For Wealth Advisors
We provide the legal counsel your clients need — wills, trusts, business and tax structures — and send them right back to you. We don't manage assets, sell products, or compete for the advisory relationship.
How We Protect Your Relationship
The concern most advisors have when referring a client to a lawyer is reasonable: will this firm try to become the relationship? We built our practice so that question never needs to come up.
We provide legal counsel only.
We never manage assets, sell insurance or financial products, or offer investment advice. That's your domain — and we stay in ours.
The client relationship stays yours.
Every financial question that arises during the legal engagement is referred back to you. We are not building an independent relationship with your client.
You stay informed at every stage.
With client consent, we send proactive status updates directly to you — not just to the client — so you always know where a matter stands.
We coordinate around your strategy.
Legal structures are built to complement your financial plan. We align with what you're already doing before we draft anything.
When the work is done, the client comes back to you.
Our engagement closes when the legal matter closes. We don't cross-sell, and we don't offer services beyond the scope of the referral.
Collaborative Approach
Estate planning is most effective when it integrates with a client's complete financial picture. Lawyers coordinate with wealth managers, financial planners, CPAs, and insurance professionals to create cohesive plans.
Whether your clients work with a major wirehouse, independent RIA, or family office, lawyers understand how to align legal structures with wealth management strategies.
Coordinating With Teams At
And independent RIAs, family offices, and private wealth managers nationwide.
Firms listed are those whose clients Relevant Law serves. No affiliation, partnership, or endorsement by any listed firm is implied.
For Your Clients
Your clients expect a unified experience across their professional advisory team. Lawyers integrate seamlessly into that relationship.
Each referring advisor works with one designated lawyer — your direct line for referral questions, status updates, and coordination. No routing through intake queues or shared inboxes.
Your clients receive consistent, professional service that reinforces your advisory relationship. When the legal matter closes, the client returns to you — no services are offered beyond the scope of the referral.
Complex estate planning requires specialized legal knowledge. Lawyers handle the legal architecture while you stay focused on wealth management, investment strategy, and the broader client relationship.
All client information is protected under attorney-client privilege. Strict confidentiality protocols are maintained that align with financial services standards.
Partner Benefits
The practice is built to serve clients who work with sophisticated advisory teams. Referral partners receive dedicated support and priority service.
A designated lawyer serves as your primary contact for every referral — someone who knows your practice, your client base, and how you work.
We respond to every referral inquiry within one to two business days and schedule initial consultations around your client's availability. You'll know we've connected and what's next.
You stay informed at every stage — not just your client. We send proactive updates directly to you so you're never left wondering where a matter stands.
Access to continuing education materials, planning updates, and thought leadership content for your team and clients.
Practice Areas
The practice areas align with the planning needs of high-net-worth and ultra-high-net-worth individuals and families.
Relevant Law is building a network of wealth management professionals who share a commitment to comprehensive client service. Let's discuss how to work together.
Partner Program Includes