Trust attorneys find themselves in the unique position of being able to help not only their existing clientele but also those within contact distance.

A trusted mortgage advisor can be one of your best referral partners because they are aware and experienced with all aspects that come into play when it comes time for a trust-related matter or otherwise - especially now more than ever before given recent events involving this type of law firm's specialty area!

The mortgage broker is seeing the property vesting, how financial assets are held and what kinds of dependents each client has. Collectively these pieces paint an Estate Planning opportunity for you!

Not only are mortgage transactions one of the easiest ways for a lead to be generated and passed on, but they're also an excellent opportunity that allows you as a producer or lender representative greater visibility in front of clients.

By partnering up with brokers who know how important it is to protect the assets we work so hard at creating--you could open more doors than ever before!

‍