Join a network of ambitious leaders and take your career to the next level with expert coaching and a supportive estate planning education community.
Join the CommunityDecide between the Inheritance Specialist or Legacy Advisor — each designed for a different level of engagement and compensation.
Access and study the advisory team's training modules covering estate planning fundamentals, probate avoidance, asset protection, and how to position yourself as a trusted estate planning resource. Review all educational videos, marketing content, and legal/financial reference materials provided.
Identify property-owning families in your market — particularly those with real estate assets who may be concerned about probate, creditor claims, inheritance concerns, or ensuring a smooth transfer of wealth to heirs. Investors and business owners are also strong prospects.
Key Point: You're not selling estate planning services — you're becoming the realtor who understands estate planning, which is a meaningful differentiator. The marketing materials are provided, so the main job is identifying the right people in your existing database, clients, friends and family and starting educational conversations.
Use the program's media-driven marketing materials to reach prospects. Share educational content about probate avoidance and legacy planning through email campaigns, social media, community events, or direct mail. Position yourself as an estate planning-informed realtor — not just a home seller.
When a prospect shows interest, have a brief educational conversation about the risks of probate and the value of a proper estate plan. Your goal is not to provide legal advice — it is to educate and identify qualified families who would benefit from a 5–10 minute phone consultation with an estate planning advisor.
Facilitate an introduction between the qualified family and your estate planning advisor via a 5–15 minute discovery call. This is the core handoff in your role as a Referral Realtor. The advisor takes over from here to move the family forward to design their estate plan.
Stay engaged as the family works with the network of estate planners, legal experts, and financial advisors. You represent the client's real estate interests during this process. Any property transactions that arise — buy/sell sales, transfers, title work — are your opportunity as their trusted realtor. Get introductions to the family beneficiaries, trustees, and other family advisors for additional leads.
During the process of the family plan we begin setting the table for referrals as a core part of plan execution. After a family completes their estate plan, getting introductions to relatives, beneficiaries, trustees, executors, and witnesses continues — all of whom are natural prospects. This referral tree is where the program scales. Each satisfied family can open multiple new relationships organically.
If you are a Legacy Advisor, refer other realtors into the program to earn 15% affiliate enrollment income and $100 from their clients' plans. Share your results and the value of the program with colleagues in your brokerage or professional network. Each new affiliate you enroll creates a passive supplemental income stream.
Join a network of ambitious leaders and take your career to the next level with expert coaching and a supportive estate planning education community.