As an attorney in our Licensed Attorney Network, you will be able to provide the finest estate planning document packages to your clients, matured through more than 1,000 network attorneys, and utilize our excellent support services as your back office. Our system allows you to build the estate planning portion of your business by receiving referrals from our network of Independent Advisors, save valuable time on research of federal law changes, and reduce the cost of generating new clients.
- Once approved, you will receive a custom software program designed to generate documents by state, a sample client Workbook, and a sample trust (full binder) for your state.
- Input the client information into the software; send the information electronically to our main office.
- We will prepare the documents and ship them by FedEx to your door within 2 weeks. An email with a PDF attachment of the trust will be automatically sent to you at time of shipping.
Please note: We will work with each attorney on special requests, for example, we are happy to email a draft of the documents prior to print for any additional changes at no charge.
A training course is included in your set-up fee, The Basic Institute for the Estate Preservation is offered several times a year. It is necessary to complete this course within your first year of affiliation. We require this course because we have found it to be extremely valuable in your performance and success. We've gathered nearly 30 years of proven results. For information on The Basic Institute for the Estate Preservation please click here.
You will have access to the Affiliate Resource Center. This is a password protected area you will be given access to utilize numerous tools and resources at your fingertips. It includes items such as articles, educational materials, forms, marketing materials, workbooks and more.
We offer free referrals to our trusted Network professionals that are generated through The Living Trust book and through our websites.
Expert Support INCLUDED
We offer expert support for client estate planning solutions (strategy), developing business strategies, tracking changes in federal law and tax code that will impact the industry, and keeping you alert of the changes through email, your Affiliate membership to the website, and our newsletter The Source.
Affiliate Membership INCLUDED
ACCESS TO ALL: Articles, The Source e-newsletter, Videos, Seminars, Case Studies, the Forum and Blog, 25% off Education, 45% off Training Institutes, Infographics, Tools and the Affiliate Resource Center.
Additional Affiliation Details:
When your application is approved, you are set-up as an affiliate in our network. There is a $175 annual affiliation fee processed through automatic renewal at the end of your fiscal year from the date of sign up.
GET STARTED NOW... Easy as 1-2-3
1. Request Information & Application Packet, please print, fill out and submit it by faxing to 775-828-4444 or emailing it to email@example.com
2. Once we receive your completed application, we will review it and once approved, it will be processed. (Any application that is not accepted will receive a full refund or not be processed.)
3. We will send, by FedEx ground, your custom software, a sample trust (full binder) for your state, a sample client workbook, and The Living Trust book by Henry Abts III. Included in your sign up price is our educational training course; The Basic Institute for Estate Preservation, it is recommended you attend this course at your earliest convenience. The training manual you will receive is for this training course.
One-time Set-up fee 695.00
Attorney Information & Application Packet