Question 1

Do you pay referral fees?

Accepted Answer

No. We build collaborative professional relationships based on mutual client benefit, not commissions. We focus on delivering exceptional results that strengthen your client relationships and enhance your reputation. Many professionals refer to us because we make them look good through superior service.

Question 2

How quickly will you contact my client?

Accepted Answer

We reach out within 24 hours of receiving the referral. We know your reputation is on the line, so we treat every referral with urgency and professionalism.

Question 3

Will you keep me updated?

Accepted Answer

Yes. You'll receive regular updates on case progress. We can also provide co-branded reports if you want to stay visible to your client throughout the process.

Question 4

Do I need to do anything after the referral?

Accepted Answer

No. Once you submit the referral, we handle everything. You can stay involved if you want, but it's not required. Many partners prefer to step back and let us manage the details.

Question 5

What if my client has questions?

Accepted Answer

We encourage clients to reach out to us directly. But if they contact you first, we're available to support you with answers. You'll have a dedicated partner contact for any questions.

Question 6

Can I still work with the client on other matters?

Accepted Answer

Absolutely. We only handle estate administration. You remain the primary advisor for all other legal, financial, or tax matters. We often work alongside your existing services.

Question 7

What types of cases do you accept?

Accepted Answer

We handle probate, trust administration, and estate settlement. We work with estates of all sizes, from $100K to $50M+. Complex cases (disputes, business assets, international holdings) are welcome.

Question 8

Do you have insurance?

Accepted Answer

Yes. We carry $5M in Errors & Omissions insurance. We also maintain strict compliance protocols and security standards to protect your clients and your reputation.

Question 9

What if a case doesn't work out?

Accepted Answer

We screen every referral carefully. If we determine we're not the right fit, we'll let you know promptly and suggest alternatives. We focus on cases where we can deliver excellent service.

Question 10

Can I refer multiple clients?

Accepted Answer

Yes! There's no limit. Many of our partners refer 5-10 clients per year. We welcome ongoing collaborative relationships with professionals who value exceptional client service and transparent communication.

Question 11

Do you work in all states?

Accepted Answer

Yes. We coordinate estate administration in all 50 states through our network of licensed local counsel. Our direct fiduciary authority is limited to California and jurisdictions where we hold court appointment. We partner with local attorneys to ensure compliance with each state's specific laws.

Partner Questions

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