Monthly Subscription Plan

Unlimited Plans. Unlimited Revenue. One Flat Monthly Fee.

Your Clients Are Ready. Are You?

You’ve had the conversation a dozen times this month:

“Do you have your estate planning done?”
“Well, I’ve been meaning to…”
“Let me refer you to an attorney I know…”

And just like that, you’ve handed off the relationship you spent years building.

What if you could keep them instead?

Estate Planning as a Service, Not a Referral

The Professional Subscription turns estate planning from a referral point into a revenue center—without requiring you to become an attorney or invest $16K upfront.

Start this month:

• Onboard your first clients in days, not weeks
• Generate unlimited estate plans with no per-use fees
• Deliver attorney-reviewed documents under your brand
• Build recurring revenue from an essential service
• Keep client relationships through every life transition

This isn’t a trial. It’s a business model.

Who This Is Built For

CPAs and Tax Advisors: Stop losing clients to estate attorneys after tax season. Integrate estate planning into year-round advisory relationships and justify your fee structure with comprehensive wealth protection.

Financial Advisors: Your clients trust you with their money. They should trust you with their legacy planning too. Align insurance recommendations with actual documented plans. Lock in multi-generational relationships.

Insurance Brokers: Turn one-time policy sales into lifetime advisory relationships. Use estate planning to demonstrate the why behind coverage amounts. Create touchpoints for annual reviews and policy updates.

Fractional CFOs: Complete the wealth picture. Move beyond cash flow and tax strategy to comprehensive estate and business succession planning. Deliver the holistic service your clients expect.

Divorce Attorneys: Your clients need new estate documents the moment the ink dries. Stop referring them out for updated trusts, powers of attorney, and wills. Keep the relationship and the revenue.

Unlimited Plans. Unlimited Upside.

No usage caps. Whether you process 2 estate plans this month or 20, your cost stays the same.

Month 1: Your client pays you $2,500-$5,000 for comprehensive estate planning. Your cost: $1,995. Net profit: $505-$3,005.

Month 6: You’re processing 8 plans/month at $3,000 each. Monthly revenue: $24,000. Monthly cost: $1,995. Net profit: $22,005.

The math works immediately. The leverage compounds quickly.

What You Get: The Complete Estate Planning Arsenal

Estate Planning Documents:

• Joint or Individual Living Revocable Trust
• Last Will and Testament
• Financial Power of Attorney
• Healthcare Power of Attorney
• Living Will
• Quitclaim Deed(s) for trust funding
• Certificate of Trust
• Execution instructions, FAQs, and client guidance
• Document decision summary

Business Formation Documents:

• LLC Operating Agreements (single and multi-member)
• Quitclaim Deed(s) for LLC real estate transfers
• Business formation information collection forms

Every document reviewed and approved by licensed North Carolina and South Carolina attorneys. Every template designed for state-specific compliance.

Attorney-Reviewed Templates You Can Trust

Every document has been reviewed and approved by licensed attorneys for North Carolina and South Carolina compliance. You’re not winging it. You’re delivering legally sound documents backed by professional legal review.

How It Actually Works

Step 1: Client needs estate planning
Step 2: You send them the guided questionnaire (your branding)
Step 3: They answer questions about assets, beneficiaries, and wishes
Step 4: Platform generates complete document package
Step 5: You deliver professionally formatted estate plan
Step 6: Client executes documents following provided instructions

Total time investment: 1-3 hours per client.

Total revenue potential: $2,500-$5,000+ per client.

Priority Attorney Review When You Need It

Hit a complex situation? Need custom document modifications? Want attorney-prepared deeds recorded?

Priority attorney review is available as an add-on for cases requiring additional legal expertise beyond the platform templates.

The Flexibility You Need

No long-term commitment. Test it for a month. Scale up when ready. Cancel if it doesn’t fit (though we’re confident it will).

No setup fees. Start generating plans immediately.

No per-plan charges. Process 1 plan or 50—your cost stays flat.

No hidden fees. $1,995/month is the complete investment.

What This Isn’t

Let’s be clear about what you’re NOT getting:

❌ Workflow customization – You can’t modify the questionnaire logic or determination questions
❌ Document coding changes – The templates are set (though attorney review for custom modifications is available as an add-on)
❌ Lifetime ownership – Stop paying, lose access (that’s what makes the monthly price work)

If you need full customization and workflow control, the Lifetime Purchase package is your better option.

But if you want to deliver professional estate planning starting this month without heavy investment or technical complexity—this is your path forward.

Revenue Model That Actually Works

You decide what to charge. You decide how to collect. You decide how it integrates with your existing service offering.

Common Models:

Standalone Service: $2,500-$5,000 per complete estate plan
Value-Add to Existing Services: Include estate planning in premium advisory packages
Annual Review Model: Initial plan + annual updates and modifications
Tiered Pricing: Basic trust packages vs. comprehensive planning with business formation

Your practice. Your pricing. Your profit margins.

NC/SC Exclusive

This subscription package is available exclusively to professional service providers operating in North Carolina and South Carolina.

If you’re outside NC/SC, our Pay-Per-Plan option may be available depending on your state.

Refund and returns

Month-to-month subscription with no long-term commitment. Cancel anytime. No refunds for partial months. Upon cancellation, access to the platform and document generation tools ends immediately.

We recommend scheduling a demo before subscribing to ensure the platform meets your practice needs.

Get in contact

Ready to add estate planning to your service offerings?

Let’s walk through exactly how this integrates with your existing practice.

Schedule a 15-minute demo to see:

• Live questionnaire workflow
• Sample document outputs
• White-label customization options
• Integration with your current practice
• Pricing strategies that work for your market

Contact our sales team:
📧 [email protected]
📞 (803) 265-8164
📍 460 King St., STE 200, Charleston SC 29403

Or click here to schedule directly.

Available exclusively to North Carolina and South Carolina service providers.

Important: While templates are attorney-reviewed by Saxton Law, this does not create an attorney-client relationship. Users are responsible for proper document execution and use within their professional scope.

Future Proof Plans, Inc. | Templates reviewed by Saxton Law