In real estate, success hinges on the strength of your relationships. Your clients rely on you, of course, but they also depend on the trusted professionals you bring into the process. While many real estate professionals build networks of lenders, inspectors, and insurance agents, one relationship is often overlooked: partnering with an estate planning attorney. Yet this single collaboration can dramatically improve the client experience and protect their long-term interests.
Why Estate Planning Matters in Real Estate
Estate planning intersects with real estate far more often than most professionals realize. Homes are purchased jointly, transferred into trusts, gifted to children, or sold out of estates. Each scenario comes with legal nuances that can easily cause confusion or delays.
When you have an estate planning attorney on your team, potential issues can be addressed early. This support helps prevent title complications, trust-related questions, or ownership concerns from slowing down a transaction. As a result, closings become smoother and significantly more predictable.
Preventing Delays Before They Happen
Property sales involving trusts or probate often require special documentation. Without legal guidance, these details can be missed until late in the process. A quick consultation with an estate planning attorney can identify what is needed long before any problems arise. Because of this proactive approach, clients experience fewer surprises and lenders avoid unnecessary obstacles.
Smooth closings build trust. They also reinforce your reputation as someone who anticipates challenges and protects the client’s best interests at every step.
A Model of Excellence: Angie Sherer
Some loan officers already excel at prioritizing their clients’ long-term wellbeing. One of them is Angie Sherer, owner of the Angie Sherer Team with Luminate Bank.
After every discovery call, Angie makes warm and intentional introductions. She connects her clients not only to an insurance agent, but also to an estate planning attorney, a financial planner when appropriate, and other professionals who can offer well-rounded support. Because she focuses on caring for the entire client—not just closing the loan—her team has thrived, her business has grown steadily, and her clients consistently rave about their experience.
Her success is not accidental. It is the result of integrity, consistency, and a commitment to excellence. Angie’s referral process creates seamless, trust-based transactions that elevate her reputation and set a higher standard within her industry.
A Holistic Approach Builds Client Loyalty
Thoughtful referrals do more than solve problems.
They demonstrate that you care about your clients beyond the immediate transaction.
When real estate professionals connect clients with a trusted estate planning attorney, they show a deeper level of commitment. These referrals protect the client’s most important asset—their home—and ensure their financial planning remains comprehensive and aligned with their goals.
This type of holistic support strengthens your credibility, enhances your client experience, and helps build a network of professionals who elevate one another’s success.
Why These Partnerships Matter
Estate planning is not only about wills or trusts. It is about protecting legacies, safeguarding homes, and ensuring that every financial piece fits together. When your clients feel supported legally, financially, and emotionally, they remain loyal. They also become far more likely to refer others.
Partner With Us to Enhance Your Client Experience
At Schromen Law, we partner with real estate and lending professionals who want to elevate their level of service through proactive and holistic support. Whether you need help streamlining closings, addressing trust or probate property issues, or offering clients a more complete experience, our team is here to help.
If you would like to learn more, please fill out the inquiry form below. Our Founder, Rachel Schromen, will reach out personally.