Buy ACCESS PASS

Help Your Clients Create
Living Trusts in Under an Hour

Skip the attorney delays and save your homeowner clients thousands of dollars. Become a Living Trust referral partner and provide exceptional value while earning additional revenue.

Get Started Today
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How It Works

Simple 4-step process to start earning referral fees while helping your clients protect their assets

Join Our Program

Sign up as a partner and get approved within 24 hours. No upfront costs or monthly fees.

Get Your Personal Link

Receive a unique website link branded for your practice to share with clients.

Refer Your Clients

Send the link to homeowner clients who need Living Trusts. They complete it in about 1 hour.

Earn Commission

Receive 10% referral fee or offer clients 10% discount. Payment processed monthly.

Perfect for Licensed
Financial Professionals

Join thousands of professionals who are already helping their clients secure their family's future

Financial Advisors

Estate planning expertise

Notary Publics

Document authentication

Insurance Agents

Asset protection focus

CPAs

Tax planning integration

Real Estate Agents

Property transfer planning

Simple, Transparent Pricing

No hidden fees. No setup costs. Just value.

Single Person
$ 750
Complete estate planning package
  • Living Trust
  • Pour-Over Will
  • Financial Power of Attorney
  • Healthcare Directive
  • 100-page estate plan binder
Get Started
popular
Single Person
$ 800
Complete estate planning for two
  • Joint Living Trust
  • Individual Pour-Over Wills
  • Financial Powers of Attorney
  • Healthcare Directives
  • 100-page estate plan binder
Get Started

Partner Benefits

Discover why over 1,000 financial professionals have joined our partner program

10% Referral Commission

Earn substantial recurring income from every successful Living Trust creation
Up to $200 per referral

Client Discount Option

Alternatively, offer your clients up to 10% discount to strengthen relationships
Build client loyalty

Quick 1-Hour Process

Clients can complete their Living Trust in just one hour, making it easy to recommend
Minimal time investment

Licensed & Insured

Our service is fully licensed and insured, giving you and your clients peace of mind
Professional credibility

Dedicated Support

Get dedicated partner support and marketing materials to help promote the service
Marketing assistance

No Upfront Costs

Join the program for free with no monthly fees or minimum requirements
Risk-free partnership

We Help With Scaling

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Expert Auditing

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Reliable Partner

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Financial Plans

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What They’re Saying

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KIM NATAMO

Developer

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John Peter

Developer

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Herry CRISH

Developer

Meet Our Financial Instructors

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Law Teacher

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English Teacher

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Web Teacher

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Finance Teacher

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