Ask us about becoming a re-seller of our documents

Attorneys

Do you or your Law Firm offer estate planning documents? If not then let us serve you. Our name appears no where just the name of your law firm, so your clients don't even know we exist , just complete the application for your client and charge them for your service, send us the application along with our small fee and within 10 working days they will be back in your office ready for you and your client to execute. 

Estate Planner

Are you tired of dealing with attorneys who only seem to make your job harder? If so let us serve you. No more sending your client to an attorney, yet professional attorney prepared documents (35 years of estate planning experience), at a fraction of the cost and much less waiting time. You can chose how much to charge your customer for the document package. Some pass the saving on to there clients and some add a small amount too our charge to cover their cost.

In just 10 working days your document package arrives at your our office with only the clients name and your company name on them, your client doesn't even know we exist!

Insurance Agents

It is hard to get some personal financial information from your client so you know what to offer them, but with our estate planning document package, just by completing the application you will have more of their information than ever before. Also is it hard for you to get referrals well not any more, as they name off to you who their  beneficiaries are, their different people who will serve in their Trust document package you also get addresses and phone numbers, explaining that you will be contacting each to explain how and what will be their duties will be. Your client doesn't even know we exist as your company name appears on the document package.

Real Estate Brokers

As you will know in most cases a persons home is their biggest asset, now you can show them how to protect this asset, while increasing your commissions. With our education materials and the easy application to complete, you will not only do your clients a very needed service, but feel good because  you have gone the extra mile in helping them protect themselves. Your client doesn't even know we exist as only your company name appears on the document package.

Tax Consults

You and I know your client looks to you to help them with their income tax, but they also want you to help them with their retirement taxes and estate taxes. Well now you can and increase your fees for these extra services. With our education materials and the easy to complete application you now do an added service for your clients, that is much needed.Your clients don't even know we exist as only your company name appears on the document package. 

Yes, call us 1-800-874-4443 ask for Jack, or e-mail us at jlpefley@livingtrustsamerica.com

Let us get you started right away