Helping families plan

their estates today

for a better tomorrow!


Partner With Us

Trusted Legal Resource for Professionals and Their Clients

We strongly believe in a team approach, and we regularly work with other professionals – including Certified Financial Planners, Investment and Wealth Advisors, Financial Consultants, Insurance Professionals, Daily Money Managers, Accountants, and Tax Advisors – to ensure that our clients’ goals and concerns are addressed from every angle.

Why Choose Peak Legal Group As Your Trusted Professional Partner?

We understand that every experience your clients have with a professional recommended by you reflects directly on you and on your judgment. When we meet with potential clients who come to us via referral, we do everything in our power to ensure that their experience is 100% positive (whether or not they ultimately decide to engage us), so they will thank you for introducing us. Like you:

We are dedicated to building lasting relationships with our clients so we can be there to guide and support them as their lives and circumstances change over time.

  • We know that the trust our clients place in us is paramount – without it, we are nothing.
  • We know that managing client expectations is absolutely essential to maintaining our clients’ trust.

Get To Know Us And How We Work

We recognize how important it is for our professional partners to feel comfortable with who we are and how we operate before referring someone to us. Our goal is to become your trusted, ‘go to’ legal resource – the firm you keep on speed dial for whenever a planning-related legal question comes up.

With that goal in mind, we want to give you all of the information you’ll need to manage your clients’ expectations and avoid any unpleasant surprises or client experiences that might reflect negatively on you.

This is especially important when it comes to cost. We’ve found that before people speak with an attorney, they often feel anxious, wondering how they’re going to be charged. While they may not expect exact figures before the initial meeting, they don’t want to be surprised – and they definitely don’t want to go into a call or meeting worrying about whether the “clock is ticking.” As a trusted advisor, it can put you in an extremely awkward position if you refer a client to an attorney without knowing what (or how) they’re going to charge.

To address this concern, we provide full transparency – about how we operate and how we charge – so you can determine if we’re likely to be a good fit before you send a client our way. We’ll leave it up to you to share as much information about us as you feel is appropriate based on your knowledge of your client and his or her needs.

We welcome the opportunity to sit down with you and your team so you can learn more about what we do, how we work, and how we can bring value to you and your clients.