*Inheritance Specialist
$595
Then $25 mo.
AGENT COMPENSATION
$50 Paid On Client Estate Plan Intake Form Completion
$400 Paid On Client Estate Plan Completion*
Email & Campaign Marketing Program Scripts
Client Collaboration & Asset Management Tools
3 Client Facing Estate Planning Videos
3 Brandable Consumer Guides
“Understanding Estate Planning”
“Moving Day”
“Dealing With Divorce”
“Avoiding Probate”
Bonus Extras
“Closing The Estate”
The Ultimate Guide for Trustees, Executors & Fiduciaries
“Free Powers of Attorney Documents”
(Financial & Health) in all 50 States
*Weekly Education Live Meetings
*Legacy Advisor*
$4,999 $1,997
Then $35 mo.
Legacy Members Upgrade To:
“SPECIALIST BENEFITS” PLUS
Up to $1,000 Paid Agent Compensation
Create Estate Plans for Clients
Realtor Estate Plan Software Access
Client & Family Integration
10 Brandable Consumer Guides
10 Client Facing Videos
10 Module Estate Planning Certification Course
Flowcharts & Checklists
* Program content, tech stack, paid fees, future estate plan pricing may change without advance notice. No referral income or bonus income paid unless in active status.
Intern Membership
Free
$0 Annual Renewal
Facebook Realtor Community Access "Estate Planning Consumer Guide" "For The Day I'm Not Here" Guide "50 Steps to Close an Estate" Booklet Inventory/Checklist Legacy Planner "Moving Day" Family Guide Estate Planning Marketing & Education $100 Paid for Estate Plan Referrals Weekly Education Live Meetings* Program content, tech stack, paid fees, future estate plan pricing may change without advance notice. No referral income or bonus income paid unless in active status. Disounted estate plan price (regular $2,495++) - $1,495 excludes deed retitling and recording. No referral fees paid on discounted plan offerings.