Referring Financial Professionals

As a financial advisor, you look out for your clients’ financial futures, and help them prepare for the unexpected. So do we. 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 financial advisors and other financial professionals. 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.

Financial Professional Referrals for Estate Law

Financial professionals’ referrals are an important part of what we do. We understand how important it is that you and your clients are fully informed about the financial implications of any estate planning or probate decisions they make. We know that referring financial professionals have often built years- or even decades-long relationships with clients and their families. We will protect those relationships while providing your clients 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 maintaining client trust in their financial professional relationships.

We can assist your clients in preparing Wills, updating estate plans and beneficiary designations, and creating and funding their trusts. We can work with you and your client to consider asset protection strategies and develop estate planning that will make the most of the investments you manage on their behalf. 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 provides an extra level of assurance and protection to any financial advice you may provide.

Referring Financial Professionals: Contact Our Gainesville Estate and Probate Attorneys

Harrison Estate Law is happy to work with referring financial professionals and other advisors 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 or 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.