For referring professionals
Most of our clients arrive through someone they already trust. If that is you, here is what an introduction looks like.
Who introduces clients
Estate attorneys, often during or after planning.
Wealth managers and family offices.
Physicians, particularly in concierge and primary care.
Executors and trustees handling a transition.
How to describe it
A few sentences are usually enough:
“There is a private practice that preserves the things an estate plan leaves out: the reasoning behind decisions, the relationships that mattered, the lessons learned. It isn’t therapy or memoir writing. It’s a structured, confidential way to keep that context for the family.”
What your client can expect
A confidential first conversation, with no obligation.
An engagement they control, in pace and in scope.
No sales pressure, at any point.
Where we stop
Mainsake does not give legal, medical, or financial advice. The practice sits alongside your work and supports it. It is never a substitute for it.