A win-win for you and your clients.
A working pro-forma for your business on the Starter plan. Set your assumptions and see exactly where the money goes.*
| Starter | |
|---|---|
| Annual Platform | $3,000 |
| Trust packageIncludes a Revocable Living Trust, Pour Over Will, Certification of Trust, and one Quitclaim Deed. | $300 |
| Will package | $75 |
| Quitclaim DeedEvery Trust package includes one Quitclaim Deed at no extra cost. The Quitclaim Deed price applies to any additional deeds. | $175 |
Agent team
Drag to set your team size. The Monthly sales projections below default to 1 Trust per agent and 1 Will for every 5 agents per month - tune them there if your team's mix differs.
Monthly sales projections
Tune these to match your team's mix. Typical productivity ranges from 1 to 5 Trusts per agent per month, with roughly one Will for every five to ten Trusts. You can also estimate volume as a percentage of your primary product sales (e.g., 20% of life insurance purchases convert to a Trust).
Client pricing
You set the final prices that clients pay for a Will or Trust package. Each Trust package your client buys includes a Revocable Living Trust, Pour Over Will, Certification of Trust, and one Quitclaim Deed. Defaults reflect the average we see for top-performing businesses on the platform.
Credits
Limited-time offer: account credits that pay the base fees on the Trust and Will packages you issue.
*Profit projections are estimates based on assumptions and should not be interpreted as a guarantee of future performance or actual profit. Projected profit excludes onboarding fees due in Year 1. Each Trust package includes a Revocable Living Trust, Pour Over Will, Certification of Trust, and one Quitclaim Deed.
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