Join our Partner Directory

The Partner Directory is a place for lawyers and financial advisors to connect with other practices in the area that are using eState Planner.


Requirements for the Partner Directory

Become a Partner Today

What is the Partner Directory?

The Partner Directory is a place for lawyers, financial advisors, and individuals to connect to help drive more business to your firm. We also have a match-making feature to connect you with other individuals, financial planners, or lawyers in your area.

How do I become an eState Planner Partner?

To become an eState Planner Partner and listed on the partner directory you must have completed the eState Planner Academy Certification Course. You can register for free here. 

Can only Lawyers apply?

Lawyers and Financial Planners can be listed on the Partner Directory. It is a community of estate planners to build connections to help each other grow businesses and become better at estate planning.

What do I get for being listed?

The directory will give your firm better visibility in the estate planning community, including potentially bringing in more business from your firm as Lawyers, Financial Planners and consumers will be able to search for your firm.