For financial advisors & insurance agents
Give clients the estate plan they keep putting off
Refer clients to Estateur for a complete, state-correct estate plan — and earn a reward for every plan they finish. No liability, no billable hours, no cost to join.
You earn $25 for every client who completes a plan.
Why advisors and agents refer to Estateur
Your clients get it done
Most people know they need an estate plan and never finish one. Give them a trusted option built from attorney crafted & attorney verified legal content: wills, trusts, powers of attorney, and healthcare directives tailored to their state.
No liability, no billable hours
Estateur is a self-help document service, not a law firm — you are simply referring a resource. You give no legal advice and take on no drafting work. It never competes with the advice you provide.
You're rewarded for every completed plan
You earn $25 for every client who completes a plan. Rewards are tracked automatically through your unique link and accrue in your partner portal — nothing to invoice, nothing to chase.
How it works
Join free
Apply below and get your unique referral link instantly. No cost, no client fees.
Share your link
Send it to clients who need an estate plan, add it to review checklists, or drop it in your newsletter.
Get rewarded
When a client completes a plan through your link, it's attributed to you and your reward accrues automatically.
Already a partner? Open your portal to grab your link and see your rewards.
Join the partner program
It's free to join. You'll get your shareable referral link the moment you apply.