean what most accountants assume it means, and the one assumption that has her re-explaining the same thing to professionals over and over
• How to disagree with a client's attorney without putting the client in the middle, because the client never picks a side, they just stop, and then no plan gets done at all
• What it changes when the attorney on the other end bills flat fees, and why the call you have been avoiding probably costs your client nothing

Press play before the next client walks in with a document you have not seen before. The time to figure out who to call is before you need to call them.

Connect with Jenny: Indiana Estate & Elder Law · LinkedIn · X · Legal Tea, her podcast