Referring Accountants

As an accountant, your main concern is to protect your client’s assets and financial interests. We feel the same way. Harrison Estate Law, P.A., is proud of the reputation we have built among attorneys and other service professionals for representing our clients in the areas of Estate Planning, Wills, Trusts, Probate Conflicts, and Asset Protection. We value the working relationships we have built with referring accountants and financial advisors. We understand the fiduciary responsibilities you have to your clients and by extension, how important it is that the people you refer to treat your clients well.

Accountant Referrals for Estate Law

When we receive accountant referrals, we make sure that you and your clients are informed and included in the estate planning and estate administration process. We know that the clients you send to us may have worked with you for years, and we will protect that relationship while providing them with high-quality estate and probate advice. We, too, value our long-term connections with our clients, and we know how important good service and sound advice are to retaining an attorney-client or accountant-client relationship.

We can assist them in preparing Wills, updating estate plans and beneficiary designations, and creating and funding their trusts. That way you and your clients can rest assured that their financial affairs will be in order at the end of their lives. Our legal team brings a variety of backgrounds in everything from business litigation, to family law and child advocacy, to an advanced degree (L.L.M.) in taxation, which ensures that our advice to your clients will not create tax problems for you.

Referring Accountants: Contact Our Gainesville Estate and Probate Attorneys

Harrison Estate Law is happy to work with referring accountants to help your clients set up a new estate plan, review and update existing documents, or pursue probate matters in court. Please contact us online, via email, or call 352-559-9828 to establish a referring relationship with our firm, or to schedule a free consultation for your client. If they don’t live close to Gainesville, we are happy to set up a phone or Zoom call.