For Referral Partners

A referral partner you can actually trust.

The Rosenbauer Law Office works with financial advisors, CPAs, realtors, insurance professionals, and attorneys throughout the Cincinnati area who need a reliable estate planning and probate firm to send their clients to. We will treat every person you send us the way we treat our own family, and we will never give you a reason to regret making the introduction.

Schedule a Call With Nick

Or call our office directly to talk through what your client needs.

The problem with most attorney referrals

Have you ever referred a valuable client to an attorney and regretted it?

Have you ever referred a client to an attorney and had them not return calls, confuse your client, overstep into your business, or leave you completely in the dark about what happened?

If any of that sounds familiar, you already know how much damage a bad referral can do. Not just to your client, but to your reputation and your relationship with them.

We hear this from professionals all the time. And it is exactly why we built our firm the way we did. When you send someone to The Rosenbauer Law Office, those things will not happen. Here is what will happen instead.

Our promise to referral partners

The red carpet. Every time.

Every client you send us will be treated with the same care and attention we give our own family. Here is what that looks like in practice.

We communicate.

You will not be left wondering what happened. For financial advisors, we involve you directly in the asset alignment, beneficiary designation, and trust funding process. For realtors and transaction professionals, we keep you informed at every stage so you know exactly when you have the green light. You will never have to chase us down for an update.

We stay in our lane.

We do estate planning and probate. That is all. We do not sell investments, insurance, or annuities. We do not do taxes. We do not practice real estate law. When an opportunity comes up in your area of expertise, we flag it and send your client back to you. We actively look for those moments.

We make you look good.

When your client walks out of our office, they will feel educated, cared for, and confident in their plan. They will remember that you were the one who sent them to us. That is exactly how it should be.

What we handle

The matters we handle for your clients.

We focus exclusively on estate planning and probate for individuals and families throughout the greater Cincinnati area and tri-state region. If your client needs help with any of the following, we are the firm to call.

Estate Planning

  • Wills and revocable living trusts
  • Powers of attorney
  • Healthcare directives
  • Trust funding and asset alignment
  • Blended family planning
  • Planning for minor children
  • Business owner estate planning

Probate and Trust Administration

  • Probate guidance after the loss of a loved one
  • Trust administration
  • Executor and trustee support
  • Estate settlement
  • Asset distribution
  • Court filings and hearings

If your client comes to us with a situation outside of these areas, we will tell them honestly and point them in the right direction. We do not take cases we are not equipped to handle exceptionally well.

For referral partners

We invest in our referral relationships.

A referral is an act of trust. We do not take that lightly. For the professionals we work with, we offer more than great service for your clients.

Quarterly professionals newsletter

Written specifically for financial, legal, and business professionals in our network. Covers relevant updates in estate planning and probate law and practical information you can use with your own clients.

Direct access to Nick

Have a quick legal question or want to think through a client situation before making a referral? Reach out to Nick directly. We are here to be a resource for you, not just a service for your clients.

Private educational events for your clients

Offer your clients a private seminar on estate planning or probate topics. Nick presents to client groups, professional organizations, and workplace groups throughout the area. No sales pitch. Just education your clients will genuinely value.

Who we work with

Trusted by professionals throughout the Cincinnati area.

We work with professionals throughout the greater Cincinnati area and tri-state region who need a reliable estate planning and probate firm for their clients. If your clients are families who are serious about protecting the people they love and working with a firm that will treat them with care and respect, we would be glad to be the firm you call.

Financial Advisors Wealth Managers CPAs Tax Professionals Realtors Insurance Agents Attorneys
How to make a referral

Two easy ways to get started.

01

Talk to Nick first.

Most referral partners prefer a brief call with Nick before sending a client our way. That gives you a chance to explain the situation, ask any questions, and confirm we are the right fit. From there, we take great care of your client and keep you informed every step of the way.

02

Send your client directly.

If you are already comfortable with how we work, simply direct your client to call our office or schedule a free 15-minute intro call on our website. Let us know you sent them and we will make sure they are extremely well taken care of.

Let's build something that works for both of us.

The best referral relationships are built on trust. We earn that trust one client at a time, and we take that responsibility seriously every single time you send someone our way. If you have a client who needs estate planning or probate help, or if you simply want to get to know us before you ever make a referral, reach out. We would love to talk.

Schedule a Call With Nick Or call our office directly