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MEET OUR GREAT LAWYERSEstate Planning Referral Management
Expert management of auto accidents, slip-and-falls, and injury case referrals
PRACTICE AREA
Estate Planning Referral Management
Estate planning thrives on professional referral relationships. Financial advisors, CPAs, insurance agents, and wealth managers regularly encounter clients who need wills, trusts, and comprehensive estate plans. ANAVA Consulting helps estate planning attorneys build and maintain these valuable referral partnerships while managing the intake and follow-up process that turns referrals into long-term client relationships.
Unlike one-time litigation matters, estate planning creates ongoing relationships requiring periodic review and updates. ANAVA’s referral management system includes reminder systems for estate plan reviews, beneficiary updates, and life event check-ins that generate additional work and referrals from satisfied clients.
Why Estate Planning Referrals Are Valuable
WE BELIEVE IN WHAT'S RIGHT
Why Estate Planning Referrals Are Valuable
Facts and Stats
Common Personal Injury Case Types We Handle
Wills & Testaments
Last will and testament drafting, updates, and execution to ensure proper asset distribution
Healthcare Directives
Living wills and advance directives for end-of-life medical decisions
Living Trusts
Revocable and irrevocable trusts to avoid probate and protect assets
Probate Administration
Estate administration, executor guidance, and court proceedings
Power of Attorney
Financial and healthcare powers of attorney for incapacity planning
Trust Administration
Trust management, trustee duties, and beneficiary distributions
Estate Planning Referral Management
Where Can We Assist You?
Specialized Planning
Refer complex cases requiring expertise in charitable trusts, dynasty trusts, or special needs trusts
Tax Expertise
Connect large estates with estate tax specialists
Document and Information Collection
Existing estate planning documents for review
Out-of-State Property
Connect clients with counsel in states where they own real estate
Ancillary Professional Referrals
Refer clients to financial advisors, CPAs, and insurance agents
Ongoing Relationship Management
Annual review reminders sent to clients Educational seminars & webinar
Business Succession
Refer business valuation and succession specialists
Client Intake Process
Gather preliminary information about family structure and assets
Professional Referral Partner Intake
Capture referrals from financial advisors & CPAs through secure forms
Estate Planning
Estate Planning Services We Support
ESTATE PLANNING
Basic Estate Planning
Simple wills, revocable living trusts, powers of attorney (financial and healthcare), healthcare directives, HIPAA authorizations
ESTATE PLANNING
Advanced Estate Planning
Irrevocable trusts (life insurance, charitable), generation-skipping trusts, QPRTs, GRATs, family limited partnerships
ESTATE PLANNING
Specialized Planning
Special needs trusts, pet trusts, gun trusts, digital asset planning, ethical wills
ESTATE PLANNING
Business Succession
Buy-sell agreements, succession planning for family businesses, key person insurance coordination
Success Metrics
Our estate planning clients typically see
4x increase in referrals from financial advisors within 12 months
85% client retention through review reminder system
40% increase in repeat business from existing clients
London
123 Legal Drive, Suite 100, Hometown, ST 12345
Los Angeles
Hometown, ST 12345
Email Us
contact@anavaconsulting.com
Call Us
(800) 555-1234
We actively share our knowledge and pass down years of experience to maintain excellence throughout the firm.
Reach Us
We are diligent and determined because we care about the success of our clients.
Anava
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