Lawyer Referral
Due Diligence Services

We know how important your client relationships are to you. In times of need, your clients look to you, their financial advisor, for help and guidance. That is why you should tell your clients about Eccleston Law’s nationwide Lawyer Referral Due Diligence Services.

What is it?

For your clients who have large, complex cases, have suffered serious injuries, or have a case out of state, no one wants a client to select a lawyer based upon a clever billboard, a catchy slogan, a slick TV ad, or the fact that the lawyer practices nearby or is a nice person. You always want your client to have the best lawyer for your client’s particular case.
 

How do we help?

Eccleston Law’s nationwide Lawyer Referral Due Diligence Services employs a 5-step process to ensure that your clients select the best lawyer for their case:

  1. Consultation with Client
  2. Due Diligence (including lawyer interviews and examinations of relevant accomplishments, court filings and trial experience)
  3. Selection of Lawyer with Client Approval
  4. Monitoring Progress of the Case and
  5. Reporting to Client and to Financial Advisor, If Desired

How are we paid for our services?

Your clients pay nothing to us for our services. Instead, the lawyer / law firm ultimately selected by your client after Eccleston Law’s 5-step process will pay Eccleston Law, LLC a traditional client referral fee fully disclosed to the client in writing and paid only out of the lawyer’s/law firm’s share of the legal fee.

 

TESTIMONIALS

Previous
Next

You guys are good!

Mike L.

LATEST NEWS AND ARTICLES

November 7, 2025
FINRA Suspends Former Wells Fargo Broker Over Unapproved Real Estate Venture

The Financial Industry Regulatory Authority (FINRA) suspended former Wells Fargo broker George J. Cairnes for four months and fined him $25,000 for engaging in unapproved real estate outside business activity, according to a settlement letter issued.

November 6, 2025
Former Ameriprise Broker Ordered to Pay $2.2 Million for Elder Exploitation

A Financial Industry Regulatory Authority (FINRA) arbitration panel has ordered Eric A. Dupre to pay nearly $2.2 million in damages to his former firm and two customers following allegations of theft and elder exploitation.

November 5, 2025
Former Wells Fargo Representative Suspended for Unauthorized Texting and Obstruction

The Financial Industry Regulatory Authority (FINRA) has suspended former Wells Fargo representative Eyan M. Townsend for one year and fined him $10,000 for using personal text messages to conduct business and attempting to obstruct an internal investigation by deleting those communications.