Obtaining referrals from probate attorneys

Word of mouth is bar none the best form of advertising, but how do real estate professionals build rapport and earn the trust of attorneys? 

 

Probate leads for CPAs and financial professionals

Financial advisors can add tremendous value to those tasked with a host of obligations in settling the estate of a loved one.

 

Deadline nearing for compliance with the Corporate Transparency Act

Certain entities can face penalties for not volunteering information on “beneficial owners” by January 1, 2025. Let’s stay compliant.