REFERRAL PROGRAM
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REFERRAL PROGRAM
Connect your client
Custom Form Example
Advisor Information
First Name: *
Last Name: *
Business Name: *
Registered Investment Advisor (RIA): *
Email: *
Phone: *
Additional Information
Preferred Main Point of Contact: *
Please Select
Advisor
Client
Estate Guru Software Access: *
Please Select
I have an account
My client has an account
Both myself and my client have an account
Client Information
Client First Name: *
Client Last Name: *
Client Email: *
Client Phone Number: *
Client State: *
Please Select Client's State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Client estimated net worth: *
Client's Legal Needs
Deeds
Warranty Deed (WD)
Grant Deed (GD)
Bargain and Sale Deed (BSD)
Lady Bird Deed
Fractional Deed
Trusts
Irrevocable Trust (IT)
Testamentary Trust (TT)
Special Needs Trust (SNT)
Irrevocable Life Insurance Trust (ILIT)
Dynasty Trust
Domestic Asset Protection Trust
Charitable Lifetime Access Trust (CLAT)
Charitable Remainder Unit Trust (CRUT)
Spousal Lifetime Access Trust (SLAT)
Intentionally Defective Grantor Trust (IDGT)
Grantor Retained Annuity Trust (GRAT)
Incomplete Gift Non Grantor Trust (NING, WING, DING, etc.)
Probate/Settlement
Charitable Foundation
Family Office Setup
Family Limited Partnership (FLP)
Entity Formation Services (LLC, S-Corp, etc.)
Registered Agent Services
Guardianship and Conservatorship (G&C)
Attorney Opinion Letter
Please attach the document with the information that needs to be addressed in the Attorney Opinion Letter. You can also share the details below.
Other
Please specify:
Please provide additional details.
When will your client be ready to engage with the attorney? *
Please Select
As soon as possible
In a few weeks
In a few months
Specific date
Choose date:
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