At The 258 we believe in mutual referral partnerships. 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:
DISCLAIMER: The 258 is a Registered Legal Document Assistant’s Office. We are not attorneys and cannot select legal forms. The information presented on our web site is general, factual, published information obtained from court provided self-help legal public publications, legal statutes or other sources believed to be accurate and reliable. This information should not be considered legal advice, as it is general in nature. It is always recommended to seek legal advise from an attorney before filing legal proceedings. Many attorneys offer free consultations.
The 258 Professional Services, Inc. Reg. LDA #164 & 190, San Diego County