Join thousands of partners who are expanding their reach while providing essential protection to American families.
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Choose the program that aligns with your background and goals.
For individuals who want to share Legacy Buddy with their network and earn generous commissions.
For attorneys, financial advisors, and other professionals who want deeper integration with their practice and enhanced client benefits.
Earn 40% commission by referring others to Legacy Buddy. Whether you're a financial blogger, community leader, or simply have a network of family and friends, our program is designed for you.
How it works: Sign up for free, share your unique promo code, and your referrals save 10% while you earn commission on every purchase. Track everything through your partner dashboard and receive monthly payments direct to your bank account.
Requirements: US citizen or legal resident with a valid US bank account
Earn 50% commission while offering your clients valuable estate planning solutions. Designed for attorneys, financial advisors, tax professionals, and other licensed specialists in complementary fields.
Key benefits: Enhanced dashboard with client visibility, ability to assist with document creation, co-branded marketing materials, and priority support.
How it works: After credential verification, share your unique code with clients who save 10% while you earn 50% commission on every purchase.
Requirements: Valid professional license or business credentials in a relevant field and US bank account for monthly payments.
Reach out to us from our contact form and we will get back to you shortly.
Commission Rate
Wire Transfers
Application Process
Dashboard Access
Client Assistance
Marketing Materials
Support Level
Payment Schedule
Minimum Requirements
40%
10% off
Simple online signup
Basic tracking
Not included
Standard resources
Standard support
Monthly
None
50%
10% off
Verification of credentials
Enhanced with client visibility
Full access to help clients
Co-branded materials
Priority support
Monthly
Professional credentials
All-in-one Invoicing tool
Wire Transfers
Outgoing SWIFT transfers
Instant outgoing transfers
Access to financing offers
Bulk transfers
All-in-one Invoicing tool
Quotes
Dashboard
API integrations
All-in-one Invoicing tool
Digitized receipts
7-day-a-week support
Unlimited
Unlimited
.9%
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All-in-one Invoicing tool
Wire Transfers
Outgoing SWIFT transfers
Instant outgoing transfers
Access to financing offers
Bulk transfers
All-in-one Invoicing tool
Quotes
Dashboard
API integrations
All-in-one Invoicing tool
Digitized receipts
7-day-a-week support
Unlimited
Unlimited
.9%
When talking to potential referrals, these are the features that resonate most:
Legacy Buddy lets you update your documents anytime as your life changes—keeping your estate plan current without the hassle of starting from scratch.
Every Legacy Buddy plan includes access to a secure dashboard where you can store, manage, and share your documents with trusted family members or advisors.
With clear package pricing, you know exactly what you're getting with no surprises or hidden fees.
All documents are tailored to your state's specific legal requirements, providing protection you can trust.
These talking points have proven most effective in helping potential clients understand the value Legacy Buddy offers.
