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

Increase customer value and loyalty
while driving new revenue.

New revenue stream

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

Own the full relationship

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

We do all the heavy lifting

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

Our clients

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

Partners and Certifications