You already work with people who need estate planning. Now earn $300 per trust and $100 per will just for sharing a link. No selling, no extra work, no licensing required.
If your clients have assets, families, or financial futures to protect they need estate planning. Now you can help them and get paid for it.
No selling. No legal advice. No extra licenses. Just connect the right people with the right tools.
Sign up at saveure.com in minutes. Enter your info once and you'll receive your unique referral link instantly.
When a client mentions estate planning, hand them your referral link. The platform explains everything you don't have to say a word more.
Once your client expresses interest in moving forward, simply email contact@saveure.com to let us know.
When your client completes a purchase ($300 for a trust or $100 for a will), your commission is processed automatically.
Traditional estate planning attorneys charge $1,500 to $4,000+ for a trust. SaveURE's self-serve platform delivers the same protection at a fraction of the cost, making it an easy yes for your clients.
Your clients complete everything online at their own pace. No appointments, no waiting rooms, no back-and-forth with a law office. Simple, guided, and done in one sitting.
Just share the link. The platform handles education, objections, and the purchase process. Your only job is the warm introduction, and the commission follows naturally.
No new licensing, no extra training, no legal liability. You stay in your lane as a trusted advisor. We handle the estate planning tools and support.
Recommending SaveURE positions you as a holistic advisor who cares about their clients' full financial wellbeing, not just a service provider. That's a relationship builder.
There's no cap on referrals. If you serve 10, 50, or 200 clients a year, every single one is an opportunity. The more clients you have, the more you can earn passively.
Many of our partners simply mention SaveURE during routine client conversations tax reviews, financial checkups, notarization appointments. No hard pitch needed. Clients who are interested will follow up on their own using your link.
It takes just a few minutes to sign up. Once your account is created, you'll have everything you need to start referring clients and earning commissions immediately.
Create My Free Partner AccountFree to join · No monthly fees · No selling required · Commissions paid per referral