Get Paid For Your Referral

Make Money Referring Estate Planning Business

On January 1, 2021, Arizona became the first state to abrogate its long-standing prohibition against an attorney paying a non-attorney for referring a client. Attorneys may now pay a referral fee to anyone who refers a client!

Trajan Estate Law Firm recently launched our client referral program. We will pay clients 20% of the fee we collect from those you refer for estate planning needs!

Trajan Estate’s offerings include:

  • Living trust estate plans
  • Last Will & Testament plans
  • Post-death probate / trust administration services
  • Elder Law – Medicaid (long-term care) planning
  • Business formation / succession
  • Asset protection
  • Advanced estate planning (irrevocable trusts, gifting plans)
  • Charitable – Private Family Foundations (501c3)

In addition, we have a strong network of non-estate attorneys with whom we have a referral relationship.  You can refer any legal matter our way, and we will introduce them to a quality attorney who can help.  We will pay you 20% of the referral fee we receive for non-estate matters.

Just send us an email with your name and the name and contact information of the referral to [email protected]

© 2024 Trajan® Wealth LLC. Nothing in this blog is intended as investment advice, nor is it an offer to buy or sell any security. Please consult your financial advisor for questions about your personal financial situation. All investments involve risk, including the potential for loss. Trajan Wealth clients and employees may have a position in any of the securities mentioned. Portfolio holdings and other data are subject to change at any time and without notice. Additionally, the above links provided as a convenience and for informational purposes only; they do not constitute an endorsement or an approval by Trajan Wealth, L.L.C., of any of the products, services or opinions of the corporation or organization or individual. Trajan Wealth, L.L.C., bears no responsibility for the accuracy, legality or content of the external site or for that of subsequent links. These materials are for informational and educational purposes and are not designed, nor intended, to apply to any person’s individual circumstances. It does not take into account the specific investment objectives, tax and financial condition, or particular needs of any specific person. Please consult with your legal and/or tax advisor before making any tax-related decisions.