Referrals & Joint Ventures

  • Get trained on wills, trusts, and foundation strategies

  • Refer people and earn a sizable commission for closed deals

  • Find purpose and meaning by helping families preserve wealth

  • Leverage these strategies to protect and preserve your wealth more strategically

Explore the benefits of becoming a Law and Tax Strategic Partner...

Enhance your business by helping your clients preserve their wealth, reduce taxes, and become philanthropic...

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JOINT VENTURE

Help us expand our mission by partnering with us and helping more people protect and preserve their wealth through philanthropy.

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TRAINING

We provide the technical and marketing training you need to attract and convert clients with confidence.

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TECHNOLOGY

We also provide the website, CRM, forms, and technologies needed to start a virtual estate consulting firm and help people thrive.

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TEMPLATES

From advertising templates, to social media posts, to intake forms, and client checklists, we can have everything you need to get started right away.

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MARKETING

We have been in this industry for two decades and understand the in and outs of generating leads in this space - we'll help you explore different lead generation avenues.

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SALES CALLS

If you're interested in handling sales and enjoy talking to people, we can provide training and support to help you close deals on your own or with our help.

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VIRTUAL AND FLEXIBLE

The beauty of this business model is that it is 100% online, 100% flexible, and can be tailored around your lifestyle.

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LUCRATIVE SPACE

Engagements with clients range between $25,000 - $150,000 per case, and commission range between 10-30%. Do the math!

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MEANINGFUL WORK

This line of work deals with helping people protect their wealth and getting involved in charitable work, which is very meaningful work.

Boost your bottom-line by partnering with us

We Work With Entrepreneurs In Diverse Industries, Who Are Interested In Learning & Offering Legal And Tax Strategies To Their Clients, Helping Them Stand Out And Gain A Competitive Edge Over Competitors

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REALTORS

Knowledge about wills, trusts, and foundations can help you stand out in the fierce real estate field.

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ATTORNEYS

We work with attorneys looking to learn and incorporate estate and philanthropic strategies.

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ACCOUNTANTS

Adding these structures could mean more business and help you increase transactional value.

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FINANCIAL AGENTS

We work very closely with multiple financial advisors who can add immense value by discussing these topics with their clients.

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INSURANCE AGENTS

There's a big intersection of estate planning and insurance, which can mean more business for your agency.

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CONSULTING FIRMS

B2B or B2C consulting firms can build more trust by understanding and discussing these topics with clients.

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INVESTORS

Wills, trusts, and foundations are extremely important topics for all investors to master.

Watch Video: Click Here

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ENTREPRENERUS

We partner with entrepreneurs in diverse niches who are interested in these topics.

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STAY-AT-HOME MOMS

We love working with stay-at-home moms who are looking for a meaningful and flexible business.

Let's chat and see if we are a good mutual fit

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Available Starting times for Mon, May 27, 2024