SFC Estate Coaching:
Franchise Training & Support

Be the Reason a Family or Organization Can Plan for the Next Generation

Get the estate and will planning franchise support you and your clients deserve.

FRANCHISE STARTUP FRAMEWORK

You’ll receive a fully structured foundation to help you prepare for launch, including branded materials, estate-planning education tools, and guided workflows. From client introductions to presentation strategy, we give you a clear pathway for building confidence and consistency from the start.
LIVE TRAINING EXPERIENCE

Franchisees receive an initial training program covering the SFC Estate Coaching model, client processes, business development, technology, compliance, and operations. Training is conducted virtually by or under the supervision of the founder.
MARKETING & COMMUNITY OUTREACH TOOLS

We help you build credibility in your local market with customizable messaging, startup marketing collateral, and practical strategies for connecting with nonprofits and families. You’ll also get support for launching your digital presence with brand-aligned tools that reflect your mission and professionalism.
TECHNOLOGY & CLIENT COMMUNICATION TOOLS

Franchise owners gain access to carefully selected apps and platforms, including Crescendo, to help create personalized, educational content for families. Our suite of tools allows you to illustrate estate planning concepts visually and guide clients through decisions with clarity and ease.

CONFIDENTIAL SYSTEM GUIDE

Your private operations manual covers everything from case structure to communication language and helps you stay aligned with both legal boundaries and brand standards. Leverage a practical resource designed to support daily operations while reinforcing SFC Estate Coaching’s values and client experience.
EXPANDED LOCAL TERRITORY

Franchisees are not granted an exclusive or protected territory. Subject to the Franchise Agreement and applicable law, franchisees may market their services and solicit clients throughout the United States. Other franchisees and company owned operations may also serve clients in the same geographic areas.
LEGAL COUNSEL

The SFC Estate Coaching process contemplates that clients will work with qualified legal counsel to review their information and prepare appropriate legal documents. The availability, scope, pricing, and terms of legal services are determined by the applicable attorney and may vary.
FOUNDER-LED SUPPORT & MENTORSHIP

Your relationship with our team doesn’t end after training. We remain available to help you troubleshoot, grow, and adapt as your business evolves. You’ll have direct access to one-on-one guidance from our founder as well as ongoing insight shaped by years of field experience.