Estate Planning Appointments, Booked Directly Onto Your Calendar — Backed By A Written Guarantee
And a designation that lets you get paid on every trust you fund — including for the clients already in your book.
You didn't get into this business to be a prospector.
But somewhere along the way, that became the job. One great month, then two dry ones. Leads that died in a spreadsheet. Ten thousand dollars on a dinner seminar for people who came for the steak. Referrals asked for so often your best clients started dodging the question.
Meanwhile the largest wave of demand in this industry is sitting in plain sight. Most American families have no estate plan. Most of the ones who bought a trust never funded it — they paid thousands of dollars for a stack of paper that controls nothing.
Endless demand. And until now, no clean way for an advisor to get paid serving it.
Here's what almost no advisor knows.
That single distinction is why we created the Certified Trust Funding Specialist™ designation — and why funding, the most neglected step in estate planning, is the one step you're allowed to be paid for.
What you're actually getting
The calendar
We run the ads. Our AI agent works every lead and every no-show. Virtual estate planning appointments land on your calendar — people who watched a video, completed a checklist, and said "I need this and I haven't done it."
The certification
The CTFS™ course, the trainings, the intake process, trust funding, and exactly what to say — and what not to say — as a non-attorney. Included in your enrollment. Most advisors finish inside a week.
The Academy
Live ongoing training on attracting and closing clients like clockwork: the systems, the scripts, the follow-up, the craft. The machine books the meetings. The Academy makes you great in them.
Two ways to run it
It depends on one question: do you already have an estate planning law firm you work with, or do you need one?
- Keep them. Nothing about how you work together changes.
- We book the appointments; you run your own process, your own economics, independent of us.
- You're plugging our appointment machine into the front of the practice you already have.
- Get certified as a Trust Funding Specialist™ — included, about a week.
- We connect you to a nationwide firm: complete estate plan in about a week, flat price. The firm engages the client and collects every dollar.
- You run the intake and the funding meeting — and you're paid $600 flat on every trust you fund.
How a case actually runs
Six phases. You're in two of them — and the lines between them are what keep this clean.
The appointment
A prospect who asked for help books a virtual meeting on your calendar.
The intake — you
Forty minutes to an hour. The attorney's questions; you guide the client through answering them. You explain process, facts, and general education — never legal advice.
Engagement & payment — the firm
The firm sends its own fee agreement, obtains the signature, and collects the entire legal fee. You never touch client money.
The attorney & the documents
An attorney licensed in the client's state conducts the interview and drafts the plan: revocable living trust, will, powers of attorney, advance directives. About a week.
The funding meeting — you
You walk the client through funding the trust off the attorney's written checklist: retitling, beneficiaries, the work that makes the plan real. You're paid $600 flat once funding is attested.
Financial planning — separate, later, optional
Only after the trust is funded, and only with clear disclosure that you're now acting as their financial advisor, can a planning conversation happen. The client is always free to decline, and free to use anyone.
What it costs
Ten, twenty, or thirty appointments. The bigger the package, the less each appointment costs — down to about $180 per appointment. Renewals carry none of the build cost, which brings reorders as low as $130 per appointment.
On our call we'll run your own numbers — what you close out of ten, what a client is worth to you in year one. For most advisors this pays for itself on the first client or two.
The appointments in your package, delivered.
In writing, with terms you read before you pay a dollar. We don't promise you income and we don't promise you closings — hang up on anyone who does. We promise the meetings, and we put it on paper.
Not a promise. Not a pitch. Paper, with your name on it.
Terrance McMahon
Thirty-five years in financial services. Started knocking on doors. Built a firm past $1 billion in assets under management. Ran work-from-anywhere companies before the phrase existed.
- Author of The One to Many Advisor and Atomic Offers for Financial Advisors
- TEDx speaker
- Over 100,000 professionals trained
Who this is for — and who it isn't
This is for you if…
- You're licensed, producing, and tired of the roller coaster
- You can run a professional meeting on camera
- You want appointments handled so you can do the work you're good at
- You have clients who need estate plans and never got them
This isn't for you if…
- You want a button that produces clients with no meetings
- You need in-person, local appointments (that's our seminar program — ask us)
- You want someone to guarantee you income
- You aren't willing to complete certification before your first client
Questions advisors ask
Who offers the certification — is it accredited?
It's new, because we invented this category. It's issued by the National Institute of Trust Implementation. Trusts get drafted and never funded, and nobody had built a credential for the person who fixes that. It isn't soft: verified clean disciplinary record, a real curriculum, an exam, and a signed scope agreement — documented, which is exactly what your compliance officer will ask for.
What am I paid for, and how?
$600 flat per funded trust, covering the intake and the funding meeting, paid by AMO — our advisory firm. Never by the law firm. Never contingent on whether a client buys anything. The role is administrative by design: no financial advice during intake or funding. After the trust is funded, you can engage as their financial advisor with clear disclosure and a separate signed form.
What if a client doesn't show?
These are people who watched a video, said they need a trust, and booked the time. Across more than 10,000 of these appointments, show rates have typically run 60–70%. A no-show isn't a dead lead either — our AI reworks every one, and many rebook. We also teach a "Loom before the Zoom": a short personal video before the meeting so they see your face first.
Will my broker-dealer allow this?
The advisors who ask are the ones we want. Your fees are flat payments for defined non-legal work, paid by AMO, never contingent and never from the law firm. We require written outside-business-activity approval and hand you the exact description to submit. If your firm restricts outside cash compensation entirely, we can credit your funding fees as additional appointments instead.
Isn't this like the trust mills that got shut down?
It's the exact inverse. In those cases non-lawyers sold trusts and an attorney rubber-stamped afterward. Here the attorney conducts the interview and makes every legal judgment before documents exist, the firm engages the client and collects every dollar, and you're paid flat fees for non-legal work — never for a sale. We'll walk you through the full journey map on the call.
Can I run my own existing clients through this?
Yes, and for most advisors it's the bigger opportunity. You introduce them to the firm free — you're never paid for a referral — and you're the certified specialist who runs their intake and funds their trust, paid on every one. Count the unfunded trusts sitting in your book right now.
Is my territory protected?
This program is virtual, so there's no territory to protect — your appointments are booked for you and they're yours. Territory exclusivity applies to our live, in-person seminar system, which is a separate program. If that's what you want, tell us on the call.
How fast can I start?
Certification login within the hour of enrolling. Most advisors are certified inside a week, and appointments release right after. Nobody meets a client uncertified — that gate protects you, the client, and the firm.
Stop chasing people. Start helping people.
Twenty minutes. We'll look at your numbers, figure out which path fits, and you'll know exactly where you stand — yes or no. No is a fine answer.