*Thank you for the opportunity to present how The Addison Group can help bring Hook Law’s Vision 2025 to life—partnering with trusted financial professionals to amplify what Hook Law does best. Following our in-person meeting with Tejal Desai and Tom Powell, our team crafted this strategic approach using our proprietary Brandiscover™ process, along with several creative concepts for a branded launch. We’re grateful for your consideration and excited about the potential to move forward together.

“Hook Law — The Trusted Partner for Trusted Advisors"

1. Hook Law is the guide for all financial professionals — The Character

  • Primary Audience: Wealth Management Firms, CPA Firms, Real Estate Professionals, Bookkeepers

  • What do they want? Offer clients comprehensive, stress-free estate solutions without risk to their reputation or time.

  • What are their fears? Giving referrals that go wrong, getting stuck in legal complexity, becoming personally liable.

2. Their clients face complexity and risk — The Problem

  • External Problem: Aging clients with complicated needs (dementia, asset transfer, Medicaid eligibility).

  • Internal Problem: Advisors feel ill-equipped or uncomfortable navigating legal aspects.

  • Philosophical Problem: Your clients deserve smooth transitions, not legal nightmares.

“Your clients trust you with their legacy. Who do you trust to protect it?”
— Hook Law

3. How will Hook Law guide prospects — The Guide

Hook Law will be positioned as the experienced, professional, always-available legal partner/expert.

  • Empathy: “We know how complicated this gets—especially when emotions and legal boundaries intersect.”

  • Authority:

    • 50+ years of legacy (Andy Hook's brand)

    • Legal all-star teams + litigators + estate administrators

    • Customer-first, fiduciary model

4. How Hook Law present the exclusive B2B Partner Model — The Plan

Break this into three simple steps for prospects:

  1. Refer with Confidence

    • Use a secure online portal or concierge system for referrals.

  2. Collaborate with Experts

    • Hook builds a custom legal “SWAT” team for each case.

  3. Deliver Certainty to Clients

    • Ongoing communication, seamless execution, no reputational risk.

Include branded collateral like a “Business Ally Referral Guide” or “Professional Services Toolkit.”

5. Hook Law’s Call to Action

Direct CTA: “Let’s build your legacy team.” (also aides in collecting database growth)

Transitional CTA: “Download a white paper or short video.” For example…

 

5 Estate Challenges Your Clients Will Face in the Next 10 Years

… And How You Can Be Ready.

Download and/or Watch
 

6. How Hook Law prospects can avoid failure:

Without Hook, partners risk:

  • Missteps in elder law and Medicaid planning

  • Asset transfer delays

  • Unintended tax consequences

  • Liability in recommending poor legal support

7. How choosing Hook Law will help you achieve success:

With Hook:

  • Clients get clarity, comfort, and confidence

  • Advisors look like heroes

  • Long-term partnerships mean stability

  • Hook delivers certainty with service

 

Creative Execution Ideas

A. New B2B Microsite or Portal

“Hook Partners” – a separate B2B website section with:

  • Partner onboarding

  • Educational content

  • Secure referral hub

  • Downloadable co-branded resources

B. LinkedIn Thought Leadership Campaign

  • "Legacy Law Shorts" — short videos from Tejal Desai or team on topics like:

    • Dementia and Legal Planning

    • Smooth Wealth Transfers

    • Avoiding Fiduciary Pitfalls

  • Tag and engage CPA and Wealth Management audiences

C. Referral Toolkit (Print + Digital)

  • Branded leave-behind for advisors to give their clients

  • FAQ cards, testimonial mini-brochure/videos, branded folders

  • Optional co-branding with referring firms

D. Quarterly “Legacy Partner” Roundtables

Invite CPAs, advisors, and real estate pros to exclusive roundtables with legal Q&As, estate law updates, and wine/cocktails. Tejal Desai = the keynote. This builds credibility and shows commitment to long-term partnerships.

Branding Recommendation

Keep the Hook name (value of legacy), but refresh the visual identity to:

  • Simple “GenX” typography

  • Symbolic icon (e.g. a clean graphic icon like “chain link” for partnership or a “lighthouse” for guidance)

  • Tone = Warm, Professional, Clear

Tagline examples:

  • “Hook Law. Confidence in Every Transition.”

  • “From Uncertainty to Clarity — Together.”

  • “Partnering with Professionals to Protect Legacies.”

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