Offer customers Wills and Trusts as part of their wealth and legacy planning.

Increase customer value and loyalty
while driving new revenue.

Add non-margin revenue to your existing wealth, estate, and legacy planning services.

Stop referring away business that your customers trust you to deliver.

Add innovative estate planning products quickly with very little time and capital commitment.

This is a place is fora benefit statement

It’s our goal to win the love and recommendation of everyone we work with.

How companies are adding in millions in revenue by offering legal products to their customers.