You've told them to get it done. Nobody ever does.
Every professional who advises people runs into the same wall. You tell a client they need a will, a power of attorney, a plan for what happens if they're not here. They agree completely. Then a year goes by and nothing has been signed.
It's almost never disagreement. It's that the next step costs thousands of dollars and takes six weeks, so it gets postponed into never. I give you a next step your client will actually take, without you scheduling a thing.
Three ways this runs.
There's no agreement to sign, no product to learn, and nothing to get licensed for. Which path fits depends on who your clients are — and the third one is where partnerships really pay off.
They enroll online. No calls.
You get a link and a short video you can forward, drop in a newsletter, or hand out. Your client watches it, decides, and signs up themselves in a few minutes.
Nobody schedules anything. Not you, not them, not me. This is how most of your clients will come through.
One call covers their whole staff.
This is the valuable one. If your client owns a business with two or more employees, the same coverage becomes a payroll-deducted benefit for their whole team at no cost to the company.
That's worth a proper conversation, and our benefits specialist handles it in person. If you serve business owners, start here.
We come to you. In person.
Instead of individual introductions, our benefits specialist comes to your office and runs a short session for your clients or your team — a lunch-and-learn, a client appreciation evening, a slot in a staff meeting.
One room reaches thirty people in the time a phone call reaches one, and people sign up in the room. This is the best thing a partnership can do. Too far to drive? We run the same session remotely.
What your client actually gets
A law firm licensed in their own state — for wills, powers of attorney, healthcare directives, document review, family matters, debt collectors, traffic, landlord disputes. Remote notarization is included in the plan, so signing gets handled too.
And you get the thing you actually wanted: the recommendation you made a year ago finally gets done, with your name on it.
What I'd ask of you
- One email To your client list, with my link
- A heads-up When a business-owner client comes up
- Ideally A room and a date — we come to you
- If you're distant We run it remotely instead
That's the entire ask. Your name stays on the relationship — I'm a resource you brought them, not a vendor competing for their attention.
Referring to me shouldn't create work or risk for you.
Most of the professionals I work with are regulated, supervised, or fiduciary. A referral partner who blurs lines is a liability nobody needs. So here it is plainly.
What I do
- Introduce your client to legal and identity theft plans as an Independent Associate of LegalShield
- Handle every question, form, and follow-up so nothing lands back on your desk
- Provide a link, a video, and copy you can forward without writing anything
- Come to your office and present to your clients or team
- Bring a benefits specialist who presents on site and handles group quoting and enrollment
- Keep you informed where your client has authorized it
- Sign whatever outside-vendor or referral documentation your firm requires
- Tell you honestly when a client isn't a good fit
What I never do
- Give legal, tax, investment, or insurance advice
- Draft, complete, select, or explain legal documents
- Sell investments, tax services, or insurance — I'm not licensed to and never will be
- Solicit your clients for anything beyond what you introduced me for
- Represent myself as an attorney or a law firm
- Contact your client after a "no thanks"
I am not an attorney and do not provide legal advice. The attorneys are provider law firms licensed in your client's own state, engaged through their plan membership — not through me.
The estate section of the plan is the one that never closes.
You built a comprehensive plan. It assumes a will exists, a POA is in place, and beneficiary designations line up. You recommended all of it. At the annual review, nothing has moved.
You know why. The attorney quoted $2,800 and a six-week timeline, and the client decided to think about it. Meanwhile your plan rests on documents that don't exist, and if something happens to that client, their family finds out the hard way.
What changes: your client gets a licensed attorney in their state who prepares their will and directives as part of a membership — plus document review for anything else they sign. You get to close the estate section instead of carrying it forward another year.
And if any of your clients own businesses: the same coverage becomes a payroll-deducted benefit for their whole staff, at no cost to the company. Those are the referrals worth flagging to me directly.
Compliance note: I don't provide investment advice and I don't contact your clients about anything outside what you introduced. If you're a fiduciary, the referral should be documented — I'll sign whatever your firm needs.
Best moments to mention it
- Annual review When the estate item rolls over again
- New client onboarding Before habits set in
- A new baby or grandchild Guardianship becomes urgent
- Divorce or remarriage Everything needs redoing
- A death in the family The window where people act
- Retirement The natural moment to formalize
You're the only person who's ever asked him what happens to the company if he dies.
Succession conversations that end in a signed document.
You advise small business owners on structure and tax liability, which means you're often the only professional who has ever raised what happens if they're suddenly not there. You bring it up. They agree it's a problem. Then filing season ends and it's forgotten until next year.
The failure isn't the conversation — it's that there's no affordable next step. A referral to an estate attorney is a $3,000 commitment. A membership their whole family can use, that includes document preparation and review, is a decision they'll actually make.
Natural trigger points: year-end planning, entity formation or restructuring, a partner buy-in or buy-out, and any client with real assets and no plan. I can also speak at your firm's client seminar.
The policy pays out. Then what?
Buying life insurance is the single most reliable moment someone decides to get their affairs in order. They've just spent an hour thinking honestly about their own death. That window closes in about two weeks.
It's also exactly when the mistakes get locked in: a beneficiary designation that contradicts a will, a minor named directly with no guardianship in place, an ex-spouse still listed from 2011. The payout goes to the wrong person or into a court-supervised guardianship — and your agency gets the call.
The value-add: at policy delivery, you mention that your clients can get a will, powers of attorney, and healthcare directives handled through a membership. It differentiates the agency, deepens retention, and protects the outcome the policy was bought for.
To be clear: this is a referral relationship, not an appointment. There's nothing for your agency to get licensed or contracted for, and I don't sell insurance.
Where designations go wrong
- Minor named directly Court guardianship risk
- Stale beneficiary Payout to an ex-spouse
- No contingent named Falls into the estate
- Trust named, no trust Designation fails
- No will at all State decides everything else
Your producers own that conversation. I make sure the documents behind it actually exist.
The business runs on what's in one person's head.
Vendor logins. The bank relationship. Which customer is actually profitable. The password to the domain registrar. You've met the owner who can't take two weeks off — and that's the same reason the business is hard to sell and the estate would be a disaster.
Operational documentation and personal legal documentation are the same project from two directions. Your engagement forces the owner to write down how the business works. This makes sure someone is legally empowered to act on it.
Where it fits your deliverable: powers of attorney, wills, healthcare directives, and document review — handled as part of your engagement rather than a loose end you hand back to the client at the end.
Also a fit for
- Exit planners Pre-sale readiness
- Business brokers Owners preparing to list
- Fractional CFOs Continuity planning
- Bookkeepers Small business owner relationships
- Business coaches Owners in transition
Member financial wellness is the whole differentiation story.
A member benefit the national banks aren't offering.
Financial wellness is how you compete against institutions with bigger marketing budgets. Legal protection is one of the few benefits members genuinely value, rarely have, and can't easily get anywhere else at this price.
It also creates a retention hook that's hard to replicate — a member using a benefit through you is a member who doesn't shop rates as casually.
This can run as a member benefit, a branch-based referral, or an employee benefit for your own staff. Worth a conversation about which structure fits how you're organized.
Group benefits
If you advise employers, or you're an employer yourself, the same coverage works as a voluntary payroll-deducted benefit for groups as small as two people — at no cost to the company. See the employer page, or the trucking page if your clients run fleets.
Start with one email.
Tell me a bit about your practice and I'll send you the link, the video, and a short blurb you can drop straight into a newsletter or an email to your clients. Use it or don't — there's nothing to sign either way.
Better still, get us in front of your clients or your team in person — a lunch-and-learn, a client event, a staff meeting. That's where this works best, and our benefits specialist comes to you. And if you have business-owner clients, mention that: those are the ones worth a real conversation.
Every inquiry gets a reply within one business day.