Add estate planning to your insurance practice.
Help clients put a will or living trust in place with Family Estate Docs software, built on documents written by estate planning attorneys. Learn the process one-on-one from Wynn Collins, with 30 years in the business.
You do not have to be a licensed agent to sell this software.
- Attorney-written documents
- Self-paced lessons and live coaching
- Based in Knoxville, Tennessee
Most of your clients don't have a plan yet.
Three numbers explain the opening. Each one is sourced, so you can share it with clients.
of U.S. adults have a will, down from 33% in 2022.
Source: Caring.com and YouGov, survey of 2,500+ adults, January 2025of U.S. adults have a living trust.
Source: Caring.com and YouGov, January 2025Americans turn 65 every year through 2027, about 11,200 a day.
Source: Retirement Income Institute, January 2024Size the opening in your own book
This applies the national averages above to your number; 250 is only an example. Older clients plan more often than average, so your real count is likely lower. The review conversation is how you find out.
Estate planning gives every client a reason to talk.
Every family has a plan
A will, a trust, or the state's default rules. Asking which one they have opens a real conversation with clients you already serve.
Reviews keep you close
A change in assets, health or family means the plan needs a look. You become the person clients call when life changes.
Your services fit together
Medicare, retirement income and life insurance reviews sit naturally beside a plan, offered only when they serve the client.
From application to your first client.
Apply
Two minutes. Tell us about your work and the clients you serve.
Talk with Wynn
A call about your goals, your state and the right way for you to get started.
Learn the process
Self-paced lessons, plus practice runs of the first client conversation.
First clients, reviewed
Wynn reviews your first cases with you, from first meeting to signed plan.
Keep growing
Ongoing support, plan reviews and new lessons as the rules change.
You'll know the training length, the costs and how you get set up before you commit to anything.
DraftTraining length, pricing and the licensing path are being confirmed with Wynn. This line stays until they are.
Nine lessons, built around real client work.
- 01
Why estate planning fits your practice
The opportunity, and the limits of your role.
- 02
Will, trust or the state's plan
Explain the three routes without giving legal advice.
- 03
The first client conversation
The family-tree interview, step by step.
- 04
Family Estate Docs with a client
Guide the interview the client completes, within the rules.
- 05
Signing the documents
Witness and notary steps for your client's state.
- 06
Funding the trust
Deeds, accounts and beneficiaries, so the plan actually works.
- 07
Reviews and life changes
Keep plans current, with Medicare and retirement check-ins.
- 08
Compliance
Legal-practice limits, best-interest rules, Medicare marketing and privacy.
- 09
Your first three clients
Plan and run them with Wynn's review.
Practice with an AI client In development
Rehearse the first conversation with an AI that plays a realistic client, such as a widowed retiree with property in two states. You get scored feedback before you sit across from a real family.
Built to keep you and your clients on the right side of the line.
Clients answer their own interview
Family Estate Docs records the client's own answers. You help only with data entry the client authorizes.
No legal advice
Estate planning attorneys wrote the documents. You guide the process, not the legal choices.
Best interest, always
If you also sell insurance, product recommendations stay separate from the plan and must serve the client, under your state's annuity rules.
Medicare marketing rules
The course covers the disclaimers and limits that apply to Medicare agents.
Client privacy
Client records are never sold, rented or leased, and only the people working the case see them.
Compliance comes first
The compliance lesson is required before you work with clients.
Is this a fit for you?
Five questions, thirty seconds. Your answers can go straight into your application.
Do you already work with clients in insurance, finance or tax?
Do you work with clients age 50 or older?
Are you comfortable meeting families in person or by video?
Do you want long-term clients you review with every year?
Will you follow a set process and take coaching?
Answer the questions to see your fit.
There are no wrong answers. Wynn talks with agents at every stage.
Apply with my answers
Learn from Wynn Collins.
Wynn founded Legacy Estate and Insurance in Knoxville, Tennessee, and is Marketing Director at Family Estate Docs. In 30 years in the business, she has helped families with trusts, retirement income and Medicare, and she works with clients in all 50 states.
She coaches every agent through their first cases herself, so you learn the process the way it's done with real families.
DraftAdd Wynn's licenses and a short quote in her own words.
What agents ask before they apply.
Do I need to be an attorney to help clients with a living trust?
You won't act as a lawyer. Estate planning attorneys wrote the Family Estate Docs questions and templates, clients answer the interview themselves, and agents don't give legal advice or choose documents for clients. Rules on legal services vary by state, so we review yours on the call, and you should confirm with your own counsel.
Do I need to be a licensed agent?
No. You do not have to be a licensed agent to sell Family Estate Docs software. A license matters only if you also offer insurance products, such as annuities or Medicare plans, which require the right license in your state.
How much does the training cost?
Wynn walks you through the training and software costs on your call, before you commit to anything.
How long does training take?
The lessons are self-paced, with live coaching from Wynn. You start with clients after the lessons, including the required compliance lesson, and Wynn reviews your first cases with you.
What is a revocable living trust?
A revocable living trust holds a person's property while they're alive, names who manages it if they can't, and passes it to their family without probate. The person can change it at any time. Only 13% of U.S. adults have one, according to a January 2025 Caring.com and YouGov survey.
What happens to clients who die without a will?
State law decides who inherits, based on how closely relatives are related, and the estate usually goes through probate court. A will or trust lets the client decide instead.
Can I help clients in any state?
Wynn works with families in all 50 states. Signing and funding rules differ by state, and the course shows you how to follow the rules where your client lives.
Do I have to sell annuities or other products?
No. Estate planning stands on its own. If you do recommend a product, it must be in the client's best interest under your state's rules, and it stays separate from the plan.
What is Family Estate Docs?
Family Estate Docs (FamilyEstateDocs.com) offers do-it-yourself estate planning document software, licensed from Estate Documents Pro, LLC. Attorneys wrote the legal documents, and the site states that its software is not a substitute for an attorney's advice. Wynn Collins is its Marketing Director.
Apply to train with Wynn.
- Send the two-minute application.
- Wynn or her team contacts you to set up a call.
- You decide on the call, with the costs and next steps in front of you.
Agent application
It takes about two minutes.