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Referral Partners

At The 258 we believe in mutual referral partners. Why? Simply because when assisting the clients in their self-help legal document preparation, subjects such us life insurance, investment accounts, retirement accounts, taxes, attorney advise, and much more are often raised as questions. Because we cannot give any advise, we believe that for a more complete assistance of our client’s needs, being able to refer them to professionals in such specific fields is key to a more complete customer service.

For these reason, a large amount of our business comes from families, attorneys, paralegals, accountants, financial advisors, life insurance agents, and lenders’ referrals.

partner with THE 258

If you are a business professional in a field relevant to estate planning and would like to further discuss a mutual collaboration fill out the form below: