Financial Advisors: Congratulations. You've Just Found the Reliable, Personable, Trusted Small Firm that is "Just Right" for Your Client's Estate Planning Needs. [And attorney Van Smith would like to meet with you in your office to begin.]

Our estate planning and elder law divisions would not exist without the continued referrals from financial advisors and accountants.

These long-term referral sources to attorney Van Smith and his team know that we will honor their referral with a few promises:

• Same-day call back or email to their client in need of family law, estate planning or elder law assistance;
• We will never refer them to a different financial advisor or accountant for any of their financial needs, ever!;
• We will not damage your relationship, clients will receive superior customer service at our firm;
• We focus on the legal side of family law, estate planning, and elder law—we do not invest client’s money, and we do not complete their tax return or trust tax return—we respect what you do and know our limitations;
• We will provide you with attorney Van Smith’s cell phone for “quick questions” so you can email or text him for same-day reply.