For referral partners

A coordinated property execution arm — directed by your legal or financial guidance.

We work alongside elder law attorneys, CPAs, financial advisors, and realtors to provide coordinated property solutions for your clients. Your guidance directs the plan; we execute the real estate side of it.

Why partners work with us

Four practical reasons to refer.

  1. 01

    Consistent Communication

    Your clients receive regular updates and clear documentation, reducing follow-up calls to your office.

  2. 02

    Documentation & Reporting

    We provide detailed reports that support your case files, trust administration, or financial planning.

  3. 03

    Clear Scopes & Timelines

    Every engagement has defined deliverables and timelines, so you and your clients know exactly what to expect.

  4. 04

    Reduces Operational Burden

    We handle the property-related coordination so your team can focus on legal, financial, or advisory work.


Refer a client

Have a client we should know about?

We respond to every referral the same business day. Pick the channel that's easiest for you — both reach the same people.

Call us — preferred
352-356-8130

Talk to AJ or Mike directly. The fastest route for time-sensitive referrals — most calls take five minutes.

Hours
Monday – Friday · 9am – 5pm ET
After hours
Voicemail returned the next business day

Contacting us does not create an attorney-client or fiduciary relationship. It is an enquiry for property coordination services only.


Estate lawyers we work with

Trusted Florida counsel for elder law and estate planning.

We partner with elder law and estate planning attorneys across Florida to ensure our clients receive comprehensive legal guidance alongside our property services.

  1. Smith & Associates Elder Law

    Estate Planning & Trusts

    Location
    Tampa, FL
  2. Greenfield Legal Group

    Medicaid Planning & Asset Protection

    Location
    Orlando, FL
  3. Harbor Law Firm

    Probate & Guardianship

    Location
    Jacksonville, FL
  4. Legacy Estate Attorneys

    Elder Law & Long-Term Care Planning

    Location
    Miami, FL
  5. Coastal Elder Law

    Veterans Benefits & Estate Administration

    Location
    Sarasota, FL
  6. Pine Ridge Legal Counsel

    Real Estate & Trust Administration

    Location
    Fort Lauderdale, FL

This is not an endorsement or referral. Please conduct your own due diligence when selecting legal counsel.