Referral Partners
A trusted partner for your clients' legal needs
Send Us a Referral in 60 Seconds
We know your clients trust you — and when you refer them to us, we treat that trust as our highest responsibility. Our referral portal makes it easy to connect your clients with the legal help they need, and you'll receive confirmation the moment we reach out.
If you already have a referral link, use it anytime. If you're new to referring clients to our firm, contact us to get your personalized portal set up.
Get Your Referral LinkSecure Portal
Your unique link is private and doesn't expire. Use it as many times as you'd like.
Instant Confirmation
You'll receive an email confirmation the moment we receive your referral.
Prompt Follow-Up
We contact your client within one business day of receiving the referral.
Who Refers Clients to Us
Financial Advisors
Your clients need estate plans that align with their financial strategy. We coordinate with you to ensure beneficiary designations, trust funding, and asset titling all work together.
CPAs & Accountants
Tax-efficient estate planning, business formation, and probate administration all benefit from coordination between legal counsel and the client's tax professional.
Attorneys
If estate planning, probate, real estate, or business formation isn't your practice area, we welcome referrals from fellow members of the bar. We respect the relationship and keep you informed.
Real Estate Agents
Your buyers and sellers need competent legal representation at the closing table. We handle residential and commercial closings across six Western PA counties.
Insurance Agents
Life insurance and long-term care policies are most effective when coordinated with the client's estate plan. We ensure policies are properly owned and beneficiary designations are current.
Funeral Directors
Families dealing with loss need guidance. When a family needs help with probate or estate administration, we provide compassionate, straightforward counsel.
What We Handle
Let's Build a Partnership
We value every referral and the trust behind it. Contact us to set up your referral portal or to discuss how we can work together to serve your clients.