Have 20 Minutes?

Want $500?

For Attorneys Only

If so, this is for you...

The Challenge

Every client needs estate planning, even if that's not your practice area of law. And you need an experienced, trustworthy referral partner.

The Solution

Our Attorney Referral Program.

Get your client started by completing a simple intake form with them and schedule them for a consultation with us.

If your client retains our firm* you get $500.

*YIPPEE™ program and single will plans excluded.

Who it's for

What Type of Clients Need Planning?

Recently Married or Divorced*

* Marriage * Divorce * Kids * Blended Families*

Any significant life changes involving a couple and/or family require estate planning. That's what we do.

*Some young families may qualify for YIPPEE™

Just Acquired Property and/or

Started a Business

One House or Multiple Properties. Small Business or Franchise. Everyone needs an estate plan to keep their assets protected and their businesses compliant. We can help with that.

Just Got an Inheritance / Settlement

Any new influx of cash or assets needs to be protected as soon as possible. Reduce tax consequences, preserve generational estates and ensure proper administration. Yep. We do that too.