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Add estate planning to your practice and set your own pricing. We handle document preparation and fulfillment while you maintain the client relationship.
No upfront costs · Training included · Nationwide
50+
Years of Legacy
3
Generations
USA
Nationwide
5-Star
Review Process
50+
Years of Legacy
3
Generations
USA
Nationwide
5-Star
Review Process
50+
Years of Legacy
3
Generations
USA
Nationwide
5-Star
Review Process
Set your own pricing and keep the margin on every case. Estate planning complements your existing services and adds recurring value to each client relationship.
Clients who plan with you stay with you. Estate planning creates a natural touchpoint that strengthens loyalty and opens the door to broader conversations.
We handle every document. Our certified team reviews every page before it leaves our office. You can offer estate planning knowing the work is thorough and accurate.
We provide the portal, the training, and the fulfillment. You focus on your clients. Everything is set up for you so you can start offering estate planning without disrupting your current workflow.
Your portal. Your clients. Our team handling the heavy lifting behind the scenes.
Your own dashboard to manage clients, track case status, and monitor fulfillment progress. Access everything from one place.
Clients complete a simple online form at their own pace. Auto-save and progress tracking keep things moving smoothly.
Every document is professionally reviewed by our certified team. Your clients get thorough quality assurance at a fraction of traditional pricing.
Completed estate plans are organized, stored, and delivered directly to your clients with full tracking from start to finish.
Transparent tracking of every case from intake to delivery. See exactly where each client stands and what is coming next.
We train you to confidently present estate planning as a service. No prior experience needed.
Co-branded brochures, email templates, and presentation decks ready to use with your clients. Your brand, our expertise.
A real person on our team is assigned to help you and your clients through every case. No call centers, no ticket queues.
Submit a short application. Our team reviews it and sets up your agent portal, usually within one business day.
Offer estate planning as part of your practice. We provide the training, the scripts, and the materials so you can sell with confidence.
Our team walks your client through the intake process, prepares every document they select, and carefully reviews the final package.
Track every case in your portal. When the estate plan is complete, you deliver it to your client. You set the pricing, you own the relationship.
“Adding estate planning to my practice was one of the best decisions I have made. My clients appreciate the guidance, and the additional revenue stream has been meaningful.”
Financial Advisor
via Partner Network
“The portal makes everything easy. I can see where every client is in the process, and my dedicated support rep answers questions the same day.”
Insurance Professional
via Partner Network
“I was worried about the learning curve, but the training program covered everything. Within a week I felt confident presenting estate planning to clients.”
Wealth Manager
via Partner Network
(602) 562-6506
Call or text, Mon-Fri 9-5 MST
teamwork@plan4thefuture.com
Responds within 24 hours
Schedule a Zoom Call
30-min introductory call
No. We handle all document preparation and professional review on our end. You present estate planning as part of your own practice and submit cases through your portal. We provide the training so you can sell with confidence.
You set your own pricing for your clients and pay Plan4TheFuture a flat fulfillment fee per case. The margin is yours to keep. Your dedicated support rep will walk you through the fee structure during onboarding.
That is what our team is for. Our certified professionals handle the document preparation side, and your dedicated support rep can help answer technical questions. You stay in the loop through your portal without needing to become an estate planning expert.
Most applications are reviewed within one business day. Once approved, we set up your agent portal and schedule your onboarding training. Many partners are up and running within a week.
There are no upfront fees, no monthly charges, and no licensing costs to join the network. You only pay a flat fulfillment fee per case when you submit one.
Financial advisors, insurance agents, wealth managers, CPAs, real estate professionals, and attorneys who do not practice estate law. Anyone with a client base that could benefit from estate planning is a good fit.
Yes. Your agent portal gives you real-time visibility into every case: where each client is in the intake process, document preparation status, and delivery tracking. You always know where things stand.
We prepare estate planning documents for clients nationwide. No matter where your clients are located, we can help them.
More questions? Call (602) 562-6506 or email teamwork@plan4thefuture.com
Join a network of financial professionals already offering estate planning to their clients. No upfront investment, no risk, and a dedicated team supporting you every step of the way.