For decades, most of our new relationships have come from the estate attorneys and accountants we work beside. Here's why they keep referring — and how to start.
We don't draft documents or file returns. When you refer a client, you stay their attorney or CPA — and we make your work easier by keeping accounts, titles, and beneficiaries aligned with your documents.
We treat referred clients as the extension of your reputation they are: responsive, thorough, and no product pressure. Ever.
Business exits, estate updates, charitable strategies — you'll hear from us before decisions get made, not when the paperwork needs signing.
Once a year, we put your documents and the account records side by side and confirm they agree — titling, beneficiaries, ownership, successors. Thirty minutes that saves your client's family years of cleanup, and makes your work land exactly as drafted.
Call us for a no-obligation consult on the planning side — whether or not a referral ever comes of it. That's how most of our best professional relationships started. Or introduce yourself below and we'll reach out.
We'll reach out within one business day — usually faster.
Looking forward to working beside you.