Contact Michelle or John at 800-235-0963

Powered by AmeriEstate

Contact Michelle or John at

800-235-0963

Boost Your Offerings with Our Estate Planning Program

Our Business Partner Program offers a turnkey solution for professionals looking to expand their service offerings without having to invest in creating a separate estate planning department. This allows our partners to offer a comprehensive suite of estate planning services to their clients, increasing client satisfaction and retention while also generating additional revenue.

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By becoming an Estate Planning Business Partner, you can take into account this large, untapped market potential for your company. 

70% of Americans don’t have a will. And if they don’t have a will, they almost certainly don’t have a type of living trust. This is primarily due to lack of access, lack of knowledge, and high attorney fees.

Benefits

Additional Revenue Stream:

Earn additional revenue with our attractive referral package without increasing staff, space, equipment or any other increase in cost.  We are your back office.

Comprehensive Service Offering:

By offering estate planning services, you will be able to offer your clients a more comprehensive suite of services, increasing client satisfaction and retention.

Increased Value to Clients:

Estate planning services 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 financial advisors and wealth managers among their clients.

Competitive Advantage:

In a crowded industry, estate planning services can set you apart from your competitors. Attract new clients who need an estate plan.

Here are just a few more benefits

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Taking control of your clients’ estate planning needs means no more referring them to an estate planning professional.

Custom estate plans prepared by trusted attorneys at half the cost of most estate planning firms.

We provide a library of marketing content and support.

Educational materials and videos are available for you and your clients.

Download the Estate Planning Business Partner Toolkit

AmeriEstate simplifies the process of integrating comprehensive Estate Planning services into your practice by eliminating the need for you to establish, support, and staff the back office operations. This empowers you and your firm to offer these services seamlessly.

Download Toolkit
Powered by AmeriEstate

Contact Michelle or John at

800-235-0963

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