Calculator 1
Estate Plan Referral Income
Calculate your compensation based on how many estate plans you facilitate per month — at your membership level.
Estate Plan Referral Calculator
Compensation based on tiered plan pricing
Per Plan
$400
compensation rate
Monthly Income
$800
at 2 plans/mo
Annual Income
$9,600
projected earnings
Inheritance Specialist: Earn $400 per completed and paid estate plan. Upgrade to Legacy Advisor to earn $600 per plan plus affiliate income.
Calculator 2
Affiliate Marketing Income
Legacy Advisors earn 15% affiliate enrollment income and $100 per affiliate client estate plan completion. Calculate your passive income potential.
Affiliate Marketing Calculator
Legacy Advisor only — passive income stream
Legacy Advisor Exclusive: Enroll other realtors and earn 15% of their enrollment fee ($1,997 × 15% = $299.55 per enrollee) plus $100 for every estate plan their clients complete.
Per Enrollment
$299
15% of $1,997
Enrollment Income
$3,594
from enrollments
Plan Completion Income
$1,200
$100 × affiliate plans
Total Affiliate Income
$4,794
projected over selected period
Combined Income Potential: Add your referral income and affiliate income together for your total Legacy Advisor earnings. The more realtors you enroll, the greater your passive income stream grows.
Ready to Start Earning?
Choose your membership level and start building your estate planning income alongside your real estate practice.