For professionals

We handle the plan. You keep the client.

Real estate agents, mortgage professionals, financial advisors and CPAs send us their clients for one reason: we take care of the estate plan and hand the relationship back to you, stronger.

Apply to partner or email us

Stephanie Maloney
President. Leads the practice.
Michael Maloney Jr.
Senior Estate Planner. Working with professionals since 1992.

Who we work with

You already know when a client needs a plan. We make the next step simple for both of you.

Four professions, one referral.

Real estate professionals
Deeds and trusts that keep closings clean and clients protected.
Mortgage professionals
Title vesting done right the first time, before it becomes a problem.
Financial advisors
We prepare the documents. You keep the client and the relationship.
CPAs and accountants
Entity and trust documents that match the tax strategy you built.

You already know when a client needs a plan. We make the next step simple for both of you.

How partnering works

Partnering runs through Plan4TheFuture, our platform for the professionals who refer to Premier.

Two minutes to apply. No waiting on us.

Step 1: Apply online
Name, practice, state, and a line about your clients on Plan4TheFuture. About two minutes, nothing to pay.
Step 2: Your invitation arrives
Applications are approved automatically. Your portal invitation is in your inbox within minutes.
Step 3: Start referring
Send us a client from your portal, see where their plan stands, and hear about it the day it is delivered.

Apply to partner

Partnering runs through Plan4TheFuture, our platform for the professionals who refer to Premier.

How a referral works

Your client gets a plan. Their family gets an education. You get the credit for both.

You stay the trusted advisor.

Step 1: You refer
A call or an email introduction is all it takes. Tell us what your client needs and we take it from there.
Step 2: We do the work
A free conversation, then documents built to their situation and walked through page by page.
Step 3: You are in the room
At successor education we meet the people your client trusts most, and your name comes up.

Your client gets a plan. Their family gets an education. You get the credit for both.

On your team

What we promise the people who refer to us.

“When you refer a client to us, we are on your team. Our objective is to make you look even better than you already do.”
Stephanie Maloney, President

No financial or insurance products. Ever.
Free consultation, firm price, no hourly billing.
Your client hears your name at successor education.

Partner with Premier

Ready to refer your first client?

Apply on Plan4TheFuture and your portal invitation arrives within minutes.

Apply to partner

Or just call

(602) 371-8898

Monday to Friday, 9am to 5pm

Surprise · Carefree · Virtual · Home visits if needed

Proud members and affiliates

Four professions, one referral.

Real estate professionals

Deeds and trusts that keep closings clean and clients protected.

Mortgage professionals

Title vesting done right the first time, before it becomes a problem.

Financial advisors

We prepare the documents. You keep the client and the relationship.

CPAs and accountants

Entity and trust documents that match the tax strategy you built.

You already know when a client needs a plan. We make the next step simple for both of you.

Two minutes to apply. No waiting on us.

Step 1: Apply online

Name, practice, state, and a line about your clients on Plan4TheFuture. About two minutes, nothing to pay.

Step 2: Your invitation arrives

Applications are approved automatically. Your portal invitation is in your inbox within minutes.

Step 3: Start referring

Send us a client from your portal, see where their plan stands, and hear about it the day it is delivered.

Partnering runs through Plan4TheFuture, our platform for the professionals who refer to Premier.

You stay the trusted advisor.

Step 1: You refer

A call or an email introduction is all it takes. Tell us what your client needs and we take it from there.

Step 2: We do the work

A free conversation, then documents built to their situation and walked through page by page.

Step 3: You are in the room

At successor education we meet the people your client trusts most, and your name comes up.

Your client gets a plan. Their family gets an education. You get the credit for both.