How We Partner with Referral Professionals

For over 25 years, I have built my estate and business planning practice around collaboration. Affluent clients get the best results when their attorney, financial advisor, accountant, insurance professional, and real estate team are aligned and communicating. My goal is to make sure that when you refer a client, you feel like a true partner in the planning process from start to finish.

Referrals Are Documented, Tracked, and Acknowledged

When a client is referred to me, I immediately document the referring professional’s information in the file. It becomes a permanent part of the matter, ensuring I always know who is involved and the client recognizes their advisory team is working collectively on their behalf. This is a small step, but I do it consistently because it builds trust and accountability.

With Client Consent, You Stay Informed

Transparency is essential. With the client’s permission, I keep you updated as the matter progresses—whether that means confirming planning direction, sharing milestones, or coordinating during the funding phase. I understand advisors don’t like being left in the dark, and I’ve structured my process so you never are.

I Work Directly With Advisors to Ensure Trust Funding Gets Done

Estate plans fail most often at the funding stage. I do not let that happen. I work with financial advisors and accountants in particular to make sure:

  • Accounts are properly retitled.
  • Beneficiary designations match the trust.
  • Real estate, LLC interests, and business assets are transferred correctly.
  • Tax strategy is well integrated instead of being patched together.

In appropriate situations, I’m even willing to adjust fees to help ensure the client follows through. My goal is implementation, not just drafting.

Communication You Can Count On

Clients and professionals consistently tell me the same thing: I am reachable.

If I do not answer the phone immediately, I will respond within 24 hours, usually the same day. I use whatever communication method the client prefers — Zoom, email, phone, or in-person. Affluent families expect urgency and clarity, and that’s my standard.

A Boutique Approach Built on Long-Term Relationships

I run a relationship-driven practice. Referring professionals know their clients will be well cared for and that I will treat them as part of the advisory team rather than as outside spectators. That’s why advisors, CPAs, insurance specialists, and real estate professionals continue to send me their top clients year after year.