For Financial Advisors

Your Clients Deserve Elite Estate Planning. Let's Deliver It Together.

A referral partnership built around your practice. We handle the legal complexity while you maintain the client relationship, with full transparency, co-branded materials, and a process designed around how you work.

Start a Referral

Why Partner With Us

A Partnership Built Around Your Practice

Fully Customizable Process

Your clients decide how involved their advisory team is in the process. Some prefer their advisor in every meeting. Others want periodic updates. We follow the client's lead.

Co-Branded Materials

Client-facing surveys, reports, and planning summaries carry your brand alongside ours. Your client sees a unified team, not a handoff.

Direct Attorney Communication

No gatekeepers, no phone trees. You communicate directly with the attorney handling your client's plan throughout the entire engagement.

Your Client Always Comes Back to You

We're not here to capture your clients. Once the estate plan is complete, your client returns to your care. We keep you informed at every step so the transition is seamless.

How It Works

Three Steps. Full Transparency.

We designed the referral process to be as simple or as collaborative as you need it to be.

Refer

Submit your client via our simple referral form. Include as much or as little detail as you'd like. A name and phone number is enough to get started, or share the full financial picture.

Collaborate

We work alongside you with joint client meetings, shared documents, and co-branded materials. Your clients decide how involved their advisory team is. Some prefer their advisor in every meeting. Others want periodic updates. We follow the client's lead.

Return

Your client returns to your care with a completed estate plan that integrates with their broader financial strategy. We keep you informed at every step so there are no surprises.

Credentials

Your Clients Are in Qualified Hands

WealthCounsel

Member

Google Reviews

Legacy & Life Law

Get Started

Refer a Client

Referral Form Coming Soon

We're building a streamlined referral portal for our advisor partners. In the meantime, reach out directly to discuss a client referral.

Your Clients Are Already Asking About Estate Planning.

Give them a trusted recommendation and stay involved in the process. Let's talk about how a partnership would work for your practice.

Schedule a Partnership Discussion