Estate Planning & Probate Lawyer: Best Referral Sources
Who should be sending you clients, and the rooms they are already sitting in. Tell us where you are and we will send the list.
Your one-page action plan
Five partners, what starts the work for each one, and the three rooms to be in. 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.
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. When something happens that makes people need estate planning attorneys, who else gets a call that same week?
The same list, turned around. Give first and the rest follows.
Match strength is how much of your work starts from the same event as theirs, scored out of 100. Higher means you are more often called into the same job in the same week.
- 1 Financial Advisor Two-way Trigger: somebody retires 75 match strength out of 100
- 2 CPA / Accountant Two-way Trigger: somebody dies and an estate has to be settled 64 match strength out of 100
- 3 Insurance Life Two-way Trigger: somebody dies and an estate has to be settled 60 match strength out of 100
- 4 Real Estate Agent (Residential) Two-way Trigger: somebody dies and an estate has to be settled 60 match strength out of 100
- 5 Insurance Health & Benefits Two-way Trigger: somebody retires 60 match strength out of 100
- 6 Home Health Care You send them work Trigger: an aging parent needs a different living situation 59 match strength out of 100
- 7 Business Banker They send you work Trigger: an owner sells the company 58 match strength out of 100
- 8 Primary Care Physician You send them work Trigger: a couple has a child 57 match strength out of 100
- 9 Senior Living Placement Advisor You send them work Trigger: somebody dies and an estate has to be settled 57 match strength out of 100
- 10 Commercial Real Estate Broker They send you work Trigger: an owner sells the company 55 match strength out of 100
- 1 Financial Advisor Two-way Trigger: somebody retires 72 match strength out of 100
- 2 Insurance Health & Benefits Two-way Trigger: somebody retires 66 match strength out of 100
- 3 Junk Removal & Hauling You send them work Trigger: somebody dies and an estate has to be settled 65 match strength out of 100
- 4 Home Health Care You send them work Trigger: an aging parent needs a different living situation 65 match strength out of 100
- 5 Insurance Life Two-way Trigger: somebody dies and an estate has to be settled 63 match strength out of 100
- 6 Real Estate Agent (Residential) Two-way Trigger: somebody dies and an estate has to be settled 63 match strength out of 100
Knowing the names is half of it. We will send the list with what to say to each one. Send me my list ↑
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. Give someone nine choices and they pick none, so we have marked the one to start with.
- 1 Your city or county chamber of commerce Your pick Your partners are in this room: financial advisors, CPAs, and residential real estate agents. Chapter finder →
- 2 State CPA society Your partners are in this room: financial advisors and CPAs. Chapter finder →
- 3 LinkedIn groups & local B2B communities Your partners are in this room: CPAs, residential real estate agents, and life insurance agents. Chapter finder →
- 4 NAIFA / FPA chapter Your partners are in this room: financial advisors and life insurance agents. Chapter finder →
- 5 Vistage Your partners are in this room: financial advisors, CPAs, and business bankers. Chapter finder →
- 6 BNI One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 7 LeTip International One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 8 Network In Action One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 1 Your city or county chamber of commerce Your pick Your partners are in this room: financial advisors, CPAs, and residential real estate agents. Chapter finder →
- 2 State CPA society Your partners are in this room: financial advisors and CPAs. Chapter finder →
- 3 LinkedIn groups & local B2B communities Your partners are in this room: CPAs, residential real estate agents, and life insurance agents. Chapter finder →
- 4 NAIFA / FPA chapter Your partners are in this room: financial advisors and life insurance agents. Chapter finder →
- 5 Vistage Your partners are in this room: financial advisors, CPAs, and business bankers. Chapter finder →
- 6 Prime Time Business Network One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. See chapters →
- 7 An independent local leads group One seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
- 8 Aging Life Care / senior care provider network Your partners are in this room: home care agencies and senior placement advisors. 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. Everyone in it does what you do. Join it for the training, the licenses, and the ties to manufacturers. Do not join it for referrals, and do not join it instead of the rooms above.
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.
These rooms meet on real dates. We will send you the next ones for your area. Send me the dates ↑
Is your seat open?
Prime Time takes one Attorney Estate Planning & Probate per chapter. Put a South Florida ZIP into the form above and we will show you which seats are open.
Add your ZIP code in the form above to see which seats are open. Go to the form ↑
Prime Time doesn't operate where you are yet.
We have chapters across 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 roomsWant this as a list you can act on?
Send it to yourself: the partners above, the rooms ranked for estate planning attorneys, and the next meeting dates for your area.
Send me my list