Refer a New Client

We welcome referrals from healthcare professionals, social workers, legal representatives, law firms, family members, and community organizations. If you are referring a client for Guardianship or Fiduciary services, our team is here to support a smooth, respectful, and timely transition of care.

If you are part of a hospital group, nursing home, or other healthcare facility and must comply with HIPAA regulations, please use our secure contact form to initiate communication. This allows us to begin the referral process while maintaining full compliance with privacy and confidentiality standards.

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If you are not required to comply with HIPAA regulations, please use the secure form below to initiate the referral process. This will help us accurately assess the case and determine the most appropriate services for your client or loved one.

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