Referral Partners
P&C Insurance Agent Referral Partners
When a client moves property into a trust or LLC, their personal umbrella policy often stops covering it. Partner with Atlanta Estate Planning to close that gap for your clients and build a referral pipeline that protects the book of business you already built.
Become a Referral Partner
Why P&C Agents Partner With Atlanta Estate Planning
Your clients trust you to protect what they own. But when they set up a trust or LLC as part of an estate plan, their insurance coverage can quietly fall out of step with their ownership structure. That mismatch creates a gap you did not create and cannot close on your own. This is where we come in.
The Coverage Gap You Cannot Close Alone
A client calls to update a policy after their attorney moves a rental property into a trust or LLC. The property is now titled to an entity, but the personal umbrella policy still lists the client by name. Georgia carrier underwriting rules do not automatically extend that coverage to the new owner.
You can flag the mismatch. You cannot draft the trust language, the LLC operating agreement, or the beneficiary designations that actually close it. That work belongs to an estate planning attorney, and without one in the loop, the client carries a risk that never shows up on a declarations page.
What a Referral Partnership Looks Like
When you refer a client to Atlanta Estate Planning, we coordinate directly with you on the ownership structure so the policy paperwork and the legal paperwork match. You stay the client’s trusted agent. We handle the trust, LLC, and beneficiary work that keeps their coverage intact.
How the Partnership Works
Send us a client whose ownership structure changed. We call them within one business day, walk them through what the trust or LLC transfer means for their estate plan, and keep you informed on the named-insured and title language your policy needs to reflect.
No referral fees, no exclusivity requirements. Send clients when it makes sense for them. We send clients back your way when they need P&C coverage on newly acquired property.
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 help with trust or LLC coverage, 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 Protected
Your client closes the coverage gap, 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.
FOR P&C INSURANCE AGENTS
Join Our Partner Network
Send a client whose trust or LLC ownership just changed. We confirm the details with you directly so your paperwork and theirs stay in sync.
Become a Referral Partner