We aim for a swift implementation, with some advisors getting their websites and assets launched within as little as 30 days. For those planning to host live workshops, our goal is to have you fully trained and standing in front of a room of prospects within 45 to 60 days. During this time, we set up your Google business account, email signatures, CRM, and all marketing deliverables so you are "Google-proof" when prospects research you. We also offer an on-demand webinar option that allows you to start marketing even sooner, without waiting to book a physical venue.

No, you act solely as the relationship manager or quarterback of the team, while we handle the heavy lifting to avoid any unauthorized practice of law (UPL). We provide a multidisciplinary Outsourced Estate Planning Team (OEPT), which includes a dedicated onboarding specialist and network attorney who handles the drafting and client meetings. Your role is to deliver the educational presentation and conduct the client intake interview, after which our team takes the client through the entire estate planning and signing process. We train you on how to deliver the "Three E’s": Educate, Enlighten, and Empower, so you can effectively bridge the gap between your clients and our onboarding team.

Our system offers a turnkey marketing and branding solution designed to help you win the "relationship war" through stranger marketing and educational workshops. We provide a 75-day automated email nurturing sequence, branded websites, and neuro-linguistic videos to drip on your prospects and drive them to on-demand webinars and booked meetings with you. If you choose to host live events, we charge approximately $3,500 per campaign, which includes mailers and digital marketing; PLUS, we guarantee at least 30 buying units will register for your event. We have seen an average close rate where 72% of appointments result in estate planning clients, helping you convert prospects into funded households.

We utilize jurisdictional shopping to provide your clients with the best body of law available, regardless of where they reside. While a client may live in any of the 50 states, we situs the trust in Nevada because its statutes offer superior protection and are highly grantor-friendly. This approach allows us to scale nationwide without being limited by the specific laws of the client's home state, effectively opening up an 83% blue ocean opportunity among the mass affluent who lack a properly funded estate plan. Furthermore, the Nevada Revised Statutes allow for a Trust Investment Advisor (TIA), which can legally designate you to manage the assets, preventing them from being moved to another advisor post-death of a client.