Referral partnership
Estate & Probate Attorneys
Receive organized intake packets and a coordinated family-side contact.
Why partner with us
- Pre-organized intake packets (death certificates, will, account inventory)
- Direct line to a concierge handling administrative tasks
- Reduces back-and-forth on document collection
How referrals work
- 01Refer the family through your partner-coded URL.
- 02We assemble the document packet your office requires.
- 03You receive secure access to the case vault.