Offer estate planning
in-house. No licensing.
No overhead. No risk.
Our Partner Program lets you deliver attorney-drafted, trust-based estate plans to your clients with no subscription fees, no seat licenses, and no overhead. You keep the client relationship. We fulfill and share revenue.
70% of your clients want you to offer estate planning. 40% say they would switch advisors to get it. And when a client dies without a plan you helped create, only 38% of investors keep the same advisor. The $84 trillion wealth transfer is underway — and the advisors embedded in their clients' estate plans will capture it. The ones who aren't will lose it, quietly, over the next 20 years.
Built to fulfill, not to license
Attorney-Drafted, State-Specific Documents
Every Bloodline plan is built on legal frameworks developed by Succession Counsel attorneys, customized to your client's state.
Revenue Share, Not Subscription Fees
You earn a percentage of every plan your clients complete. No monthly cost. No seat fee. No risk.
Partner Dashboard
Track every referral, monitor client progress, and see your earnings in real time. Fully transparent.
What your clients receive
Every Bloodline plan includes a complete set of attorney-drafted, state-specific documents — not templates, not PDFs from a form builder. Each document is prepared by Succession Counsel attorneys and customized to your client's state and personal circumstances.
Revocable Living Trust
Avoids probate, maintains full control during lifetime, transfers assets privately at death
Pour-Over Will
Captures any assets not titled to the trust at time of death
Durable Financial Power of Attorney
Designates a trusted person to manage finances if incapacitated
Healthcare Power of Attorney
Designates a trusted person to make medical decisions if unable to do so
Advance Healthcare Directive / Living Will
Documents end-of-life care preferences
HIPAA Authorization
Grants designated individuals access to medical records
All documents are state-specific, attorney-reviewed, and delivered through the secure Bloodline client portal.
Revenue share
| Tier | Plans/mo | Rev Share % | Per Trust Complete Plan | Monthly Earnings |
|---|---|---|---|---|
| Standard Partner | 1 to 5 | 20% | $379 | Up to $1,895 |
| Active Partner | 6 to 15 | 25% | $474 | Up to $7,110 |
| Elite Partner | 16+ | 30% | $569 | $9,104+ |
All figures based on Trust Complete plan at $1,897. Trust Essential and Premium plans also eligible.
The numbers make the argument
2.2X
AUM growth for clients who complete an estate plan vs. those who don't, within 18 months
40%
Clients who say they'd switch advisors to get estate planning
38%
Investors who keep the same advisor after a spouse dies (without estate planning integration)
$1,000
Additional annual planning fee advisors charge when offering estate planning (Kitces Research)
$84T
Wealth transferring between generations over the next 20 years
Three steps. That's it.
Apply
Fill out the form below. We'll set up your dashboard and issue your unique referral code within 24 hours.
Offer Value-Added Service to Clients
We give you the email template, the client one-pager, and the talking points. You just send it.
We Fulfill. You Get Paid.
Every time a referred client completes a plan, the commission hits your dashboard automatically.
Frequently Asked Questions
Built for advisor compliance from day one.
We understand that advisors must never cross into the Unauthorized Practice of Law. Bloodline is built with this in mind: all legal drafting is handled exclusively by Succession Counsel attorneys. Advisors introduce the platform to clients and track progress; they never provide legal advice. Our built-in role separation keeps you fully compliant.
Apply to the Partner Program
Confidential. No obligation. We'll follow up within one business day.