Estate Planning Provides Value for Your Clients and Growth for Your Business
We offer a unique approach through our Estate Planning Business Partner Program for you to provide comprehensive estate planning services to your clients, helping you grow your business while adding more value to your clients.
Why Become a Partner
Differentiate yourself from the competition.
Benefits of our Business Partner Program
Additional Revenue Stream
By offering estate planning services, you can generate additional revenue through referral fees or setting your own pricing.
Comprehensive Service Offering
Adding estate planning services to your list of services helps you offer a more comprehensive suite of services to your clients, increasing client satisfaction and retention.
Increased Value to Clients
Provide a valuable service to clients by helping them protect their assets and ensure a smooth transfer of wealth to their heirs. This can increase the perceived value of your services among your clients.
Business Partner Platforms
Our plans offer flexibility for your business model.
No start up fees. No monthly service or administrative fees.
Business Partner Refer
Our Refer Program is designed to help our partners effortlessly connect new clients with our services and earn compensation for their referrals. By participating in this program, you can expand your network, strengthen client relationships, and enjoy the benefits of your successful referrals.
Learn MoreBusiness Partner Assist
The Business Partner Assist Program enables the referring partner to work more closely with their clients, streamline the process and have the clients complete some of the initial paperwork needed when completing their estate plan.
Learn MoreBusiness Partner “Plus” Program
This exclusive program is designed to empower our partners with a more hands-on approach and greater flexibility to determine their own pricing structure.
Learn MoreAre You Ready to Grow Your Business?
For a competitive edge against your competition, generate additional revenue and Increase your value to clients, discover a new revenue stream, and enhance your client satisfaction and retention.
Free Marketing Resources
A resource library of materials to effectively engage your audience.
We are Your Estate Planning Back Office
Our Business Partner Program offers a hassle-free solution for professionals who want to expand their services to include estate planning.
Services Your Clients Need and Value
Our full-list of service offerings will help protect your clients from probate, preserve their assets, protect their minor children and minimize estate taxes.
Join the AmeriEstate Partner Program
Webinar Signup
Recent Webinars
Blogs
Why Referring Clients to DIY Digital Estate Plans May Be Risky
As a valued business partner, your commitment to providing your clients with the best possible solutions is something we deeply appreciate. I wanted to take a moment to discuss a growing trend in the estate planning industry—DIY digital estate plans — and why it’s essential to exercise caution when referring your clients to these services.
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Town Hall Meeting Replay: New Business Partner Assist Program
Join us in the unveiling our brand-new Business Partner Assist Program! This program is designed to streamline the estate planning…
Discover How Our Business Partner Program Can Transform Your Business
In today’s fast-paced world, where clients demand seamless, efficient services, estate planning professionals have a unique opportunity to provide solutions…
Town Hall: How to Identify a Viable Client
In this dynamic Town Hall Meeting, we will equip you with practical insights and actionable strategies to identify potential clients…
