The Realtor Legacy Estate Planning System©

Enjoy the benefits of having more clients with stronger relationships and increased transaction opportunities.

You can provide the experienced blend of real estate knowledge and legacy (estate planning) with wealth building strategies designed to attract more families including probate avoidance and legal services that highly demonstrate and further enhance your value and professionalism.

Help families make real estate decisions, protect their assets, and develop a legacy plan with affordable, efficient and experienced estate planning facilitation.

Become and stay top of mind with you as their trusted advisor throughout their lives, generating leads and referrals through our automated system.

Your clients home is more than a place to live. It’s an asset to protect and pass to their loved ones.

Listen to why adding legacy and estate planning to your marketing and added value is becoming the best way to work with more clients and generate leads.

A Realtor's legacy is not solely defined by the number of properties sold or the total revenue generated but by the lasting impact they have on their clients and community.

Building a legacy for families in real estate involves nurturing trust, delivering exceptional service, and contributing to the family’s growth and wellbeing.

A successful realtor leaves behind a trail of satisfied clients who have found their dream homes, as well as a reputation for staying with the family beyond the sale or puchase or property and providing education and resources that enhance their assets and protect their future investments.

Ultimately, providing a family’s legacy is reflected in the enduring relationships they've cultivated and the positive changes they've fostered in the lives of others and their ultimate beneficiaries.

Exclusive Estate Planning Package For Your Clients

- Revocable Living Trust (Disclaimer or AB) with Pour-Over Will
- Last Will & Testament
- Financial Powers of Attorney
- Healthcare Powers of Attorney
- Child Sub-Trust Option
- Guardianship Provision
- Distribution Scheduling
- Advance Directives
- Personal Memorandum
*Estate plan documents are drafted by board certified attorneys and legal teams for the client's resident state. Plans are developed using approved legal software that records client responses to attorney-reviewed questions. Client sessions are conducted virtually and recorded for suitability review. Legal documents are up-to-date and approved in all 50 states. Estate planning advisors facilitate the process, working alongside attorneys and legal teams but are not attorneys themselves.
- Complimentary 15 - 20 Minute Pre-Estate Planning Session with Advisor
- Pre-Plan Guidance & Support
- Personal Asset Inventory Tools
- Individual Digital Vaults with Beneficiary Auto-Transfer
- Post Plan Servicing Keeps Plan Current And Complete
- Asset & Trust Income and Sustainment Modeling
- Advance Directives Docubank Membership
- Real Estate Valuation Services
- Business Valuation
- Insurance Reviews
- Income Sustainment & Maximization
- Asset Management and Assistance
- Certified Financial Planner (CFP) 15 Min. Complimentary Call
- Social Security Optimization
- Wealth Accumulation & Management
- Pension Income Creation
- Long Term Care Funding
- Tax Planning
- Eldercare Solutions
- Pre-Need Services
- Funeral Planning
- Advanced Estate Plan Concepts
- Nationwide Attorney Network
- Irrevocable Trusts
- Dynasty Trust
- Medicaid Spend Down Alternatives
- Probate Avoidance Techniques
- Property Valuations
- Property Market Conditions
- Current Geographic Inventory
- Buyer Pool Access
- Seller Transaction Support & Guidance
- Life Insurance
  (Whole Life, Index Life, Term Life, Survivorship Life, Universal Life)
- Life Settlements
  Bidding for the highest sale price for a policy
- Long Term Care Insurance
  (Traditional Policy, Life Insurance with Long Term Care, Hybrid Policy - Annuity)
- Disability Income Insurance

Lowell Caro

Program Director
REALTOR eXp Realty LLC. Las Vegas, NV. Mr. Caro is an investors executive representative working with investors to maximize profits, speed closings and coordinate project timelines.
His passion is helping seniors solve real estate and lifestyle issues by placing strategic programs into the family that solves many of their problems.
Lowell provides clarity to agents in making sure they come from a place of giving and service beyond the ordinary transaction oriented sales agent. Lowell’s military background establishes his formula for precision business ethics and integrity.
Sal Sofia

Estate Plan Administrator, Program Creator and Founder, Advisor
Over 35 years of professional leadership in sales, management, financial planning, wealth management and accumulation, insurance, estate planning and administration. Sal performs key advisory roles for both real estate and insurance agents across the country.
Featured in industry publications for strategic marketing, prospecting techniques and innovative financial solutions that solve money issues for families and their estates.
Also trained in tangible and digital asset protection, holds licenses as REALTOR eXp Realty LLC., life insurance, health insurance, home and auto insurance and recipient of the prestigous Million Dollar Round Table.
Trena Harris

Social Media & Agent Marketing
Ms. Harris works with agents to formulate and design the optimum reach out campaigns attracting prospect/client interest in estate planning.
With a background in financing and education in both real estate and estate planning Trena seeks to deliver transparency throughout her relationships and transactions.
Her individual creations and posts have generated millions of views and added thousands of prospects into her contact lists. Trena, from Riverside CA. is mutli-licensed as a REALTOR with eXp Realty LLC., with licensure in life insurance as well.