Referral Partners
CPA Referral Partners
Every tax season, you spot the estate planning gaps your clients don't know they have. Partner with Atlanta Estate Planning to close those gaps and build a referral relationship that protects the practice you've built.
Become a Referral Partner
Why CPAs Partner With Atlanta Estate Planning
Your clients trust you with their full financial picture. But an outdated will, an unfunded trust, or a beneficiary form that still names an ex-spouse are legal problems, not tax problems. You can spot them. You can't fix them. That's where we come in.
The Gap Your Return Shows You First
Every filing season, you see it before anyone else does. A Form 1041 for an estate that never should have gone through probate. A trust that was set up years ago but never funded, still holding no real assets. A retirement account beneficiary field that says "estate" instead of a person, which forces the account through probate.
You can flag these gaps in a client meeting. You can’t draft the trust language, retitle the accounts, or fix the beneficiary designations that actually close them. That work needs a Georgia estate planning attorney, and without one in the loop, the gap stays open until it becomes a probate case.
What a Referral Partnership Looks Like
Send us a client with an estate planning gap and we take it from there. We reply within 24 hours, review their situation, and quote a flat fee before any work begins. You stay their trusted CPA. We handle the will, trust, and beneficiary work, then send you a short summary of what changed once it’s done.
We don’t give tax advice, and we don’t manage investments. When a client of ours needs a CPA for trust accounting or an estate tax return, we send them your way. No referral fees change hands on either side. Georgia Bar Rule 7.3(c) doesn’t allow it, and this partnership isn’t built on fees.
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, wills, trusts, powers of attorney, and healthcare directives. Tax questions go back to you.
No. Georgia Bar Rule 7.3(c) prohibits attorneys from paying referral fees to non-lawyers. This partnership runs on reciprocal referrals, not fees.
The most common ones are unfunded trusts, retirement accounts with an outdated or missing beneficiary, business owners with no buy-sell agreement, and powers of attorney that name someone who has since died or moved away.
We confirm when your client reaches out to us, and again when their plan is finished. You always know where the referral stands.
FOR CPAS & TAX ADVISORS
Join Our Partner Network
Send a client whose return shows a planning gap. We confirm the details with you directly and keep you updated the whole way through.