B2B.ID for Estate Planning & Trusts

Every estate client has an advisor. Be the lawyer they recommend.

Estate and trust work rarely starts with a search engine. It starts with a wealth manager, an accountant, a business lawyer or a family lawyer saying "you should talk to…". A B2B ID makes you that recommendation — and gives you a structured way to build the professional partnerships an estate practice runs on.

Create Your B2B ID & Start Getting ClientsSee How It Works
  • Free to create
  • You control what's shown
  • No guarantees, no gimmicks
AT

Alvarez Trusts & Estates

Law firm · 3 lawyers Naples, FL

B2B ID
Estate PlanningTrust AdministrationBusiness Succession

Practice areas

  • Estate and gift-tax planning for families
  • Trust administration and probate
  • Business succession for closely held companies

Industries served

Family OfficesClosely Held BusinessesRetirees & Relocations

Southwest Florida, with multi-state coordination

Representative experience

  • Designed a succession plan for a second-generation family business
  • Administered a multi-state estate with New York ancillary probate

Proof

  • Client testimonialswhere permitted
  • Published articles & talksexternal
  • Professional relationshipson B2B.ID

Looking for

  • Relationships with wealth managers and CPAs in Florida
  • Business-owner clients planning succession
  • Florida ancillary-probate work for out-of-state firms

Referral fit

Refers matters out in

Family LawReal EstateElder Law Litigation

Co-counsel

Available for co-counsel

Florida ancillary probate · trust administration

View B2B IDRequest Introduction

Demonstration B2B ID — illustrative data, not a real firm or matter

Two sides of doing business

Who looks for estate planning attorneys — and who estate planning attorneys look for.

A B2B ID works in both directions. It makes you discoverable to the people who need you, and it gives you a structured way to find the people you need.

Who looks for you

  • Financial advisors, wealth managers and accountants whose clients need a plan or a trust
  • Business owners and executives planning succession or an exit
  • Family, real-estate and corporate lawyers with clients who have estate needs
  • Out-of-state attorneys needing local counsel for ancillary probate or trust administration

What you look for

  • Clients whose situations match your focus — business owners, high-net-worth families, special-needs planning
  • Structured partnerships with advisors, accountants and insurance professionals
  • Tax, business and real-estate lawyers for clients' related matters
  • Local counsel in other states for multi-state assets and probate
What matters most

How estate planning attorneys use B2B.ID.

Getting clients is the primary outcome. Recommendations, matters, referrals, co-counsel and professional partnerships are the capabilities that make it happen.

Get recommended by advisors

Professionals who serve your ideal clients can recommend you with your B2B ID attached — no explaining required.

Professional partnerships

Request and build ongoing relationships with advisors, accountants and insurance professionals.

Referral relationships with lawyers

Be the estate lawyer family, business and real-estate lawyers send clients to — and send clients back.

Multi-state coverage

Find local counsel for out-of-state assets and be found for ancillary matters in your state.

Create Your B2B ID & Start Getting Clients
Matters

The kind of matters that find estate planning attorneys.

On B2B.ID, matters arrive as structured requests with the who, where and what attached — so you can evaluate fit before you reply.

Each request carries

  • Who is asking, with their B2B ID attached
  • Where the matter sits — jurisdiction, court or market
  • What is needed — the specific expertise or capacity
  • A structured next step: introduction, meeting or partnership
How matters work

  • Wealth manager's client relocating to Florida needs a new plan

    Matter
    From
    Financial advisor
    Where
    Naples, FL
    Need
    Florida estate plan and trust review
    Request IntroductionView B2B ID

  • Corporate lawyer's client planning a business exit

    Matter
    From
    Corporate attorney
    Where
    Fort Myers, FL
    Need
    Pre-sale estate and gift planning
    Request IntroductionView B2B ID

  • Ohio firm needs Florida counsel for ancillary probate

    Matter
    From
    Estate-planning firm
    Where
    Collier County, FL
    Need
    Ancillary administration
    Request IntroductionView B2B ID

Illustrative examples — not real matters, firms or requests

Structured, not cold

Every relationship starts with a request.

No open inbox, no cold pitches. Introductions, meetings and partnerships begin with a structured request that carries both B2B IDs and the reason for reaching out.

Request Introduction

Ask to be introduced to a lawyer, firm or business — with your B2B ID and the reason attached, so the other side can evaluate before responding.

“Introduce me to a NY employment lawyer for a client's executive separation.”

Request Meeting

Propose a conversation about a matter, a referral relationship or a co-counsel arrangement. Both sides see context first.

“20 minutes to discuss local-counsel coverage in Texas.”

Request Partnership

Start a formal professional relationship — referral, co-counsel, local counsel or complementary practice — from a structured request rather than a cold message.

“Ongoing co-counsel on complex commercial disputes.”

Getting started

Five steps for estate planning attorneys.

  1. 1

    Create your B2B ID

    Describe your practice, jurisdictions, industries, experience and proof.

  2. 2

    Say what you're looking for

    Clients, referrals, co-counsel, partners — and what you refer out.

  3. 3

    Get discovered & recommended

    Clients, lawyers and professionals find you for exactly what your B2B ID says.

  4. 4

    Receive and send requests

    Introductions, meetings and partnerships arrive with context; you send them the same way.

  5. 5

    Build relationships

    Turn good first matters into ongoing referral, co-counsel and professional relationships.

Create Your B2B ID & Start Getting Clients

Lawyers are responsible for complying with the professional-conduct rules and other requirements applicable to their jurisdiction and matter.

Questions

Common questions from estate planning attorneys

Related

Other firm types and practice areas

All practice areas
Tax AttorneysTax work arrives through other professionals. Be the one they bring in.Family Law PracticesFamily law touches everything. Your B2B ID connects the pieces.Real Estate AttorneysReal estate runs on relationships. Give yours a B2B ID.Corporate & M&ADeals need specialists. Find them — and be found.

B2B.ID for Estate Planning & Trusts

Your practice has a website. Give it a B2B ID.

Create your B2B ID, describe what you handle and what you are looking for, and start doing business with the clients, lawyers and professionals who need exactly that.

Create Your B2B ID & Start Getting Clients