Don't miss this amazing offer! Professionals , Join our white labeling program today! Catch the early bird special
Special one-time offer, only $222
Value $1,250
Corporate License Program — White Label Estate Planning: Offer professional estate planning services under your own brand with our turnkey licensing package.
What’s Included
5-Module Training Course
Covers estate planning basics, client onboarding, template usage, compliance, and delivery.
Staff & Owner Training: Step-by-step systems for daily operations, team onboarding, and upselling strategies.
25+ Attorney-Drafted Templates
Editable Word/Google Docs
Client Onboarding Kit
Welcome letter, intake forms, instructions, and delivery checklist — ready to use.
White Label Rights
Use your branding. Set your pricing. Full commercial use. No legal backend required.
Perfect For:Tax Professionals
Notaries Financial
Insurance Advisors
Legal Document Preparers
Business Coaches & Consultants
Everything is plug-and-play.
Ready to launch?
Get the templates, training, and tools to build your own legacy brand.
Legacy Lockbox Pro$197
“I initially purchased the standard version for personal use, then quickly upgraded to the professional package. With the white-label version now on the way, I’m thrilled to offer this directly to my clients. I’ve already referred several clients who purchased directly from Biz Pro — and they loved it. The standard version alone was incredibly valuable, but the white-label option will be a goldmine for any financial or tax professional ready to grow their services. Highly Recommend!
Marcus R., CPA
“I always thought I needed a lawyer to do this — this ebook made it simple, empowering, and even emotional.
I cried while writing my legacy letter.”
Janine M., New Jersey