Attorneys
Skip The
estate planning learning curve
Divorce clients need updated estate plans. Personal injury settlements require asset protection. Real estate transactions trigger estate planning needs.
You’ve built the relationship. You understand your clients intimately. Why refer out that revenue?
Sign It. Save It. Sync It.
It's better than a referral,
it’s your law firm's profitable revenue system
Add attorney-backed estate planning to your practice without years of specialization, or adding new staff—start serving clients completely.
The referral-trap might cost you $147,000/year
You handle life’s biggest legal moments—divorce settlements, injury awards, real estate transactions—but when clients need estate planning, you send them elsewhere.
That revenue walks out your door. Those relationships get diluted. Those referrals never return.
Our platform changes everything.
Deliver professional estate planning using attorney-reviewed templates and guided workflows. No need to master complex estate law or hire specialized staff—just confidently expand your service offerings to capture revenue you’re already generating for other attorneys.
You're already
the attorney they trust
Yet when they need estate planning, arguably their most critical legal need, you send them to a complete stranger who knows nothing about their situation…
Three ways to
expand your practice
Capitalize on Existing Revenue Opportunities
- Stop the referral drain
Your divorce clients need new estate plans. Your injury settlement clients need asset protection. Your real estate clients need updated trusts. Keep that work in-house and turn single-transaction clients into ongoing legal relationships.
Expand Your Practice Without Adding Staff
- Add billable services without adding more billable work
No intake specialist needed. Have clients do the work for you with a self-guided document decision form.
Build Relationships that span generations
- Transform one-time clients into ongoing partnerships
Estate planning creates lasting client relationships that span generations. Family changes, asset updates, and life transitions generate consistent legal work that compounds your practice value over time.
Attorney-backed Estate Planning
for law firms that don’t practice estate planning
Professional estate planning legal documents & tools that work exactly like your existing practice management software—complete with easy to use-guided workflows, legally compliant estate planning templates, and attorney-approved protection.
- No hidden fees or setup costs
- Guided questionnaires eliminate complex estate law knowledge requirements
- State-specific templates automatically apply local legal requirements
- Lifetime users enjoy seamless client management tools that integrate with existing practice workflows
- Monthly subscription for growing law firms
- Lifetime users enjoy white-label benefits, for maximum control
- Pay-per-use flexibility for occasional needs
Future Proof Plans Pricing
Investment options that scale with your business growth
Pay-Per-Use • Monthly Unlimited • Lifetime License
Three flexible approaches designed for different practice stages and client volumes.
From occasional estate planning needs to full practice integration, find the investment structure that matches your current client base and business growth objectives.
The average attorney refers out $147,000 annually
in estate planning work
How will you allocate that profit…hire a new associate or fund your retirement account for a faster exit?
Increase In Client Retention
Revenue Increase - Year One
Document Turnaround Time
Frequently Asked Questions
Do I need additional licensing to offer estate planning?
No additional licensing required. You’re delivering attorney-reviewed documents with full legal oversight—not practicing law. Our estate planning templates are state compliant and attorney approved.
What states are covered?
Currently available for North Carolina and South Carolina professionals, with national pay-per-use options for other states.
Can I customize the estate planning documents?
Subscription users work with attorney-approved templates. Lifetime license holders can fully customize workflows and documents to match their practice.
How does Future Proof Plans maintain compliance?
Our platform automatically applies state-specific requirements and attorney oversight ensures all documents meet legal standards before you ever get access to the templates.
What happens if my client needs complex estate planning?
Future Proof Plans handles 85% of typical estate planning needs without the need for an attorney referral. For complex situations, we provide attorney referrals while maintaining your client relationship.
How do clients access and update their plans?
Our platform automatically applies state-specific requirements and attorney oversight ensures all documents meet legal standards before you ever get access to the templates.
What support is included?
All packages include technical support, compliance guidance, and access to our professional network for best practices and growth strategies.
Ready to start? Join today.
Your goals won't wait,
and neither should you
Stop watching your best clients disappear to estate planning referrals. Start delivering comprehensive wealth protection that builds generational relationships and recurring revenue.
Schedule a 15-minute demo and see exactly how estate planning integrates with your existing advisory practice.