Referral Partners
Real Estate Agent Referral Partners
Most of your clients who buy investment or commercial property never update their estate plan after closing. Partner with Atlanta Estate Planning to close that gap for your clients without slowing down your next deal.
Become a Referral Partner
Why Real Estate Agents Partner With Atlanta Estate Planning
Your clients trust you to help them buy and sell property. But most investors never update their estate plan after a closing, leaving new property outside their trust or LLC. That gap is not something you caused, and it is not yours to fix. This is where we come in.
Your Client Just Closed. Their Estate Plan Doesn’t Know It Exists.
Most clients who buy investment or commercial property never update their estate plan after the close. The property sits in a personal name, or in an LLC with no succession plan. If the client dies or becomes incapacitated, everything stops. A spouse cannot sell the property. Heirs cannot access rental income. A court-appointed administrator ends up making decisions for a family that never wanted to be in probate.
The call you do not want comes from a grieving spouse who cannot reach the closing attorney, cannot find the LLC operating agreement, and cannot get a title company to touch the property because ownership is disputed.
- A rental property titled in a personal name goes through probate and cannot be sold or refinanced until the case closes
- An LLC with no succession plan gets tied up in a dispute between heirs who each want control
- Property acquired after the client’s last estate plan was drafted is not covered by their existing trust
- A surviving spouse has no legal authority to manage the property without a court order
What a Referral Partnership Looks Like
When you send us a client, we confirm their ownership structure directly with you, whether that is an LLC, a trust, or personal title, so the paperwork stays in sync. We draft or update their trust, retitle the property if needed, and update the plan every time they close on something new.
Melissa works exclusively on estate plans. She does not handle closings, listings, or title work. Clients who need to buy, sell, or manage real estate get referred back to agents who can help them. The relationship goes both directions.
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
A client whose property isn’t titled correctly for their trust or LLC can leave their family stuck in probate after they die or become incapacitated. Flagging that gap protects the client and gives you a reason to reconnect after the deal closes.
No. The referral happens after closing, not during it. Your client already owns the property by the time we’re introduced, so there’s nothing left in the deal to slow down.
No. Melissa works exclusively on estate plans. She doesn’t handle closings, listings, or title work, and any future real estate need gets referred back to you.
You send one line to your client after closing. Our office calls them within one business day, handles the consultation and planning, and lets you know once the plan is done.
No. There are no referral fees and no exclusivity requirements. Send clients when it makes sense for them, and we send clients back your way when they need a real estate professional.
FOR REAL ESTATE AGENTS
Join Our Partner Network
Send a client who just closed on investment or commercial property. We confirm the details with you directly so their trust and title stay in sync.
Become a Referral Partner