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As a trust attorney, you are always looking for ways to increase your business.  What most trust attorneys fail to realize is that having a trusted mortgage advisor in their pocket is one of the best referral partners they can have.

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A good mortgage broker is closing 5 to 10 transactions per month and each one of those transactions is an open door to discuss estate planning.

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The mortgage broker is seeing the property vesting, how financial assets are held, and the number of dependents each client has.

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Put this all together and you have the recipe for an estate planning opportunity.

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A mortgage transaction is one of the easiest ways for a lead to be generated and passed on to a trust attorney who understands the importance of protecting the assets that people work so hard to create.

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By partnering with a producing mortgage broker you could open the door to tens and possibly hundreds of qualified referrals.