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
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.
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
Step into a home-based franchise model centered around trust and impact…
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
$38,950 to $49,000*
Minimum Liquid Capital
*See Franchise Disclosure Document (FDD) Item 7 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 distinctive estate education 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
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
INTENSIVE TRAINING
MARKETING & SOCIAL MEDIA
TECHNOLOGY & RESOURCE SUITE
CONFIDENTIAL OPERATIONS MANUAL
EXPANDED FRANCHISE TERRITORY
ATTORNEY NETWORK
ONGOING, HANDS-ON PERSONAL SUPPORT
Get the support you need, break away from the corporate script, and take ownership of your calling…
MAKING AN IMPACT
An Estate Planning Franchise Dedicated to Above-and-Beyond Client Care
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
Meet with our leadership team to discuss the franchise opportunity and ask questions regarding the information contained in the FDD, including the franchise structure, fees, investment requirements, and Item 19 financial performance representation..
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!