Estate Mentors
For Attorney Partners
Our exclusive program provides direct access to individuals navigating estate planning decisions through collaboration with our extensive network of attorneys.
Attorney Subscription:
- Out-of-box solution
- Client dashboard & tracking
- Custom branding
- Automated digital client intake
- Practice-specific lead generation
- Marketing materials
- Dedicated account manager
- Nationwide network of referral attorneys
Why attorneys choose us:
- Additional revenue stream
- Prospecting and lead generation
- Scale your practice and increase client LTV
- Out-of-the-box solution
- Custom estate plans
- Printing and shipping services
*A la carte pricing available for printing, shipping, and deeds
**White label solutions available
$249 / month
$2,400 / year*
All prospects come directly from attorneys, our UpCounsel partnership, or our website. Additionally, we provide a Client Education Library and regular newsletters, empowering clients with knowledge about estate planning and wealth preservation