For Professional Referral Partners
Refer Your Clients to Atlanta Estate Planning
A clear referral program for CPAs, financial advisors, insurance agents, divorce attorneys, elder law consultants, and real estate professionals across Atlanta and Georgia. Your client stays your client, and we put that promise in writing.
Become a Referral Partner
Your Client Stays Your Client
When you send a client to Atlanta Estate Planning, three things happen. We reply within 24 hours, we keep you updated the whole way through, and we never try to take your spot as their main advisor. Pick your profession below to see how the program fits your practice.
Why Professionals Refer to Atlanta Estate Planning
Most referrals between professionals are handshake deals. Nothing in writing, no set way to stay in touch, and no easy way to know if your client had a good experience.
We built this program to work differently. Every referral follows a set process. You hear from us within 24 hours of the introduction. You get updates while the work is happening. When it is done, you get a short summary of what changed in your client’s plan.
Our Promise to You
We do not compete for your client. We handle estate planning documents only: wills, trusts, powers of attorney, and healthcare directives. We do not give financial advice, tax planning, insurance products, family law help, or real estate services. What sits inside your work stays inside your work.
That promise is in writing. Every referral partner gets it in plain language, so there is never a question about where your role ends and ours begins.
For Financial & Tax Professionals
CPAs, financial advisors, and insurance agents each spot estate planning gaps their clients miss. We make the referral simple and keep you in the loop.
For Legal & Real Estate Professionals
Divorce attorneys, elder law consultants, and real estate agents each reach a point where a client needs an estate plan. We handle it and keep you as the lead.
For Medical & Senior Care Professionals
Geriatric care managers, hospice social workers, and senior placement advisors work with families who need a plan in place. We make referring easy and clear.
How It Works
Book Your Partner Call
Schedule a quick call with Shawn. You'll talk through how the referral works and see if it's a good fit for your clients.
Send the Referral
When a client needs a trust, a will, or help protecting a business, send them our way. We confirm the details with you directly.
We Coordinate With You
Melissa keeps you updated every step of the way. Your client stays your client. We never try to take your spot.
Your Client Gets What They Need
Your client gets the plan or protection they came for, and you keep serving them with confidence.
Melissa Breyer
Georgia Estate Planning Attorney
Melissa Breyer is a Georgia-licensed estate planning attorney focused exclusively on trust-based planning for individuals and families. She personally meets with every client and designs every plan from scratch. No templates. No associates handling your case. Every plan is built for your specific family, your specific assets, and your specific wishes.
111+ Five-Star Google Reviews
What Our Clients Say
The whole process of creating a family trust felt simple, clear, and stress-free. We really appreciated how patient, helpful, and easy to communicate with the team was throughout everything. Shawn and Melissa gave us great guidance and helped us feel confident every step of the way. We're grateful for their support and would definitely recommend them.
After my father passed away, my mother had to rely on my father's employer to navigate the estate. It was a disaster. After this experience, I knew I needed a plan. I turned to Atlanta Estate Planning Attorneys to set up a trust. I no longer have to worry about my wife and children going through a difficult process if something happens to me. I highly recommend Atlanta Estate Planning Attorneys!
My biggest fear was that if I died first, my wife would have no idea how to navigate the estate and legal system. I reached out to Atlanta Estate Planning Attorneys and they put my mind at ease immediately. Their process is easy to follow and they took care of everything. Atlanta Estate Planning Attorneys is the best decision I've made for my family's future.
Working with Melissa Breyer to set up our Living Trust was one of the best decisions Scott and I have made. We did this so our boys are protected from confusion and chaos if something happens to us. Melissa was knowledgeable, patient, and made what felt overwhelming completely manageable. I would absolutely recommend Melissa Breyer.
Working with Shawn and Melissa at Atlanta Estate Planning Attorneys has been an excellent experience. They asked great questions during our initial call and clearly explained what we needed. We feel confident we're in good hands and would highly recommend them.
Frequently Asked Questions
No. We handle estate planning documents only and never compete for your role as their main advisor. That promise is in writing for every referral.
Within 24 hours of your introduction. Your client never sits waiting, and you are never left wondering what happened.
Nothing to refer. Your client only pays for the estate planning work they choose to move forward with, at clear flat prices.
We send updates while the work is happening and a short summary of what changed in their plan when it is done, so you always know where things stand.
REFERRAL PARTNER PROGRAM
Join Our Partner Network
Whether your client needs a trust, a will, or help protecting a business, we coordinate directly with you and keep you in the loop the whole way through.
Become a Referral Partner