Partner With Hsiao Law: A Better Estate Planning Experience for Your Clients

Hsiao Law partners with professionals to deliver coordinated, client-centered estate planning. We simplify communication, ensure aligned strategies, and help you provide lasting value through clarity, collaboration, and trust.

Certifications And Affiliations

Who We Work With

We collaborate with trusted professionals who share our commitment to helping clients protect what matters most.

Financial
Advisors

We help advisors integrate estate plans with wealth strategies, ensuring clients’ assets are protected and transferred efficiently.

CPAs & Tax Professionals

Our coordinated approach aligns estate and tax planning to minimize liabilities and maximize long-term financial outcomes.

Insurance Professionals

We work with insurance specialists to ensure policies align with estate goals, funding trusts and safeguarding families.

Attorneys & Business Advisors

We collaborate with professionals across legal and business disciplines to protect clients’ interests through every stage of life.

Our Collaboration Model

We believe the best results come from teamwork. Our process makes collaboration easy, transparent, and efficient, so clients feel supported every step of the way.

Connect

We start with a short introductory call to learn about your practice, your clients, and how we can best support your goals.

Align

Together, we clarify each client’s needs and determine how estate planning fits into their broader financial and life strategy.

Coordinate

We maintain open communication throughout the process, sharing updates and ensuring all plans remain aligned and compliant.

Support

After planning is complete, we provide ongoing guidance, resources, and reviews, helping you strengthen relationships and retain client trust.

Joint Events & Webinars

Education builds trust, and collaboration makes it even stronger. We regularly partner with advisors to host live events and webinars that help clients understand estate planning in practical, approachable ways. Whether you’d like to co-host a seminar, contribute to a virtual Q&A, or feature your expertise alongside ours, we’ll handle the logistics and help you deliver meaningful value to your audience.

Education for Professional Advisors

Staying informed means serving clients better. We offer ongoing resources designed to help advisors stay current on estate planning trends, legal updates, and best practices for client communication.

Podcast

Tune in to real conversations about life, law, and legacy. Each episode offers relatable insights you can share directly with your clients.

Blog

Our blog explores estate planning from both a personal and professional perspective, perfect for advisors who want to deepen their knowledge or find educational content to share.

Newsletter

Get monthly updates, practical insights, and invitations to exclusive partner events, delivered straight to your inbox. Stay connected, stay informed, and keep adding value for your clients.

We Help You Deliver More Value

When you partner with Hsiao Law, you gain a trusted legal ally who enhances your client relationships and helps you provide holistic, lasting solutions.

Show clients you’re thinking beyond numbers by helping them protect their legacy and loved ones.

We make estate planning clear and accessible, so your clients feel confident, not confused, about their decisions.

Offer more comprehensive guidance without adding legal risk or extra workload to your practice.

Our transparent process ensures your role is respected and your clients feel fully supported throughout.

Based on 34 reviews

View all
Joe Perone
3 years ago

Outstanding firm. Associates and leader are simultaneously very sharp as well as incredibly empathetic to the estate planning process. Strongly recommend!

Cailin Fonseca
3 years ago

I attended a planning and informational session with Amy. She is very engaging, insightful and makes you really think about your Estate Planning needs!

Lyndsay Nelson
3 years ago

Amy is a very professionell and personable attorney. Very much enjoyed the knowledge she shared at her event. Knowledge is power!

Karla Rodriguez
3 years ago

Amy was so knowledgeable and presented information in digestible chunks. I am leaving this session feeling empowered! Thank you so much Amy!

Alexis
3 years ago

Amy was so informative!! I came in knowing nothing about any planning for the future and am leaving feeling so empowered and ready for the future. She made it all very easy to understand and exciting to think about when it’s usually very overwhelming. Will definitely recommend her to everyone!

Niki Jones
3 years ago

We have been working with Hsiao Law for 3 years and I was so thrilled to be an attendees at today’s Wine & Wills event. As a single mom, estate planning seems so scary and overwhelming. Amy is absolutely amazing. She speaks in a way that is so easy to understand and helps you understand difficult subjects what you need to do by providing actionable first steps!

Bob Giramma
2 years ago

Amy is very knowledgeable and articulate. We thoroughly enjoyed her talk.

Donnaly Atajar
2 years ago

Amy was so helpful and supportive in sharing the preliminary steps and options to getting my affairs in order. This process can be overwhelming, but she provides info in a digestible way to ensure I understood. I want to make the process as easy as possible for my kids/family in the event something happens to me and Amy is making that easy with no surprise fees.

Teresa Rivers
2 years ago

I have already recommended Amy and her team to my friends, family and co-workers. Amy, Ashlee and Nikko are all very professional and knowledgeable. I love the very organized process of getting our trust developed. I also like that it's a one-stop shop for wills, trust and health care directive and PoA. The price is worth the peace of mind.

Rachel Paxton
1 year ago

Amy and her team were organized and professional while also being warm and kind. We loved working with them!

What Peace of Mind Really Feels Like

True success isn’t just having documents in a binder, it’s the comfort of knowing your family is protected no matter what tomorrow brings. It’s your children cared for, your wishes honored, and your loved ones spared from conflict or confusion.

At Hsiao Law, we make sure your plan works in real life, so you can focus on living, loving, and enjoying the moments that matter most.

FAQs

What types of professionals does Hsiao Law partner with?

We collaborate with financial advisors, accountants, insurance professionals, business consultants, and other experts who help clients manage wealth, protect assets, and plan for the future.

How do referrals work?

We keep the process simple and transparent. You introduce the client, we handle the legal side with care, and we keep you informed throughout the process.

Do you offer co-branded workshops or presentations?

Yes! We regularly host joint events and webinars to educate clients and prospects while highlighting the strengths of both partners.

Is there a cost to partnering with Hsiao Law?

No. Our professional collaborations are based on mutual benefit and shared commitment to serving clients, never referral fees or obligations.

How do I get started?

Just schedule a short call with our team. We’ll discuss your goals, explore how we can support your clients, and create a collaboration plan that fits naturally into your business.

Join Our Newsletter

Estate planning isn’t something you do once and forget. Our monthly newsletter shares practical tips, updates on the law, and encouragement to help you keep your plan, and your peace of mind, up to date.

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