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.  View more

ADVISOR or Financial Planners

As an Independent Advisor you will be able to support your client from start-to-finish by assisting in the non-legal aspects of the estate planning process.  This includes educating your clients on estate planning concepts, gathering information, working in conjunction with an attorney who is affiliated with our network, to create a living trust, aiding in the execution and funding of the trust, and assisting with the settlement process.  View more