Introduction


Estate Advisor Group is a premier provider of estate advisory and transition services, renowned for its trustworthiness and commitment to excellence. Our distinguished referral network is composed of vendors, real estate agents, cash buyers, attorneys, and home service professionals who share our dedication to serving families during sensitive life transitions. This Terms of Service document (“Terms”) sets forth the expectations and standards for all partners within the Estate Advisor Group network. By participating in our referral network, you acknowledge and agree to uphold these Terms, thereby contributing to the prestigious reputation and integrity that define Estate Advisor Group.


Standards of Service & Professionalism


All Estate Advisor Group partners are expected to maintain the highest standards of service and professionalism. When working with clients—many of whom are navigating estate transitions due to loss or major life changes—partners must demonstrate unwavering respect, empathy, and integrity. Key standards include:

• Professionalism & Fiduciary Responsibility: Always act with utmost professionalism and in the best interest of the client. Partners must exercise their duties with good faith, honesty, and diligence, as if each client were their own. When advising or assisting clients, make every effort to fulfill your fiduciary responsibilities, putting the clients’ needs and interests first at all times.

• Courtesy, Patience & Compassion: Treat every client with courtesy, patience, and understanding. Recognize that many clients are dealing with sensitive circumstances, such as the loss of a loved one or other major life transitions. Use empathy in all interactions—listen actively to their concerns, communicate clearly and kindly, and provide reassurance. A compassionate approach is essential to honoring the trust families place in our network during challenging times.

• Integrity & Honoring Commitments: Conduct all business in an honorable manner. Follow through on promises, appointments, and commitments made to clients and fellow partners. If you commit to a service or timeline, ensure it is met or communicate promptly if circumstances change. Upholding integrity means being truthful in representations, transparent in processes, and accountable for your actions. This reliability reinforces the confidence clients have in Estate Advisor Group and its partners.

• Compliance with Laws & Professional Codes: Adhere to all applicable laws, regulations, and rules of professional conduct in your jurisdiction and industry. Each partner is expected to maintain any licenses or certifications required for their profession and to follow the ethical guidelines set by relevant regulatory or professional bodies. Whether it’s real estate regulations, legal ethical rules, or industry standards for home services, compliance is mandatory. Partners should stay informed of any changes in laws or codes and ensure their practices remain in full compliance.


By upholding these standards, you contribute to a culture of excellence and trust. Estate Advisor Group carefully vets its network partners, and we rely on your professionalism and ethical conduct to preserve our collective reputation for exemplary service.


Dispute Resolution & Compliance


Estate Advisor Group encourages all partners to handle any questions, concerns, or disputes with professionalism and good faith. In the event of a disagreement—whether with a client or another member of the network—all parties should strive to resolve the matter amicably through open and respectful communication. We believe that most issues can be resolved through honest dialogue, mutual respect, and a focus on the best outcome for the client. If you encounter a challenge, consider reaching out to Estate Advisor Group for guidance or informal mediation. Our goal is to maintain harmony and cooperation within the network, ensuring clients continue to receive seamless, high-quality service even when issues arise.


Non-Compliance: Maintaining the integrity of our network is of paramount importance. If a partner fails to abide by these Terms or falls short of the above Standards of Service & Professionalism, Estate Advisor Group reserves the right to take appropriate action. Such actions may include providing a formal warning, requiring corrective measures, or, if necessary, removal of the partner from the Estate Advisor Group referral network. Removal of a partner is considered a last resort and is undertaken only after careful consideration. We are committed to working with our partners to address and resolve issues constructively; however, egregious or repeated misconduct that undermines client trust or the reputation of the network cannot be tolerated. Every partner is therefore encouraged to consistently adhere to these Terms and proactively address any lapse in compliance.


Conclusion


In conclusion, the Estate Advisor Group Terms of Service is more than a formal agreement—it is a pledge to uphold values of trust, excellence, and compassion in every client interaction. By following these principles, you help ensure that our collective reputation as a prestigious and trustworthy network remains strong. We appreciate your dedication to maintaining these high standards and your commitment to serving clients with empathy and integrity.


​Thank you for being a valued member of the Estate Advisor Group referral network. Together, we will continue to provide exceptional estate advisory and transition services to the families who rely on us. Estate Advisor Group remains committed to supporting our partners, fostering mutual respect, and striving for excellence in all that we do. Your cooperation and integrity in upholding these Terms of Service reinforce the foundation of trust that makes our network a beacon of professionalism and reliability.