For Professional Referral Partners

Refer Your Clients to The Hive Law

A structured referral partner program for CPAs, financial advisors, insurance agents, divorce attorneys, elder law consultants, and real estate professionals in Atlanta, Georgia. Your client stays your client. We put that in writing.

Find Out Where You Stand

Prefer to talk right now? Call Us: 770-710-3422

Your Client Stays Your Client

When you refer a client to The Hive Law, three things happen: we respond within 24 hours, we update you throughout the engagement, and we never try to replace you as their primary advisor. Select your profession below to see how the program works for your practice.

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Why Professional Referral Partners Choose The Hive Law

Most referral relationships between professionals are informal. No written commitments. No communication protocol. No way to know if your client had a good experience until they mention it months later.

The Hive Law built this program to be different. Every referral has a defined process. You hear from us within 24 hours of making the introduction. You receive updates throughout the engagement. When the work is complete, you receive a summary of what changed in your client’s plan.

Our Commitment to You

We do not compete for your client relationship. We handle estate planning documents only: wills, trusts, powers of attorney, healthcare directives. We do not offer financial advice, tax planning, insurance products, family law services, or real estate transactions. What is inside your professional scope stays inside your professional scope.

That commitment is in writing. Every referral partner receives our non-poaching agreement before we accept their first referral. It states exactly what we do, what we do not do, and what we commit to communicating after every engagement.

The Estate Exposure Report — Your Referral Tool

Every partner receives access to the Estate Exposure Report. It is a free assessment your clients complete in under five minutes. The report instantly identifies their estate planning gaps and connects them to a strategy call with Melissa Breyer. You are attributed as the referring partner on every submission.

#1 Structured partner program among Atlanta estate planning firms
24 hrs Response time to every referred client
100% Of referred clients remain your clients — in writing

For Financial & Tax Professionals

CPAs, financial advisors, and insurance agents encounter estate planning gaps constantly. We handle what your professional scope does not allow.

For Medical & Senior Care Professionals

Geriatric care managers, hospice social workers, senior placement advisors, and funeral directors each work with families at the exact moment estate planning gaps surface.

How It Works

1

A 15-Minute Call With Shawn

Tell us what is going on with your family. Shawn walks you through your options and what each one costs. Free.

2

The Design Meeting With Shawn and Melissa

In a 60-minute meeting, Shawn and Melissa review your assets, your family, and your goals together and confirm your price. This meeting is credited toward your plan if you move forward.

3

Review Every Document With Melissa

Before you sign, Melissa walks through every document with you in plain language. No legal jargon. No confusion about what you are signing.

4

Sign at Home

You sign at home, in front of a notary and witnesses you line up. Your signing instructions tell you who needs to be there. After you sign, you get a written checklist of what to do next.

Melissa Breyer

Melissa Breyer

Georgia Estate Planning Attorney

Melissa Breyer is a Georgia estate planning attorney who works exclusively on trust-based estate planning and LLC formation. She personally designs and drafts every plan at The Hive Law after the initial call. Every plan is built from scratch for your specific family, your specific assets, and your specific wishes.

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What Our Clients Say

Frequently Asked Questions

“Your client stays your client” means we do not cross-sell, do not solicit additional services your client did not come to us for, and do not position ourselves as a replacement for you in their professional network. If your client asks us about investments, tax planning, insurance, or family law during our meetings, we refer them back to you. We put this in writing as a signed commitment before accepting your first referral.

We contact your client within 24 hours of the introduction. We update you when we schedule their strategy call, when the engagement begins, and when the work is complete. At close, we send a brief summary of what changed in their estate plan so you can coordinate any related work on your end.

You can give clients a tool to assess their own estate planning gaps. Give your client the Estate Exposure Report link. The report is free, takes under five minutes, and produces an instant analysis of their estate planning gaps. It connects them directly to a strategy call with Melissa. Your name is attached to every submission so we know who referred them and can keep you updated.

Georgia Bar Rule 5.4(a) prohibits attorneys from sharing legal fees with nonlawyers. We cannot pay referral fees, and we prefer not to structure the relationship around financial incentives. The program is built on mutual client service and reciprocal referrals. When our clients need services in your professional area, we refer them to our partners. That structure produces more consistent referrals in both directions over time than a per-referral payment ever would.

Find Out Where You Stand

You’ve been meaning to do this for a while now. That’s normal. Most families wait until something happens, then wish they hadn’t.

A 15-minute call tells you exactly what you have, what’s missing, and what your family needs next. No paperwork, no obligation, just a straight answer.

  • No sales pitch. Just a straight answer about where you stand.
  • No confusing terms. We explain everything in plain English.
  • A real next step. You’ll know exactly what to do when we hang up.

Prefer to talk right now? Call Us: 770-710-3422