When your clients need estate planning, elder law, Medicaid planning, or probate help in South Florida — we take care of them the right way. And we take care of you for sending them our way. It takes 60 seconds to submit a referral.
🔒 Confidential · We respond within 30 minutes · (561) 559-6232
We'll reach out to your client within 30 minutes and send you a confirmation. Questions? Call us at (561) 821-2337.
When you refer to The Siegel Law Group, you're not sending your client into the unknown. Here is exactly what makes this firm the right call for South Florida estate planning, elder law, and probate matters — and why professionals keep referring back.
A signed trust document means nothing if the client's assets are never transferred into it. The Siegel Law Group walks every client through the funding process step by step — coordinating the re-deeding of real estate, the re-titling of accounts, and the updating of beneficiary designations — so the plan they paid for actually works when it's needed.
Hands-on funding guidanceLife changes. Laws change. The Siegel Law Group proactively reviews every client's estate plan every three years and adjusts for family changes, asset changes, and Florida law changes. This is a relationship, not a transaction. Your referral never goes stale.
Lifetime client relationshipFlorida's estate planning laws are not like other states. Homestead protections, Lady Bird deeds, the elective share statute (§732.201), and Florida-specific probate rules require attorneys who live and practice here every day. Barry Siegel's team has never practiced anywhere else.
100+ combined years of experienceWhen a client passes, The Siegel Law Group guides the surviving family through the trust administration process at no additional charge — a service almost no other firm offers. Referring professionals frequently hear from grateful families years later.
Post-death guidance includedEstate planning, elder law, Medicaid planning, and probate only. The Siegel Law Group does not practice personal injury, family law, business law, or anything that would create a conflict with the professionals who refer to them. Your client relationship is protected.
Zero cross-referral conflictBoca Raton. Naples. West Palm Beach. Fort Lauderdale. And virtual appointments for clients who prefer it. Spanish-speaking staff. Phones answered 24 hours a day, 7 days a week. Your clients are covered regardless of where they are in South Florida.
Boca · Naples · WPB · Fort LauderdaleShare this with the professionals you work alongside, or with a client before they meet our team for the first time.
From the moment you submit a referral to the moment your client has a complete plan in place — here is exactly what happens.
Fill out the form above in 60 seconds. Include as much or as little as you know about the client's situation.
Within 2 business hours. We introduce ourselves, mention your name, and schedule their free consultation — virtual or in-person.
You receive a confirmation that intake happened. We flag any concerns relevant to your relationship with the client.
Once the matter closes, your referral fee or bonus is processed promptly per the arrangement we've agreed to in advance.
Referral compensation is handled professionally, confidentially, and in full compliance with Florida Bar Rules and applicable professional standards. Here is how it works depending on your profession.
Have questions about compensation before you refer? Call us directly at (561) 559-6232 and ask for Barry or the referral coordinator. The first conversation is always confidential.
Referral fees paid in compliance with Florida Bar Rule 4-7.22 and the fee-splitting rules under Rule 4-1.5(g). A written referral fee agreement is executed before the matter begins. Fee is based on a percentage of the total fee earned on the referred matter.
Florida Bar CompliantDirect referral bonus paid upon matter closing. No Bar restrictions apply. We establish the bonus amount upfront, in writing, before you send your first client. Simple, clean, and professional — the way a real business partnership works.
Paid on ClosingReferral bonuses available for professionals who regularly encounter clients in life transitions — home purchases, divorces, retirement, business sales. These are exactly the moments when estate planning becomes urgent. We reward referrals generously.
Bonus on CloseClients who moved to Florida from other states frequently need their estate plans rebuilt for Florida law. We welcome referrals from attorneys in New York, Ohio, Massachusetts, and other states whose clients have relocated — and compensate accordingly.
Cross-State WelcomeEstate planning, elder law, and Medicaid planning intersect with nearly every professional relationship your clients have. If you work with families — in any capacity — there is a referral opportunity in your existing client base right now.
Your clients receive a complete plan, not a piecemeal one. Every service below is handled in-house by Barry Siegel and his team of dedicated attorneys.
The centerpiece of most South Florida plans — drafted and explained, with hands-on guidance through funding.
Valid under Florida Statute §732.502. Guardian designation for minor children. Coordinates with trust.
Durable financial power of attorney + healthcare directives. Critical for incapacity planning.
Long-term care planning, capacity documents, and strategies to avoid court-appointed guardianship.
Asset protection trusts, spend-down strategy, and Medicaid qualification — even for high-net-worth families.
Guidance for personal representatives and successor trustees through the full administration process.
Preserves SSI and Medicaid eligibility while providing for a family member with a disability.
Strategies that shield assets from creditors, lawsuits, and long-term care costs — built around Florida law.
The professionals who refer to The Siegel Law Group keep referring — because their clients come back satisfied and their business relationships are always respected.
"I've referred dozens of clients to Barry's team over the years. They always call me to confirm intake, the clients come back satisfied, and my compensation has always been handled promptly and professionally. They're the only estate planning firm I refer to in South Florida."
"As a financial advisor, I need my clients' estate plans to actually coordinate with their investment strategy. The Siegel Law Group is the only firm that consistently reviews beneficiary designations alongside the trust document. My clients notice the difference."
"I'm a CPA and I refer clients who need trusts for tax coordination purposes. Barry's team understands the intersection of estate planning and tax strategy better than any firm I've worked with. They're efficient, communicative, and my referral bonus was processed exactly as promised."
Submit a referral in 60 seconds above, or call us directly to discuss the arrangement before you send your first client. Every conversation is confidential.
In-person or virtual consultations for your clients · 4 South Florida locations · Hablamos Español · Phones answered 24/7