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We can answer your questions and see if we can help you grow your business without a lot of extra work from you.

I couldn't believe how simple a process this is with the nice concierge, Kevin helping me. I was able to make all my decisions and now I have everything in place for my children. I have peace of mind now!

★★★★★

Mary R.

Cincinnati, OH

Now I feel I can finally rest easy knowing I have everything in place.

★★★★★

John D.

Tampa, FL

I was able to help my client get this estate plan done and now it has led to several annuity and life sales and referrals to their adult children.

★★★★★

Bill S., Agent

Phoenix, AZ

The concierge kept me in the loop the entire way. And the trust funding zoom call was incredible. I would have never been able to get their detailed asset picture until that meeting!

★★★★★

Darrell P., Agent

Louisville, KY

FAQ'S

Will I have any liability with this service?

Absolutely not! Our estate plan software concierges are certified and licensed to operate our software. Any legal questions can be handled properly by licensed attorneys. Should there be any need to incorporate something out of the ordinary, we have the legal team to draft supplements to the estate plan.

Is this one of those trust mills?

Absolutely not! We provide attorney drafted documents that covers a client's last will and testament, living will/advanced directives, financial and healthcare powers of attorney, revocable living trust, and guardianship for any minor children. The trust, while an important piece to estate planning, is not the focus of our program.

How long have you guys been around?

We have been in the estate planning world for about ten years, providing the most widely used estate planning software platform in the country; used by estate planning professionals and attorneys. This is our full-time focus - to help professionals like you provide the best estate planning service to your clients.

How does the $400 referral commission work?

When you refer your client to one of our concierge agents, they will conduct the discovery call to determine how we can help your client develop their comprehensive estate plan. When they pay their fee of $1995, you will be paid your commission of $400.

Simple as that!

How do I know that you will hand my client back to me to help them with other financial advice?

You are an important piece to the process. The final meeting with the client is the trust funding meeting where you and the client will be on a zoom call with the concierge to go over their assets and fund the trust appropriately.

What if they already have an estate plan?

Perfect. Ask them, "when is the last time you updated it?" Chances are not in a long time. We have the ability to "restate" their current estate plan while updating it to their current needs, consolidating their will and all their other documents into one document, upload it into an encrypted cloud where they can make changes whenever they want without the need for an attorney or the fees they charge.