We designed this platform so we can offer a seamless, fully-branded living trust solution to our clients—while creating a powerful new revenue stream for our business.
Keep Clients in Our Ecosystem. We can add our logo and firm name to the portal. Our clients experience a premium, custom-branded journey that builds trust in our services.
Set Our Own Assistance Fees. We access the platform at a flat B2B rate ($750 Single / $800 Couple). We can then add our own document assistance fee on top, creating immediate ROI for every plan.
We Control the Timeline. We no longer have to refer our clients out to expensive third-party attorneys and hope they follow through. We guide them from start to finish in under an hour.
We built a flat-rate, all-inclusive pricing model with no hidden fees. This gives us the flexibility to define our own value and scale our practice.
We pay a flat B2B rate of $750 (Single) or $800 (Couple) for the complete, legally sound estate plan.
We add our own custom consultation and document assistance fee on top of the base software cost.
We deliver a premium experience to our clients while generating immediate, high-margin ROI for our firm.
Our white-label solution isn't just software—it's a complete, turnkey estate planning extension for our practice. We handle the heavy lifting so we can focus on building client relationships.