WE LOVE REFERRALS!

The 'Refer a Friend' program allows you to share a $650 discount off of an Estate Plan Strategy Session with your friends and family. Simply use the 'Refer a Friend' page to ensure you get credit for your referrals!

Participating in our 'Refer a Friend' program not only helps your friends and family secure their future with expert Estate Planning services but also rewards you!

Your friend will receive a $650 discount toward their Estate Plan Strategy Session and you will receive a $50 gift card for each referral when they attend their session!

Tracking your referrals and sharing discounts is easy. Use our 'Refer a Friend' page to send your friends and family the link to start their Estate Planning journey with us.

That's all you need to do! We will track the referrals from our end and ensure you receive your $50 gift card when they attend their Estate Plan Strategy Session.