franchising@sfcestatecoaching.com

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SFC Estate Coaching Franchise Opportunity

Connect With an Estate Planning Franchise That Helps Others Secure Their Future While Investing in Yours

Multiple Revenue Streams Through Service to Non-Profits and Families

Home-Based, Low-Overhead Business Model

Our Brand

The Estate Planning Franchise That Helps Families and Organizations Plan and Prepare

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Most families in the U.S. have not taken steps to prepare for the future. Many have no will or trust in place, and even fewer have considered including charitable giving as part of their estate plan. This gap leaves families unprepared, nonprofits under-supported, and loved ones vulnerable to uncertainty when decisions are left unsettled.

SFC Estate Coaching was created to change that reality. Built on education rather than legal or financial advice, we equip families with the knowledge and preparation needed to become attorney-ready. Our process is designed to make estate planning accessible and help families secure their legacy, protect their loved ones, and open the door for meaningful gifts to churches, schools, and nonprofits that matter most.

Turn your passion for client education and support into a purpose-driven franchise…

MEET OUR FOUNDER

SFC Estate Coaching Founder and Visionary Craig Mellendorf

Craig Mellendorf dedicated many years to teaching and coaching before shifting his focus to a new calling of helping families prepare for the future. In 2015, he founded SFC Estate Coaching to address the widespread need for clear, accessible guidance in estate planning. What began as a personal mission has grown into a pioneering estate planning franchise concept built to equip families, support nonprofits, and empower entrepreneurs to build meaningful, home-based businesses rooted in education and legacy.

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MARKET DATA

Be Part of an Estate Planning Franchise Aligned With Client Needs

Owning an SFC Estate Coaching franchise opens the door to a growing market with long-term demand and positions you to meet a critical need with clarity, purpose, and a process refined through experience.

WHY JOIN US?

Key Reasons to Invest in Our Estate Planning Franchise

  • READY-TO-LAUNCH BUSINESS MODEL

    Receive a comprehensive package of educational tools, flowcharts, and client media.

  • UNDERSERVED AND GROWING MARKET

    Deliver essential services to an expanding client base in need of education and guidance.

  • REDUCED LIABILITY RISK

    Offer qualified guidance and education as an estate educator, without the legal risk that comes with an advisory role.

  • GUIDED ATTORNEY CONNECTION

    Provide clients with the opportunity to work with our fully vetted attorneys to enhance trust and continuity of service.

Step into a first-of-its-kind franchise model centered around trust and impact…

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INVESTMENT

How Much Does an SFC Estate Coaching Franchise Cost?

Becoming an estate planning franchise owner with us connects you with a low-overhead business model designed for growth and superior client care.

Estimated Initial Investment

$41,450 to $51,450*

Minimum Liquid Capital

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*See the Franchise Disclosure Document (FDD) for more information.

AVAILABLE MARKETS

We’re Expanding!

The need for estate planning support is growing, and SFC Estate Coaching is positioned to meet it. As more families seek trusted guidance and more nonprofits look for lasting financial impact, we’re expanding our reach through our first-to-market estate planning franchise model. With demand rising across the country, we’re opening new territories to purpose-driven owners ready to guide organizations and families on their journeys with expert care.

We invite future franchise owners who value education, service, and independence to join a model designed for long-term community impact. Together, we can help families and organizations across the U.S. prepare for what matters most.

Check Out Our Available SFC Estate Coaching Franchise Locations

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OUR SUPPORT

Experienced Estate Planning Franchise Support For Sustained Business Growth

Owning an SFC Estate Coaching franchise gives you the full backing of a mission-focused team and a business model built to help you deliver real guidance with confidence.

We equip you with the systems, insight, and resources you need to build a values-driven franchise that gives you the tools to bring clarity and peace of mind to every client you serve.

READY-TO-LAUNCH FRANCHISE SUPPORT

Start strong with access to startup guidance, proven client workflows, scripting resources, and branded educational materials designed to help you open with clarity and confidence.

INTENSIVE IN-PERSON TRAINING

Participate in a multi-day, hands-on training program led by the brand founder and expert partners, including live demonstrations and detailed walkthroughs of every stage of the estate coaching process.

MARKETING & SOCIAL MEDIA

Gain support for building local visibility through brand-aligned marketing assets, social media guidance, and assistance in developing your online presence.

TECHNOLOGY & RESOURCE SUITE

Use approved tools and software, including Crescendo, for booklet creation, client education visuals, and streamlined service delivery tailored to the estate planning space.

CONFIDENTIAL OPERATIONS MANUAL

Access a secure, comprehensive reference covering service structure, brand policies, client communication, compliance boundaries, and franchise operations.

Expanded Franchise Territory

Operate without territorial restrictions to help you grow and build long-term relationships with organizations and families in your community.

VETTED & EXPERIENCED ATTORNEY NETWORK

Connect clients to a trusted national attorney network, including low-cost legal support, to help them complete estate plans without overstepping legal boundaries.

ONGOING, HANDS-ON PERSONAL SUPPORT

Receive continued access to founder-led guidance, operational support, and one-on-one mentorship to help you grow with confidence and uphold brand standards.

Get the support you need, break away from the corporate script, and take ownership of your calling…

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MAKING AN IMPACT

An Estate Planning Franchise Dedicated to Above-and-Beyond Client Care

“This is an amazing service you are offering to the Faith community. Thank you for making this available.”
S. M.
“We felt very comfortable and confident with the process and especially with the suggestions SFC Estate Coaching provided to us.”
B. & S. W.
“The will and estate planning has been smooth and enjoyable, and that is because of SFC Estate Coaching’s approach and care.”
C.L W.
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STEPS TO ESTATE PLANNING FRANCHISE OWNERSHIP

Take the Next Steps and Start Your SFC Estate Coaching Franchise Journey!

step 1Make an Initial Inquiry

Complete the form to get more information on the industry and what sets us apart from other estate planning franchise opportunities.

step 2Hold an Introduction Call

Initial 5- to 10-minute call to answer questions and establish qualifications.

step 3Have an Exploratory Call

A follow-up call of about an hour in length that allows us to learn more about each other and share details on the process.

step 4Fill Out the Candidate Profile

A 10-minute profile creation. After completion, we will send you information on our network model and begin the application process.

step 5Schedule FDD Review

Speak with our leadership team to get more information on territories, financials, etc. model and begin the application process.

step 6Discovery Day

Visit our corporate locations and meet our leadership team.

step 7Franchise Agreements

Upon mutual agreement, we will send you your Agreement for review and signature.

step 8Get Ready to Launch YOUR Business!

Begin training and preparing to launch your SFC Estate Coaching location!

Complete the form below and learn more about the SFC Estate Coaching franchise program!