A sample of the list we'd build for your firm — not a template.

You've spent nearly twenty years on one thing: estate planning, elder law and probate, across seven Michigan offices. This page exists because we researched your firm specifically before writing a single word to you.

What we'd build you

A researched list of 25 CPAs and financial planners in your five core counties (Oakland, Wayne, Macomb, Washtenaw, Livingston) whose clients regularly need exactly what you sell — wills, trusts, Medicaid planning and probate. Each row is verified by hand:

• Name, firm, and a direct email — never an info@ inbox
• Why their clients fit you — the researched reason, in one line
• Where they sit relative to your seven offices

Sample rows — the format

Rows shown illustrate the research standard. The delivered list names real, verified firms — like the Florida storage-owner list we built for another client, which came from county records and public filings.

How it works if we work together

• You set the borders. Which counties, which referral types, how many conversations a month you can actually take.
• We do the research and the outreach — in your voice, reviewed by you, one thread per person, no mass blasts.
• Booked conversations land on your calendar. You pay a monthly tech fee plus a fixed amount per call that actually shows. During the pilot, it's free — we prove it on ourselves first.

Rather just tell me here?

If a call can wait, answer these and I'll shape the plan before we ever speak. Thirty seconds, no wrong answers.