REFERRAL PROGRAM
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Who is the ideal Referral Agent?
Real Estate Agents/Brokers
Property Managers
CPAs
Tax Prepares
Mortgage Brokers and Loan Officers
Life Insurance Agents
...Or if you know a lot of Homeowners
What are the benefits??
Boost Your Credibility – Enhance your professional reputation by offering valuable estate planning services to your network.
Earn Your Own Living Trust for FREE – A valuable benefit just for joining our program.
First 30 Days Bonus: $1,500 – Hit your milestones and start earning fast!
Exclusive Training and Support – Gain access to expert resources to help you succeed.
Flexible Participation – No quotas, no restrictions – refer as much or as little as you like.
Dedicated Partner Portal – Track your referrals, earnings, and bonuses in real-time.
Early Bird Incentives – Be one of the first to join and unlock special rewards!
Decades of estate planning experience, plus years of software
development, coming to put a comprehensive Estate Plan, Customized to the needs of your family, in your hands in just a few minutes
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