Built for professionals who'd rather practice than prospect.
High-intent audience
Members are actively drafting wills and naming executors — not browsing. They arrive ready to engage.
Built-in trust framework
Every member completes KYC and identity verification before they reach you. No tire-kickers.
Calendar & bookings handled
Time slots, rescheduling, and no-show flows are built into the portal. You just show up.
Stripe Connect payouts
Direct deposit, transparent commission, and escrow on consultations. Paid on a predictable cadence.
From application to first booking in days, not weeks.
A short onboarding, a fast human review, and a portal that handles the logistics so you can focus on the work.
Start your applicationApply
A 4-step onboarding wizard, about 5 minutes: business info, contact, service locations, and account security.
Get verified
Our team reviews your credentials — bar license, certifications, insurance — within 48 hours.
Start receiving bookings
Set your service catalog and weekly time slots, then respond to inquiries from members in your area.
Eight professional categories.
If your work touches estates, end-of-life planning, or legacy — your clients are already here.
Estate Planning Attorneys
Wills, trusts, and the legal backbone of a legacy.
Notaries Public
Witnessed signings and notarized estate documents.
Life Insurance Brokers
Coverage that funds the future you're planning.
Financial Advisors
Wealth strategy and beneficiary planning.
Funeral Service Providers
Pre-need planning handled with dignity.
Trust & Probate Specialists
Administration, settlement, and probate guidance.
Tax Advisors
Estate, gift, and inheritance tax expertise.
Power of Attorney Consultants
Durable POA and healthcare directive setup.
No monthly fee. No listing fee. You pay only when you earn — a flat percentage on completed consultations, settled through Stripe Connect.
Final commission is set in your individual partnership agreement; the standard rate is 15%. Escrow applies to consultations until completion.