When your clients need Estate Planning, Elder Law, Medicaid Planning, or Probate help in South Florida — we take care of them the right way, we keep you in the loop, and we ensure your clients remain your clients for all other legal needs. It takes 60 seconds to submit a referral.
🔒 Confidential · We respond within 2 business hours · (561) 559-6232
We'll reach out to your client within 2 business hours and send you a confirmation. Questions? Call us at (561) 559-6232.
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 attorneys 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 experienceThe Siegel Law Group offers free seminars for clients and their loved ones, covering Estate Planning, Elder Law, and Medicaid Planning topics. It's a low-pressure way for your clients and their families to get educated before they ever sit down for a consultation.
Open to clients & familiesEstate 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 attorneys who refer to them. Your client relationship is protected — for every other legal need, that client remains yours.
Zero cross-referral conflictBoca Raton. Naples. 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 Raton · NaplesShare 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 is processed promptly per the written fee-split agreement we put in place before the matter began.
Siegel Law Group PA actively accepts case referrals and enters into co-counsel agreements with eligible attorneys. All fee-sharing agreements strictly adhere to Florida Bar Rule 4-1.5, including standard percentage caps for contingency matters, written client disclosure, and mutual agreement before representation begins.
Have questions 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 are paid in compliance with Florida Bar Rule 4-1.5(g) fee-splitting requirements. A written referral fee agreement is executed before the matter begins, and the arrangement is fully disclosed to the client. Fee is based on a percentage of the total fee earned on the referred matter.
Florida Bar CompliantFor matters that call for it — Medicaid Planning tied to a Personal Injury settlement, or estate issues arising out of a Family Law matter — we're glad to serve as co-counsel rather than a straight referral. Your client relationship and involvement are preserved throughout.
By ArrangementClients 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 where permitted by both states' bar rules.
Cross-State WelcomeEstate Planning, Elder Law, and Medicaid Planning intersect with nearly every area of practice. If your clients ever need help protecting their families, planning for incapacity, or administering an estate, there's a referral opportunity in your caseload 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 attorneys who refer to The Siegel Law Group keep referring — because their clients come back satisfied and their referral fees are always handled promptly and professionally.
"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 referral fee has always been handled promptly and in writing. They're the only Estate Planning firm I refer to in South Florida."
"A number of my Personal Injury clients need Special Needs Trusts or Medicaid Planning once a settlement comes through. Barry's team handles that piece cleanly, keeps me looped in, and my clients always come back to me for the underlying case. It's a genuine partnership."
"My clients relocating to Florida usually need their estate plans rebuilt for Florida law. I refer them to Barry's team and the fee-split agreement is always documented before anything begins. Efficient, communicative, and exactly as promised."
Submit a referral in 60 seconds above, or call us directly to discuss the fee-split arrangement before you send your first client. Every conversation is confidential.
In-person or virtual consultations for your clients · Boca Raton & Naples offices · Hablamos Español · Phones answered 24/7