Take Advantage of Our Referral Service

Life Transitions Planning

Our business has grown by the referrals we receive from our clients. We would like to return the favor by helping you find qualified professionals outside the field of estate planning, probate and elder law.

Are you searching for a professional to help you with needs outside of our firm’s fields of practice? Instead of taking your chances by letting your “fingers do the walking” in the Yellow Pages or by “Googling” for someone, let us put you in touch with experienced, independent professionals.

In the area of finances, we have relationships with experience professionals, such as financial planners, CPAs/accountants, real estate agents, insurance agents and insurance agents. In this current economic climate, competent advice in these matters is essential.

For our elderly clients and there families, we can be an excellent resource to find a professional to help them find solutions to the complex issues they are dealing with. Specifically, we can recommend elder case managers, care facilities, in-home care providers, senior relocation services, resources for Veteran’s and more.

Our clients often times ask for referrals to attorneys practicing in family law, workman’s compensation, real estate matters, corporate matters and personal injury matters. The most important step you can take to achieve a positive outcome is to hire a competent attorney to assist you.

All referrals are to independent professionals, not employees of our firm. We recommend them because we’ve determine them to be competent and trustworthy, we dealt with them directly and our clients have received quality service from them.

If you desire such a referral, contact us by telephone or email us atreferral@formyplan.com. We’ll be glad to help.

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