Financial Advisor Referral Program
Your Client Has the Assets. Their Estate Plan Doesn't Know It Yet.
Old wills. Beneficiary forms that name the wrong person. Trusts that do not match the money you manage. We fix the legal side so it matches the plan you built. Your client stays your client. Every plan is handled by Melissa Breyer, who has 110+ five-star reviews. Your client gets treated the way ours do.
Try Us With One Client
Send us one person and watch how we treat them. That is the whole test. No contract. No pressure.
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The Coordination Gap
When the Portfolio and the Estate Plan Don't Match
Most of your clients have some version of an estate plan. A will drafted years ago, a trust that was set up when the kids were young, a beneficiary designation that was filled out when the account was opened. What most of them do not have is an estate plan that was reviewed after their last major asset change.
You see the mismatch during onboarding. A client lists significant investable assets but cannot tell you who the successor trustee is. A retirement account beneficiary designation names a former spouse or a deceased parent. A trust document refers to property the client no longer owns and excludes an account opened five years later. The estate plan exists, but it does not coordinate with the portfolio you are managing.
You cannot fix that yourself — document drafting is outside your practice. But you are in the right position to identify it. That is what this program is built around.
Gaps You Identify at Onboarding
- A beneficiary designation on a retirement account that bypasses the trust creates a taxable event and probate exposure the portfolio cannot offset
- A client with significant AUM and no durable power of attorney leaves their financial advisor without legal authority to act during incapacity
- A trust that was funded when the account was opened may not include accounts added later — new assets fall outside the plan
- A beneficiary designation that names a deceased person or a former spouse routes assets outside the client's stated wishes regardless of what the will says
- A client who turns 70 and starts taking RMDs without a coordinated trust structure may be creating an avoidable tax burden for the next generation
How It Works
From Gap Identified to Plan Updated
You identify the gap
During onboarding or a review meeting, you see the mismatch: the beneficiary designation is wrong, the trust is unfunded, the power of attorney is stale. You send one message to your client with Melissa's contact. That is the referral.
We coordinate the documents
Your client hears from Melissa's office the same business day. She reviews the existing estate plan against the current portfolio and drafts what needs to change — beneficiary coordination, trust updates, new powers of attorney. No surprises for your client.
Their legal and financial pictures align
When the plan is updated, we let you know. If questions come up about the portfolio or investment strategy during our engagement, we send them back to you. Your client's relationship with you stays intact. We handle the legal side and step back.
How the Partnership Works
One Introduction. Coordinated Plans.
Financial advisors have told us the same thing: they flag the estate planning gap, the client says they will take care of it, and six months later nothing has changed. The gap stays open because the client does not know who to call and the advisor does not have a reliable attorney to send them to.
This program gives you that attorney. When you identify the mismatch during onboarding or a review meeting, you send one message: “I work with an estate planning attorney who coordinates exactly this. Here is her contact.” From there, we respond within 24 hours, review the existing documents against the current portfolio, and draft what needs to be updated.
We do not manage assets. We do not give investment advice. We do not compete with your practice. When a client comes to us with a question about their portfolio or financial strategy, we tell them to talk to you. For clients who come to us without a financial advisor, we refer them to advisors we trust.
Most financial advisor referral relationships to an attorney go quiet after the first handoff. No update, no follow-through, and eventually nobody bothers referring again. This one is built so that does not happen.
Beyond The Referral
Every estate attorney asking financial advisors for referrals says the same three things: fast response, no poaching, no fees. That is the floor. It is not a reason to pick one firm over another.
Here is what actually comes with being an active partner, whether you send one client this year or twenty:
A Free Personal Estate Plan
Once you complete partner orientation, we draft your will at no cost. Not a discount. Free, one time, no strings.
A Spot in a Small Group of Vetted Professionals
We connect active partners with other professionals who serve the same clients you do, so referrals move in more than one direction.
A Feature in a Real Client Story
When a shared client agrees to it, we build a short video covering their situation and how the plan came together, and you are part of that story.
An Annual Look at Your Own Practice
Once a year, we review your book from an estate-planning risk angle and flag anything your own clients are exposed to.
Training Built Around What Comes Up in Your Client Meetings
Tell us the questions you are fielding, and we build a session around it you can send to your own client list.
We Send Clients Back to You
Every client we work with gets asked who manages their investments. If they do not have a financial advisor, or their current one has not reviewed how their estate plan affects their portfolio structure, we send them your way.
It goes further than a new referral. When we fund a trust, restructure an entity, or update beneficiary designations, that creates new account titling questions on a client you may already manage. We flag it back to their advisor. If that is you, it is new engagement on an account you already hold, not a cold lead you have to find.
The People Behind the Work
We are a husband-and-wife firm. Your client works with Melissa directly, never a paralegal.
Melissa Breyer
Estate Planning Lawyer
Handles your client’s plan start to finish.
Shawn Breyer
Operations & Marketing
Handles onboarding, operations, and marketing.
Our promise
When you send us a client, you are putting your name on us. We treat every client like your reputation depends on it, because it does. You will hear from us within one business day, and again when the work is done. You will never wonder what happened.
Melissa Breyer
Georgia Estate Planning Attorney
Melissa Breyer works with clients whose estate plans were drafted before their current financial picture existed. She reviews beneficiary designations against the trust, coordinates with the client's financial advisor on account titling, and drafts documents that reflect what the client actually owns today. When you refer a client to her, she communicates back when the engagement is complete and flags anything that requires your attention as their advisor. You do not have to wait for a referral to give a client something useful. Ask us for the estate planning checklist built for year-end portfolio review conversations, and use it with anyone on your list.