Partner With Us — Advisors & CPAs | Schwartsman Law Group

For Financial Advisors, CPAs & Insurance Professionals

Your clients ask you estate questions every week — and they deserve better than a cold handoff to a stranger. We partner with financial advisors, CPAs, and insurance professionals across New York to provide estate counsel that respects your work, keeps you in the loop, and sends clients back well served.

Why partner with an estate attorney

Your clients trust you with their financial lives — and sooner or later, every financial plan runs into an estate question you cannot ethically answer. What they need is estate counsel that talks to their advisor, not past them. Too many attorneys draft documents in a vacuum, ignore the strategy you built, and hand the client a plan that fights the portfolio. We work the other way: you stay in the room, your work is respected, and the estate plan is built to serve the financial plan you already created.

What you get

Practical tools you can put in front of a client today: our New York estate planning checklist PDF and our flagship estate planning guide, both client-ready and free to share. Co-branded educational materials on request, so your firm's name sits alongside ours. A direct booking pathway for your clients, so a referral never disappears into voicemail. And quarterly plain-English updates on the New York numbers — exclusion amounts, Medicaid limits, filing fees — so you always have current figures at hand.

The warm introduction process

Three steps, no friction. First, you email ms@schwartsmanlaw.com with your client's first name and a sentence of context — no documents or detailed disclosures needed. Second, we reply with a booking link, which you forward to your client with your own note. Third, your client books a free consultation at a time that works for them. That's it. Warm introductions like this convert far better than cold traffic, because the client arrives already knowing why they're here and who sent them.

How referrals are handled — ethically

Plainly: there is no fee-splitting. New York's rules of professional conduct prohibit attorneys from sharing legal fees with non-lawyers, and we would not want to anyway — a referral should be about the client, never a commission. The relationship stays yours. We handle the estate planning, keep you informed to the extent your client permits, and send the client back to you for everything on the financial side. Advisors refer to us because their clients come back well served, not because anyone is paid to refer.

Resources

Start the conversation

Ready to give your clients a better estate planning experience? Email ms@schwartsmanlaw.com or call +1 212 518 3868 — we'll set up the introduction process in one short call.