Referring a Client
Schedule Your Client's Consultation
Choose a convenient time for your client’s estate planning consultation directly on our calendar. Ideal for clients who are ready to get started right away.
Send Client Information
Complete a quick referral form with your client’s information and any helpful notes. Our team will contact the client within 24–48 hours to schedule their consultation.
Legal documents written by Attorneys. Do-it-yourself estate document software licensed from Estate Documents Pro, LLC. This site provides general information about legal topics. MyLegacyLock.com and My Legacy Lock LLC, and Estate Documents Pro, LLC are not law firms and do not provide legal or tax advice. This site, and the products available on this site, are not a substitute for the advice of an attorney. You should consult with an attorney and tax advisor licensed to practice in your state for advice if you have questions about your specific circumstances.