To refer a case please fill out this form. You may use this for any Professional Administration, Medicare Set-Aside Reports, Medical Cost Projection Reports, or Trust Advisor Service referral. We only require some basic information to get started on your case. Once we receive your referral, we’ll be in contact to discuss any additional information that may be necessary. If you have any questions or if you prefer to speak with us over the phone, contact us directly at 877.725.2467.

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