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Refer a Client
For attorneys, CPAs, fiduciaries and care professionals. Tell us about the situation and we'll take it from there, keeping you informed.
What happens next
Thank you for thinking of us. We'll call you within 2 hours, before we contact your client, so we understand the situation and how you'd like to be involved.
- A call with you first. We talk through the property, the timing, any court or trust steps, and who should be on updates.
- Then your client. We contact them the way you suggest and keep the first conversation simple.
- A written plan. After we see the property, everyone involved gets the same plan in writing.
- Updates at the points you choose. You hear from us when it matters to your work, and you get the documents you need for your file.
We work alongside your advice and never give legal or tax advice. More about how we work with professionals is on our page for attorneys and professionals.
Frequently Asked Questions
Do you contact my client before talking to me?
No. We call you first, unless you ask us to reach your client directly.
Can you work with a court-appointed administrator or a professional fiduciary?
Yes. We work with executors, administrators, trustees and professional fiduciaries, and with the attorney guiding them.
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