Team 100 Referral Network
Statewide Business Network
We are proud to refer clients to businesses and professionals with whom Lawvex has a personal relationship. Explore our trusted Statewide referral network below.
Attorney - Litigation
Hager & Dowling
Santa Barbara
Hager & Dowling is a litigation law firm based in Santa Barbara, California. The firm represents clients in civil litigation matters and has been recognized in legal directories for its insurance-related litigation work for more than a decade.
Attorney - Personal Injury
Daniel K Simon APC
Santa Barbara
Daniel K. Simon APC is a personal injury and workers' compensation law firm based in Santa Barbara, California. Led by attorneys Daniel K. Simon and Carolyn Layfield, the firm has represented injured clients in car and motorcycle accident, slip-and-fall, and workers' compensation cases for more than 40 years.
Charity-Foundation
Salvation Army
Central Valley, California
The Salvation Army is an international Christian charitable organization and one of the largest social service providers in the United States, with a local presence through contact Todd Paige. It operates food pantries, emergency shelter, disaster relief, thrift stores, and other assistance programs for people in need, largely funded through donations and its retail thrift operations.
Elder Care-Specialist
Hinds Hospice
Fresno, California
Hinds Hospice is a nonprofit hospice and palliative care organization based in the Fresno, California area, serving patients and families across the Central Valley. Beyond end-of-life medical care, it offers grief and bereavement support programs for children and adults coping with loss.
Exec Director CASA
CUSD Governing Booard Member
California
Wilma Tom Hashimoto currently serves as Executive Director of a local CASA (Court Appointed Special Advocates) chapter, a nonprofit that recruits, trains, and supervises volunteer advocates for children in the foster care system (the specific chapter was not confirmed and should be verified). She is stepping away from that CASA role and has said she knows several people who may need Lawvex's services.
Family Law
Herring & Imming
Santa Barbara
Herring Imming LLP is a family law firm serving Santa Barbara, Ventura County, and San Luis Obispo. The firm handles divorce, custody, and other family law matters, favoring negotiated settlements but litigating when necessary.
Fiduciary
AD Fiduciary
Elk Grove, California
AD Fiduciary is a professional fiduciary services firm based in Elk Grove, California, staffed by two licensed fiduciaries plus support team members who are willing to travel to meet clients. The firm provides trust and estate administration, special needs trust administration, and conservatorship services, and is licensed by California's Professional Fiduciaries Bureau.
Fiduciary
Lin Fiduciary Services
San Francisco Bay Area, California
Lin Fiduciary Services is a professional fiduciary practice run by Hai Lin and based in the San Francisco Bay Area, California, available to travel or meet clients via Zoom. The practice handles trust administration, probate, estate planning, and conservatorship matters.
Fiduciary
O'Connor Fiduciary Services
San Francisco, California
O'Connor Fiduciary Services is a professional fiduciary practice run by Jackie O'Connor and based in San Francisco, California, available to travel or meet clients via Zoom. The practice handles trust administration, probate, estate planning, and conservatorship of the estate.
Financial Planner
Mission Wealth
Santa Barbara
Mission Wealth is a registered investment adviser and wealth management firm headquartered in Santa Barbara, California, with offices nationwide. The firm offers investment management, tax planning, estate and trust planning, charitable planning, and risk management services tailored to clients ranging from emerging investors to high-net-worth, multi-generational families.
Financial/Wealth Advisor
Hutchinson Capital Management
San Rafael, California
Hutchinson Capital Management (now operating as HCM Wealth) is an independent wealth management and financial advisory firm, with team member Steve Wilkes, based in San Rafael in Marin County, California. The firm provides financial planning and investment management, including tax-planning strategies tailored to business owners.
Real Estate Broker-Residential
Realtor
Santa Barbara
Kristiann Wightman is an independent residential real estate agent (Realtor) based in Santa Barbara, California. She works with local clients on residential home purchases and sales in the Santa Barbara area.
Real Estate Broker-Residential
Realtor
Santa Barbara
Treasured Estates, whose team includes CEO and senior personal property specialist/Realtor Shannon Collison, is a Santa Barbara-area business offering combined real estate and estate-liquidation services. They help families, trustees, and fiduciaries across California's Central Coast sell homes and appraise, market, and liquidate personal property during estate transitions.
Trust & Estate Loans
CLOANC
Orange County
CLOANC is a Newport Beach-based lender specializing in loans to trusts and estates throughout California. The company lends directly to irrevocable trusts, helping heirs maintain a deceased parent's lower property tax assessment on inherited homes under Proposition 19 while also financing estate and probate distributions.
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