HeirLight Trusted Network
A select group of estate planning attorneys we've met with personally and trust to handle more complex planning with care.
We do not take referral fees or commissions. When a user asks to be connected with an attorney, we get their permission to share the key information they've already provided, so you're not starting cold, and they're not repeating themselves.
Once introduced, the attorney-client relationship is directly between you and the client. HeirLight steps out.
When we refer
We introduce users to an attorney when their situation involves:
Blended or complex family dynamics
Navigate intricate family structures with specialized legal guidance for blended families and complex relationships.
Unequal distributions or disinheritance
Handle sensitive inheritance decisions that require careful legal planning and documentation.
Trusts for dependents or special needs
Ensure proper care and financial security for loved ones with ongoing support requirements.
Business ownership or multi-state property
Manage complex assets across jurisdictions with expert legal coordination.
Crypto, equity, or digital assets
Secure modern digital holdings with specialized estate planning expertise.
Cross-border spouses, heirs, or property
Navigate international estate planning with clarity across multiple jurisdictions.
How it works
When a user requests legal support, we present 3-5 aligned attorneys based on:
Jurisdiction
Matched based on location and specific state or regional legal requirements.
Case type / complexity
Aligned with attorneys who specialize in the exact type and complexity level needed.
Communication & cultural fit
Ensures compatible communication styles and shared understanding of client needs.
Price transparency & availability
Clear fee structures and confirmed availability to take on new clients immediately.
The client contacts you directly, and you work together under your standard engagement and fee structure.
How we select attorneys
We meet with every attorney one-on-one to understand:
How you practice
Your approach to client relationships, case management, and professional methodology.
Your communication style
How you prefer to engage with clients and handle ongoing communication throughout matters.
Your typical pricing
Fee structures, billing practices, and cost transparency to ensure alignment with client expectations.
What you prefer
Your areas of specialization and the complexity levels you most enjoy working with.
This allows us to pre-qualify introductions
Join the Trusted Network
Ready to partner with us? Fill out the form below and we'll get back to you soon.
Or contact us directly at jermaine@heirlight.com