What You Can Offer
Estate Planning Services for Clients
A complete range of estate planning documents and services — all facilitated by you, drafted by licensed attorneys.
Revocable Living Trust
Avoids probate and protects property transfer at death
Will Preparation
Attorney-drafted last will and testament
Free Financial Power of Attorney
Designates an agent to manage financial affairs
Free Healthcare Power of Attorney
Appoints a healthcare decision-maker
Advance Healthcare Directive
Living will specifying end-of-life wishes
Irrevocable Trust & Special Needs Trust
Asset protection and tax planning structure
Probate Avoidance
Keep property out of court after death
Digital Asset Protection
Secure digital and tangible asset transfer
Exclusive Tools and Resources for Inheritance Specialists & Legacy Advisors
15-Video Educational Library
Shareable videos on estate planning, trusts, probate, elder care, and special needs planning.
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Shareable with prospects and clients✓
Covers 15 key estate planning topics✓
Ideal for social media marketingLegacy Library — 40+ Topics
Downloadable PDF documents on estate planning topics for client education and marketing.
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Advantages of a will✓
Avoiding probate✓
Durable power of attorney✓
40+ additional topicsBooklets & Guidebooks
Professional reference materials to share with clients, prospects, and family members.
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50 Steps to Close an Estate✓
Estate plan process guides✓
Client-ready shareable formatsEmail Marketing Programs
Pre-written email sequences for different prospect types, life situations, and outreach campaigns.
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Warm market outreach scripts✓
New homeowner sequences✓
Investor & business owner templatesAttorney Network Access
Nationwide network of estate planning attorneys and introductions to local estate advisors.
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Nationwide attorney referral network✓
Local estate advisor introductions✓
All 50 states coveredFree POA Documents for Clients
Financial and healthcare power of attorney documents provided at no charge to your clients.
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Financial POA at no cost✓
Healthcare POA at no cost✓
Virtual document preparation sessionWeekly Training & Marketing Support
Live sessions, community support, and ongoing coaching to keep you sharp and in front of the right prospects.
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Weekly training & marketing meetings✓
Private community forum✓
Community advisory access✓
Marketing templates & scripts✓
Enable planning presentations✓
Estate plan referral form & intake systemMembership Level Benefits
Upgraded Tools by Tier
Beyond the core benefits, each membership tier unlocks additional tools and higher compensation.
Inheritance Specialist
Inheritance Specialist
$697
plus $10 / mo use fee
$400 per completed estate plan
(based on tiered plan pricing)
(based on tiered plan pricing)
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All core member benefits included✓
Estate plan creation & facilitation✓
Free POA documents for clients✓
Legacy Library — 40+ topics✓
Email marketing programs✓
Nationwide attorney networkCertification
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50% off CLS™ Designation CourseFull Access
Legacy Advisor
$1,997
plus $30 / mo use fee
$600/plan + 15% affiliate income + $100/affiliate client plan
(based on tiered plan pricing)
(based on tiered plan pricing)
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Everything in Inheritance Specialist✓
CLS™ Certification Course included✓
Social Media Ad Marketing KitLegacyConnect™ Platform
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Family Estate & Property Management Advisor✓
Legacy Contact (LegacyConnect™ Integration)✓
Trustworthy Family Management System✓
Estate Guru Online Client Estate Planning PortalAdvanced Tools
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Access to Trustworthy Family Platform✓
Affiliate enrollment income streamDigital Asset Management
The Trustworthy Platform
Every estate plan client is set up with a Trustworthy account — and as a Legacy Advisor, you're embedded as their designated legacy contact.
Trustworthy Family Management System
AI-powered platform that helps families identify, organize, and protect every asset — including digital assets — so nothing is lost at death.
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AI scrapes emails to surface unknown accounts✓
Upload docs from phone directly to categories✓
Property, insurance, legal, tax folders✓
You remain branded legacy contact inside platformEstate Guru Client Portal
Invite families to begin their estate plan online and track their progress from intake to completion — all while you remain their trusted advisor.
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Invite clients to start plans online✓
Track plan development in real time✓
Create wills, POAs & advance directives✓
You listed as planning specialist