Estate Planning & Probate Lawyer: Best Referral Sources
Who should be sending you clients, and the rooms they are already sitting in.
Get the networking events worth showing up to
Tell us where you are. We will send you the best rooms for estate planning attorneys and the next meeting dates. Add a ZIP and this page will also show your local chapters and which seats are open.
Most business owners network where their competitors are, not where their referral partners are.
Your own trade group is for learning. Your partners' groups are where the work comes from. Everything below starts with one question. When something happens that makes people need estate planning attorneys, who else gets a call that same week?
Estate planning attorneys sell to individuals and households, and most of the work starts when somebody dies and an estate has to be settled. It is planned well ahead, so the introduction has to happen early. Most clients buy once, so the flow of new names is the whole business.
- Death / probatewhen somebody dies and an estate has to be settled
- Retirementwhen somebody retires
- New babywhen a couple has a child
- Aging / care transitionwhen an aging parent needs a different living situation
- Divorcewhen a marriage ends
- Sale of a businesswhen an owner sells the company
- Home purchasewhen somebody buys a house
Who should be sending you clients
Who you should be sending clients to
Ranked by what starts the job, not by who sounds close to your trade.
The same list, turned around. Give first and the rest follows.
- 01
Financial Advisor
Two-way75Trigger: somebody retires
You and financial advisors both get the call when somebody retires, usually the same week. This one goes both ways.
- 02
CPA / Accountant
Two-way64Trigger: somebody dies and an estate has to be settled
You and CPAs both get the call when somebody dies and an estate has to be settled, usually the same week. This one goes both ways.
- 03
Insurance Life
Two-way60Trigger: somebody dies and an estate has to be settled
You and life insurance agents both get the call when somebody dies and an estate has to be settled, usually the same week. This one goes both ways.
- 04
Real Estate Agent (Residential)
Two-way60Trigger: somebody dies and an estate has to be settled
You and residential real estate agents both get the call when somebody dies and an estate has to be settled, usually the same week. This one goes both ways.
- 05
Insurance Health & Benefits
Two-way60Trigger: somebody retires
You and health and benefits brokers both get the call when somebody retires, usually the same week. This one goes both ways.
- 06
Home Health Care
You send them work59Trigger: an aging parent needs a different living situation
You hear about it when an aging parent needs a different living situation, before home care agencies do. Expect to give more than you get back here.
- 07
Business Banker
They send you work58Trigger: an owner sells the company
Business bankers hear about it when an owner sells the company, before you do. This one sends you work rather than trading it.
- 08
Primary Care Physician
You send them work57Trigger: a couple has a child
You hear about it when a couple has a child, before primary care practices do. Expect to give more than you get back here.
- 09
Senior Living Placement Advisor
You send them work57Trigger: somebody dies and an estate has to be settled
You hear about it when somebody dies and an estate has to be settled, before senior placement advisors do. Expect to give more than you get back here.
- 10
Commercial Real Estate Broker
They send you work55Trigger: an owner sells the company
Commercial real estate brokers hear about it when an owner sells the company, before you do. This one sends you work rather than trading it.
- 01
Financial Advisor
Two-way72Trigger: somebody retires
You and financial advisors both get the call when somebody retires, usually the same week. This one goes both ways.
- 02
Insurance Health & Benefits
Two-way66Trigger: somebody retires
You and health and benefits brokers both get the call when somebody retires, usually the same week. This one goes both ways.
- 03
Junk Removal & Hauling
You send them work65Trigger: somebody dies and an estate has to be settled
You hear about it when somebody dies and an estate has to be settled, before junk removal companies do. Expect to give more than you get back here.
- 04
Home Health Care
You send them work65Trigger: an aging parent needs a different living situation
You hear about it when an aging parent needs a different living situation, before home care agencies do. Expect to give more than you get back here.
- 05
Insurance Life
Two-way63Trigger: somebody dies and an estate has to be settled
You and life insurance agents both get the call when somebody dies and an estate has to be settled, usually the same week. This one goes both ways.
- 06
Real Estate Agent (Residential)
Two-way63Trigger: somebody dies and an estate has to be settled
You and residential real estate agents both get the call when somebody dies and an estate has to be settled, usually the same week. This one goes both ways.
Where those people actually are
Ranked by how many of your best partners are in the room, and how much work each one can send you.
Your city or county chamber of commerce
Your partners are in this room: financial advisors, CPAs, and residential real estate agents.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Find your local chapter →Give someone nine choices and they pick none. If you do one thing from this page, do this.
- 01
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: financial advisors, CPAs, and residential real estate agents.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Chapter finder → - 02
State CPA society
Your partners' associationYour partners are in this room: financial advisors and CPAs.
A CPA is the person most business owners trust most. Sponsors can go to chapter meetings and classes.
Chapter finder → - 03
LinkedIn groups & local B2B communities
Online communityYour partners are in this room: CPAs, residential real estate agents, and life insurance agents.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Chapter finder → - 04
NAIFA / FPA chapter
Your partners' associationYour partners are in this room: financial advisors and life insurance agents.
Classes and carrier ties. Life, property, and investment people here do refer to each other when their licenses differ.
Chapter finder → - 05
Vistage
Paid peer groupYour partners are in this room: financial advisors, CPAs, and business bankers.
Run CEO peer groups. You are buying advice, not leads, but the group turns into a warm list over time.
Chapter finder → - 06
BNI
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
The biggest referral group in the world. You meet every week. Only one person per job. They expect you to show up.
Chapter finder → - 07
LeTip International
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
Weekly referral chapters. One person per job. Strong with trades and home services.
Chapter finder → - 08
Network In Action
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
Referral groups that meet once a month. Good if you cannot give up a morning every week.
Chapter finder →
Your city or county chamber of commerce
Your partners are in this room: financial advisors, CPAs, and residential real estate agents.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Find your local chapter →Give someone nine choices and they pick none. If you do one thing from this page, do this.
- 01
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: financial advisors, CPAs, and residential real estate agents.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Chapter finder → - 02
State CPA society
Your partners' associationYour partners are in this room: financial advisors and CPAs.
A CPA is the person most business owners trust most. Sponsors can go to chapter meetings and classes.
Chapter finder → - 03
LinkedIn groups & local B2B communities
Online communityYour partners are in this room: CPAs, residential real estate agents, and life insurance agents.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Chapter finder → - 04
NAIFA / FPA chapter
Your partners' associationYour partners are in this room: financial advisors and life insurance agents.
Classes and carrier ties. Life, property, and investment people here do refer to each other when their licenses differ.
Chapter finder → - 05
Vistage
Paid peer groupYour partners are in this room: financial advisors, CPAs, and business bankers.
Run CEO peer groups. You are buying advice, not leads, but the group turns into a warm list over time.
Chapter finder → - 06
Prime Time Business Network
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
A South Florida referral group. Only one person per job in each chapter. So your competitors are kept out, and your referral partners have the other seats.
See chapters → - 07
An independent local leads group
Structured referral groupOne seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
Most cities have small leads groups you will never find online. A realtor or insurance agent usually starts them. Ask three people in your trade who they meet with.
- 08
Aging Life Care / senior care provider network
Your partners' associationYour partners are in this room: home care agencies and senior placement advisors.
People who help older adults and their families move, get care, and sort out the house. They are there when the family decides everything at once.
Chapter finder →
Your local estate planning council
Most estate planning attorneys join this room first. It is also the one most likely to be the wrong pick. Estate lawyers, CPAs, bankers, and insurance people in one room on purpose. It was built for this kind of referral. Everyone in it does what you do. Join it for the training, the licences, and the ties to manufacturers. Do not join it for referrals, and do not join it instead of the rooms above.
Your local estate planning council →Let us be straight with you. For estate planning attorneys, a weekly referral group is not the best pick. Your partners gather in professional groups instead, so spend your time there. We would rather say that than sell you a seat you do not need.
Is your seat open?
Prime Time takes one attorney estate planning & probate per chapter. Put in a South Florida ZIP above and we will show you which seats are open.
Add a ZIP code at the top of the page to see which seats are open.
Prime Time doesn't operate where you are yet.
We have fifteen chapters in South Florida and none near you. Telling you to join would be bad advice. The rooms above are the real answer where you are. We can email you the one page version and let you know if we open near you.
Send me those roomsHave the next meetings sent to you
The rooms above are the answer. This is when they meet. Tell us where to send it and we will email you the next dates for estate planning attorneys, with the one page plan.
We already know your trade and your area from this page, so there is nothing else to fill in. We do not ask for a phone number. Every email we send has an unsubscribe link.
Your one-page action plan
Five partners, five things to say, three rooms. Print it and keep it in the car.
Networking plan: Attorney Estate Planning & Probate
The five people who should be sending you clients
- Financial Advisor (Two-way)
Shared trigger: somebody retires - CPA / Accountant (Two-way)
Shared trigger: somebody dies and an estate has to be settled - Insurance Life (Two-way)
Shared trigger: somebody dies and an estate has to be settled - Real Estate Agent (Residential) (Two-way)
Shared trigger: somebody dies and an estate has to be settled - Insurance Health & Benefits (Two-way)
Shared trigger: somebody retires
The three rooms to be in
- Your city or county chamber of commerce: Your partners are in this room: financial advisors, CPAs, and residential real estate agents.
- State CPA society: Your partners are in this room: financial advisors and CPAs.
- LinkedIn groups & local B2B communities: Your partners are in this room: CPAs, residential real estate agents, and life insurance agents.
- Your city or county chamber of commerce: Your partners are in this room: financial advisors, CPAs, and residential real estate agents.
- State CPA society: Your partners are in this room: financial advisors and CPAs.
- LinkedIn groups & local B2B communities: Your partners are in this room: CPAs, residential real estate agents, and life insurance agents.
Don't confuse this with networking: Your local estate planning council. Learning and supplier access, not referrals.