Business Partner Program

AmeriEstate – The Easy Solution for Estate Planning

With AmeriEstate Legal Plan, professionals can provide every client with high-quality estate plans.

Strategic Opportunity

We offer a turnkey solution for professionals to expand their service offerings without having to invest in creating a separate estate planning department. This allows them to offer a comprehensive suite of services to their clients, increasing client satisfaction and retention, while also generating additional revenue.

A Business Partnership with AmeriEstate will provide your company and customers this essential service at fixed, affordable pricing. Your customers will receive superior service from our Estate Planning Representatives and consistent, high quality Estate Plans prepared by experienced Attorneys. We offer fixed, flat fees, which makes us more affordable compared to traditional attorneys. Start offering a stress-free, efficient planning experience that enhances your client relationships.

Benefits

Boost revenue without increasing costs: We serve as your back-office, enabling you to earn additional income without expanding staff, space, or equipment.
Stand out from competitors: Differentiate your company by providing cutting-edge services not commonly offered by competitors.
Retain control of estate planning: Say goodbye to referring clients to external estate planning professionals as you take charge of their needs.
Exceptional value at affordable prices: Deliver attorney-guided legal documents and asset protection expertise to your clients at significantly lower costs compared to traditional estate planning attorneys.
Attract new clients: Offer estate planning services and appeal to potential clients seeking comprehensive solutions.

Automated Reports and Alerts

AmeriEstate keeps you informed of client progress with automated email notifications at key stages of the Estate Planning process.

Initial Interview Status
Attorney Consultation Completion
Estate Plan Delivery Notification

Weekly inventory reports are emailed with a complete summary of all your pending cases.

AmeriEstate team member working on automated reports and alerts for client progress in front of a computer

Business Partner Program Details

Business Partner Refer

The Business Partner readies the client for communication with AmeriEstate’s Trust Advisors team, facilitating a seamless handover by furnishing AmeriEstate with the client’s contact details.

Throughout the process of creating the estate plan/living trust, AmeriEstate maintains transparent communication with our valued Business Partners, keeping them apprised of the client’s progress. Upon the successful notarization and delivery of the estate plan/living trust, AmeriEstate ensures the client is returned to the referring Business Partner, as per our referral agreement, resulting in your company receiving the agreed-upon referral payment.

Business Partner Plus

The Business Partner facilitates the sale of our service, handles payment collection, and initiates the initial documentation process with AmeriEstate. Pricing is determined by the Business Partner, who adds their fee to AmeriEstate’s established fixed rate.

The client collaborates with AmeriEstate to finalize the estate planning services. Upon the successful creation of the Trust, the Business Partner then delivers the completed Trust documentation to the client.

Contact Us to Get Started

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