An estate planning attorney other professionals trust
When your clients need estate planning, send them to us. We take care of them, keep you in the loop, and give you visibility into what we are doing together.
If you are a CPA, financial advisor, or attorney in another specialty, you already know that estate planning is the piece that most often gets done badly. We built Mesa EP so referring a client feels like a win, not a handoff you have to worry about.
Why professionals refer their clients to Mesa EP
We are a specialized Arizona estate planning firm with flat-fee pricing, clear communication, and no hidden cross-sell. Your client gets a real plan at a known price. You get credit for a referral that went well.
The referral experience
When you send us a client, we handle the consultation, the scoping, and the quote. We keep you looped in on what we are recommending and why, and we coordinate directly with your team where it matters (retirement account beneficiary moves, business restructuring, charitable strategies, and so on).
How we coordinate with existing advisors
We work regularly with CPAs on tax-sensitive trusts and gifting, with financial planners on beneficiary audits, and with insurance agents on ILITs and buy-sell funding. The goal is one coordinated plan, not three documents that disagree with each other.
Many professionals are also business owners
If you own your practice or firm, your own plan has the same complexity as your clients'. See our business owners page for how we handle those engagements.
Asset protection for high-earning professionals
Doctors, dentists, and attorneys all carry professional liability exposure. Layered LLCs, trusts, and exemption planning reduce that exposure without creating new risks.
What we handle for your referred clients
Have a client who needs estate planning?
We'll handle the consultation and keep you in the loop. Your client gets a real plan, you get a referral that reflects well on you.
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