Partner Counsel for Financial Advisors & Financial Professionals
Attorney-driven Estate plan fulfillment.For RIAs, financial advisors, CPAs, insurance professionals, and family-office teams who want to stay central while we deliver the legal work.
Advisor Dashboard
Client Estate Plans
47
Active Plans
$142M
Assets Under Plan
Caroline Bennett
Living Trust · $2.4M
Marcus Hale
Will + POA · $680K
Patrick O'Brien
Dynasty Trust · $8.1M
The Problem
Estate planning isn't paperwork.It's a relationship-control event.
The person who establishes the estate plan and is introduced to the heirs becomes the family's trusted advisor for the next generation.
If that's not you, you don't lose the client today. You lose them when the trust is administered to the heirs.
The Cost
When you refer out, you risk losing the AUM that pass to the next generation.
The attorney becomes the quarterback.
The heirs build trust elsewhere.
The plan gets drafted in a silo, disconnected from the portfolio.
You lose visibility into the family's next major decisions.
Wealth transfers. The assets disappear from your management.
AUM Retention Calculator
See what staying central is worth.
Industry data shows 70–90% of heirs fire the family advisor after a wealth transfer. Model the AUM you keep when you stay in the room.
Assumes an industry-baseline 80% heir attrition without engagement, and a 15-year next-generation relationship horizon.
15-Year Lifetime Impact
Additional retained revenue from heirs you would have lost.
Retained
AUM kept
$480K in annual revenue
Still at risk
AUM exposure
$320K annual revenue at risk
The Model
You don't need a law firm.You need a fulfillment partner.
Add revenue and maximize retained AUM delivering a value-added service your clients need.
No legal exposure. No monthly cost. No software to learn.
What we do
We handle the back-office legal work.
A licensed attorney drafts every plan from an attorney-built clause library, under three-layer QA and full supervision. No UPL. No liability on your firm.
What you do
You stay front-facing with your client.
You sit in the planning meetings. You coordinate the plan with the portfolio and beneficiaries. You meet the heirs. You stay central to your client's decisions, under your roof, not someone else's.
You don't replace the attorney. You just stay central to your client's decision-making.
How It Works
What gets delivered
Client Portal
A branded home for the plan.
Your client logs into a dashboard that lives under your firm, not a stack of PDFs from somebody else's office. Plan status, valuations, and updates, all in one place.
Client Portal
Welcome back, Patrick O'Brien-McAllister III
Plan Type
Living Trust Plan
Total Estate Value
$2,400,000
Last Updated
May 7, 2026
Status
Documents Ready
Estate plan documents ready · For Patrick O'Brien-McAllister III
Plan Visualization
The trust, explained at the table.
How assets flow on each event (death, incapacity, distribution to heirs), laid out visually. You walk the family through it without flipping through a 60-page document.
Plan Visualization
Patrick & Margaret
Joint Revocable Living Trust
Survivor's Trust
Surviving Spouse's Share
Family Trust
Credit Shelter / Bypass
Sean's Share
50%
Siobhan's Share
50%
Portfolio Coordination
Reconciled to the assets you manage.
The plan is mapped to the portfolio in real terms. Funding gaps, beneficiary mismatches, and titling issues surface before they become problems at the worst possible moment.
Holdings
Asset Allocation
Total Estate Value
$2,400,000
100.0%
Distribution to Beneficiaries
Protection Gap Analysis
Surface the insurance conversation, automatically.
Every plan is run through BloodlineAI to flag protection gaps and coverage opportunities. Life insurance shortfalls, beneficiary issues, and funding needs surface as concrete recommendations you can act on at the next review.
Analysis
BloodlineAI Insights
Plan Score
No Life Insurance on File
You have a spouse who depends on you, but no life insurance policy is documented. This is one of the most critical protections for your family.
Coverage Gap: $1,400,000 Below Recommended
Based on your debts ($0), 2 children, and estate size, your current $0 in coverage may leave your family underprotected.
Execution Packet
Drafted, reviewed, delivered.
Trust, will, powers of attorney, and healthcare directives, produced from an attorney-built clause library, three-layer QA, and turned around within 48 hours for standard matters.
Durable Power of Attorney
May 11, 2026
Healthcare Power of Attorney
May 11, 2026
Estate Plan Summary
May 11, 2026
Revocable Living Trust
May 11, 2026
Pour-Over Will
May 11, 2026
Who we work with
Financial advisors
Stay central in the next generation's planning conversation, before wealth transfers happen.
Law firms & attorneys
Expand capacity with attorney-built drafting and three-layer QA, without growing headcount.
RIAs
Add high-value estate planning to your offering and retain AUM through generational transitions.
And a candid note on who we are not for: anyone shopping for the cheapest possible plan. A consumer platform will get you there. Partner Counsel is for advisors who put their name on the work and intend to keep the client.
How It Works
Built into your process, not bolted on.
The Introduction
Position it as part of your family-continuity process, not an outside referral.
Structured, coordinated intake
No need to disrupt existing workflows. Handle your own intake and send us the details OR use our structured intake system if you prefer.
Fulfillment by licensed attorneys
Drafted from an attorney-built clause library, three-layer QA, no liability on your firm.
Delivered, under your roof
A faster, better client experience, with you in the room through review, funding, and every conversation that follows.
Browse feedback from financial professionals, business owners, and legal teams using Partner Counsel.
Why Now
The largest wealth transfer in history is underway.
Most heirs leave their parents' advisor within a year of inheritance.
The advisors who keep the money are embedded in the family before the transfer.
Standards
Trusted operating standards.
Encrypted intake and transfer
No client data reuse, ever
Fictional data in all samples
Attorney fulfillment
Clean role separation. Attorney handles legal, advisor handles relationship.
Stop sending your most important client conversation to another room.
You don't need to become a law firm. You need a fulfillment partner, so you stay front and center with your client and their beneficiaries.