Referral Partners

As one of Louisiana’s few law firms focused exclusively on estate planning, we’ve built our practice on collaboration—with both our clients and a broad network of trusted professionals across multiple industries.

Why Referral Partnerships Matter

Many individuals seek estate planning guidance through professionals they already trust—whether that’s a CPA, financial advisor, or someone involved in senior care. Likewise, our firm often receives inquiries that fall outside our area of focus. In both cases, having strong referral partnerships allows us to better serve the community and ensure clients receive the most comprehensive support possible.

Who We Partner With

Our referral network includes a diverse group of professionals who regularly encounter individuals needing estate planning services. These include:

Referring Lawyers – Attorneys who practice in areas such as personal injury, family law, or criminal defense, but do not handle estate planning.
CPAs – Accounting professionals who help clients manage financial matters and often identify the need for trusts, wills, and asset protection.
Bankers – Especially those in private banking or trust departments, who work closely with clients on long-term financial planning.
Realtors – Professionals helping families with significant asset transfers or life transitions, such as downsizing or relocating after retirement.

Financial Advisors – Those guiding clients in investments, retirement planning, and wealth management strategies.
Senior Care Professionals – Including nursing home administrators and home health care providers who assist families navigating elder care.
Funeral Homes – Partners who understand the importance of pre-planning and legacy protection.
Universities – Especially alumni departments that offer estate planning webinars or benefits for their graduates.
Churches & Religious Institutions – Such as the Catholic Diocese, where legacy giving and planned giving are part of their community engagement.
Employers – Companies that include estate planning as part of their employee benefits package, helping team members plan for their futures.

Why Professionals Trust Oak Grove

By partnering with Oak Grove Estate Planning, you ensure your clients receive:

Focused Expertise – Estate planning is all we do. Our singular focus ensures we are up-to-date on Louisiana’s laws and can offer the most effective strategies.
Client-Centered Service – We prioritize communication, empathy, and customized planning for each client’s unique situation.
Collaborative Communication – We keep our referral partners informed and involved throughout the process, ensuring seamless client experiences.

Let’s Work Together

Whether you're a financial advisor, attorney, healthcare professional, or part of a university or business, we welcome the opportunity to work with you. If your clients, patients, or members need guidance on estate planning, Oak Grove Estate Planning is here to help.

To explore a referral partnership, contact our office in Lafayette today. Together, we can provide peace of mind to Louisiana families through thoughtful and effective estate planning.

Partner With Us

First Name* This field is required.

Last Name* This field is required.

Phone* This field is required.

Email* This field is required.

Please select one of the following: This field is required.

If other, please list:

How can we partner with you?

This field is required.

By completing this form, you are giving us permission to follow-up by phone, email or text.

This field is required.

By providing a telephone number and submitting the form, you are consenting to be contacted by SMS text message and agreeing to our Privacy Policy. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information.

This field is required.

Submit