EstateVault
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For Michigan Professionals

Turn Estate Planning Conversations Into Revenue.

Offer your clients attorney-reviewed wills and trusts through your own branded platform. You facilitate. You earn. They’re protected.

The Reality

70%

of your clients have no estate plan.

The Opportunity

You already have the conversation.

Now get paid for it.

Request AccessSee how it works
How it works

Simple for you.
Professional for your clients.

Three steps. No legal training, no infrastructure, no overhead. Launch in days — get paid instantly.

01Week 1

We set up your branded platform

Your logo, your colors, your URL. Your clients see your brand, powered by EstateVault.

  • Custom subdomain configured
  • Your brand kit applied
  • Onboarding call with our team
02Day-to-day

You introduce it to your clients

Use our approved scripts and marketing materials. One conversation. No legal expertise required.

  • Approved client scripts
  • Email + social templates
  • No legal expertise needed
03Get Paid Instantly

You earn on every document

Will Package: you earn $300. Trust Package: you earn $400. Paid instantly to your Stripe account on every sale.

  • $300 per will, $400 per trust
  • Instant payout per sale
  • Real-time revenue dashboard

3 days

Avg. setup time

$0

Up-front platform cost option

Instant

Deposit

100%

White-label branded

Who it’s for

Built for Michigan professionals.

Financial Advisors

Complete the wealth plan with seamless estate planning alongside your investment services.

CPAs & Accountants

Help clients protect the financial picture you already manage with proper estate documents.

Insurance Agents

A natural extension of beneficiary and protection conversations you already have.

Attorneys

Hand off straightforward document preparation. Focus your time on complex cases.

Pricing

Everything you need.
Nothing you don’t.

One-time setup. No monthly platform fees. You earn when your clients purchase document packages.

Standard Partner

growing practices

One-time setup

$1,200one-time

Full estate planning platform with will and trust document revenue.

Your payout per sale

$300 / will · $400 / trust

Paid on each qualifying will or trust package your clients purchase through your portal.

What's included

  • White-labeled client portal (your logo + colors)
  • Wills & trusts Documents (Michigan compliant)
  • Attorney review add on for clients
  • Encrypted client Vault (docs, accounts, credentials)
  • Guided quiz + intake flow for clients
  • Partner dashboard with client management
  • Approved scripts + marketing materials library
  • Instant Stripe payout on every sale
  • Email support
Request Standard Access

Enterprise Partner

established firms

One-time setup

$6,000one-time

Maximum earnings, custom subdomain, and dedicated partnership support.

Your payout per sale

$350 / will · $450 / trust

Paid on each qualifying will or trust package your clients purchase through your portal.

What's included

  • Everything in Standard
  • Custom subdomain (yourfirm.estatevault.com)
  • Higher payout: $350 / will · $450 / trust
  • Priority onboarding with dedicated rep
  • Co branded marketing campaigns
  • API access for CRM integration
  • Document amendment service for clients
  • Phone + Slack support
  • Quarterly business reviews
Request Enterprise Access

Earnings Calculator

See what you could earn.

5
130
5
130

Trust Package × 5

$400 per package

$2,000

Will Package × 5

$300 per package

$1,500

Estimated Monthly Earnings

$3,500

per month

Trusts $2,000Wills $1,500

Your platform pays for itself in less than 1 month.

Earnings shown are estimates based on your selected volume. EstateVault does not set, approve, or regulate partner earnings.

EstateVault Pro is a document preparation platform. It does not provide legal advice and does not create an attorney-client relationship. Partners are not authorized to provide legal advice through the platform. All documents are reviewed for compliance by licensed Michigan attorneys. Revenue figures shown are estimates and not guarantees of earnings. Actual results will vary based on client adoption, market conditions, and partner effort. EstateVault Technologies LLC reserves the right to modify pricing and terms at any time.

Request Access

Let’s build your platform.

Tell us about your practice and our partnerships team will reach out within one business day.