🆕 Real Estate Professionals

Legacy Plan Business
In A Box™

The Complete Family Planning & Lead Generation System Built for Realtors

What if you could talk with homeowners before they decided to sell?
What if families called you first during life's biggest transitions?
What if you could have continual "first-hand" knowledge of their property buy/sell intentions?

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What is Business In A Box™

This Isn't Another Lead Program

It's a complete business system that helps Realtors generate highly qualified leads through estate planning education — while creating an additional income stream that keeps growing long after each conversation.

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Build Trust First

Become the advisor families rely on years before any real estate decision is made.

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Done For You

The entire estate planning system is already built. You build the relationship.

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Two Income Streams

One conversation creates estate plan income AND future listing and sell opportunities.

The Opportunity

Why Estate Planning?

Every estate plan starts with a conversation about life. Those conversations naturally lead to discussions about property — and those discussions lead directly to real estate decisions.

By being part of those conversations early, you become the Realtor families already know and trust when it's time to buy or sell. You stop competing for listings after the decision is made — you're already in the room when the decision is forming.

Estate planning conversations naturally lead to...

Selling a family home

Inherited property

Downsizing

Moving closer to family

Trust-owned real estate

Probate avoidance

Asset protection

Retirement planning

Lead Quality

More Qualified Leads.
Higher Conversion.

Unlike internet leads, estate planning prospects aren't random. They're homeowners. They're building wealth. They're planning for the future — and many will need a Realtor.

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They're Homeowners

Not renters. Not browsers. These are property owners actively planning for their family's future.

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They're Building Wealth

Estate planning clients are financially engaged and thinking long-term about their assets.

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They're Making Family Decisions

These are the exact conversations where property decisions are born — before any agent is called.

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They Convert Naturally

Instead of chasing leads, you're building relationships that convert into future business organically.

Everything Is Done For You

The Complete System

You never have to become an estate planning expert. We've already built the entire system. Business In A Box™ includes everything you need.

01 — Seminar

Professional Estate Planning Seminar

A proven presentation designed to educate homeowners while positioning you as a trusted local resource. Everything is scripted, designed, and ready to present.

02 — Scripts

Appointment Scripts

Simple, proven scripts that help fill your calendar with qualified homeowners who are ready to have the conversation about their family's future.

03 — Marketing

Marketing Materials

Flyers, invitations, social media content, emails, and consumer education pieces — all professionally designed and ready to deploy immediately.

04 — Follow-Up

Automated Follow-Up

Professionally written follow-up campaigns that keep prospects engaged and nurture relationships automatically — without extra work from you.

05 — Support

Estate Planning Support

Every client works with experienced estate planning professionals. We handle the legal process. You build the relationship and earn the compensation.

06 — Community

Training & Community

Weekly training sessions, a network of certified agents, and ongoing coaching to help you master the conversation and grow your estate planning business.

Client Deliverables

Your Clients Receive

Professionally prepared estate planning documents — no legal expertise required from you. Every plan is handled by licensed estate planning professionals.

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Revocable Living Trust

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Last Will & Testament

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Powers of Attorney

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Healthcare Directives

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Complete Estate Plan Portfolio

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Comprehensive Financial, Wealth Management & Risk Mitigation Services

Income Opportunity

You Get Paid

Earn Per Completed Estate Planning Client

$400–$800

(based on tiered plan price)

Every completed estate plan generates an additional income opportunity — while creating future listing and buyer relationships.

Income Stream 1

Estate Plan Compensation

Earn $400–$800 per completed estate plan from the same conversation that builds the relationship.

Income Stream 2

Future Real Estate Business

Estate planning clients become listing opportunities, buyer referrals, and repeat business for years to come.

It's one conversation... Two income streams.

The Growth Cycle

Build a Business That Keeps Growing

This isn't about finding your next transaction. It's about building your next 100 clients through a self-reinforcing growth cycle.

Seminar

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Appointments

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Estate Plans

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Trust Built

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Referrals

→

Listings

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Repeat Business

Why Realtors Are Adding It

Why Realtors Are Adding
Legacy Plan Business In A Box™

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Generate more qualified homeowner leads

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Create higher-converting conversations

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Stand out from competing agents

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Add an additional revenue stream

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Build stronger referral relationships

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Become the trusted advisor in your community

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Create a predictable pipeline of future listings

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Meet homeowners before any other agent does

Own This Niche First

Before Someone Else Does

Estate planning is one of the most overlooked lead generation opportunities in real estate. The Realtors who adopt it now will establish themselves as the trusted local resource — while everyone else continues competing for the same internet leads.

Don't wait until your competition discovers it.

Start building relationships that turn into listings for years to come.

Start Today