About SFC Estate Coaching

Own an Estate Planning Business, and Build Something You Can Believe In

OUR BRAND STORY

An Estate Planning Business That Guides, Empowers, and Honors Real-Life Decisions

A Critical Service

Many American families have no estate plan in place, and among those who do, most haven’t considered how charitable giving could become part of their legacy. The process often feels overwhelming, and without clear guidance, important decisions may get delayed or ignored and can leave families and nonprofits without a roadmap for the future.

Timely, Effective Estate Coaching

SFC Estate Coaching was created to address this growing need with a simple, educational approach. We help families prepare to meet with an attorney by walking them through the key decisions required to finalize a legally binding estate plan and help give them peace of mind for their future.

A Broad and Expanding Market

As the first franchise of its kind on the market, we offer franchise owners a dual-focus model that serves both individuals and nonprofit organizations. Through strategic partnerships and one-on-one coaching, you will aid families in protecting what matters most while empowering nonprofits to secure lasting financial gifts.

Franchising With Purpose

Each franchise is built for people who care about making an impact close to home. You have the flexibility to shape your estate planning business to focus on families, organizations, or both, depending on your community’s needs and personal strengths.

Superior Franchise Support

Our support includes ready-to-launch resources, immersive in-person training, marketing guidance, software tools, a confidential operations manual, and a vetted attorney network. And you’ll operate in a protected territory, with ongoing personal guidance from our brand founder to help you build your business with confidence.

The Future of Estate Planning

As demand for accessible estate planning continues to grow, SFC Estate Coaching is expanding into new regions with a mission to educate, empower, and prepare families nationwide. We’re on a mission to become the leading estate planning franchise in the country and offer essential services to those who need someone on their side.

OUR FOUNDER

SFC Estate Coaching Founder & CEO

Craig Mellendorf

Craig Mellendorf spent nearly three decades in the classroom helping students understand complex topics and guiding them through life’s early decisions. When the time came to explore a new direction, he carried that same educator’s mindset into a different mission: supporting families and giving them the tools and knowledge to prepare for the future with confidence. What began as one-on-one coaching soon evolved into SFC Estate Coaching, an estate planning business dedicated to simplifying estate planning, removing intimidation from the process, and supporting both loved ones and the causes people care about most.

Since launching SFC Estate Coaching in 2015, Craig has developed the nation’s first estate planning franchise rooted in education, not pressure. He works closely with each new franchise owner to share tools, training, and insight based on thousands of real client experiences. Craig’s goal is to make estate planning accessible for families across the country while giving values-driven entrepreneurs the chance to lead with empathy and build businesses grounded in service. He remains closely involved in expanding the brand’s reach and actively guides its impact in communities nationwide.

MORE TESTIMONIALS

Committed to Our Clients and Their Future

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