Referral partners
A practical estate planning referral resource for families who need to protect the home.
For realtors, lenders, financial advisors, insurance professionals, care managers, and anyone who sits across from families at the moment planning questions surface.
Who to refer
Families at a planning moment
- Buyers or sellers with title questions or inherited property
- Clients whose parents are aging or recently diagnosed
- Homeowners refinancing with unclear ownership on the deed
- Business owners with no documented succession
- Blended families who have never updated old documents
Common signs someone needs help
- “We were going to just add my son to the deed.”
- “Mom has a will somewhere, I think.”
- “My brother and I inherited the house together.”
- “I have power of attorney — the bank wouldn't take it.”
- “If something happened to me, my partner would figure it out.”
How referrals work
Three steps, no paperwork on your end
01
You spot the signal
A client mentions a deed question, an aging parent, an inherited property, or a will nobody can find.
02
You share one link
Point them to the Legacy Checkup. No pitch required — the diagnostic explains itself.
03
We take it from there
We handle intake, review, and findings, and keep you informed of status where the client permits it.
Partner FAQ
What partners ask
This website is informational only and does not constitute legal advice. Viewing this site or contacting the firm does not create an attorney-client relationship. An attorney-client relationship is formed only through a signed engagement agreement. Examples and past matters do not guarantee any particular outcome.
Next step
Refer a family, or talk through how we can support your clients.
Partner conversations cover the language to use, when to refer, and what your clients can expect.