Partner with us
Partner With Purpose. Serve Families Better.
Join our network of trusted partners and offer your clients a seamless path to Total Legacy Planning — through a Total Planning Partnership purchased by your business.
Why Partner with Simple Legacy Plans?
Funeral homes, hospice providers, senior care facilities, financial advisors, realtors, and other service professionals are uniquely positioned to help families prepare for the future. By purchasing a Total Planning Partnership, your business can offer clients access to affordable, concierge-level legacy planning — strengthening your relationship with them while providing a service that truly matters.
Partnership Benefits
No Cost to Your Clients
Your business purchases the Total Planning Partnership — so your clients receive our Guided Concierge Level Total Legacy Planning service at no cost to them. They aren't left to figure it out alone.
Strengthen Client Relationships
Offering legacy planning resources positions you as a trusted advisor who cares about your clients' long-term wellbeing.
Concierge-Level Service
Your clients receive personalized, white-glove service from our team — a reflection of the high standards you already uphold.
State-Specific Documents
Our proprietary software generates legally compliant documents tailored to each client's state and family situation.
Attorney Network Access
Clients who need a will or trust are connected to our vetted attorney network at a fraction of traditional law firm costs.
Co-Marketing Opportunities
We work with partners to create co-branded materials and campaigns that help you reach more families in your community.
How It Works
Purchase a Partnership
Your business purchases a Total Planning Partnership — covering the cost so your clients receive our services at no charge.
Onboarding & Training
We provide a brief onboarding session so your team understands our services and how to introduce them to clients.
Refer & Review
Begin referring clients with confidence. We walk them through Total Planning and, depending on your subscription level, it is housed in a branded portal for your company.
Extend Your Footprint in the Community
With successful implementation, your name becomes synonymous with excellence in client service, acquisition, and retention.
Become a Partner
Fill out the form below and we'll be in touch shortly to discuss how we can work together.