Easily connect your clients with expert attorneys.

The Cambridge Referral Program makes it easy to connect your clients with trusted estate planning attorneys. With a straightforward referral process, personalized support, and professional legal guidance, your clients get the help they need.

Connect your client here

All information is handled with complete confidentiality and care.

Custom Form Example

Advisor Information

First Name: * Last Name: * Business Name: * Registered Investment Advisor (RIA): * Email: * Phone: *

Additional Information

Preferred Main Point of Contact: * Estate Guru Software Access: *

Client Information

All information provided is treated with strict confidentiality and used solely to support your client's needs.

Client First Name: * Client Last Name: * Client Email: * Client Phone Number: * Client State: * Client estimated net worth: *

Please provide additional details.

When will your client be ready to engage with the attorney? *