Legal Pro  Legal Document Preparation

Provide your customers with critical legal documents services powered by Legal Pro
for professionals.

  • Incorporation / LLC
  • Wills and Estates
  • Copyright & Trademark
  • Family Law
  • Real Estate Law

About Legal Pro for Trusted Advisors

The Legal Pro Trusted Advisor Program is a premium service designed to provide Financial Planners, CPAs, Estate Planners, Investment Advisors, and other Professional Advisors a platform from which to quickly and efficiently produce the legal documents essential to Estate, Retirement, and Financial Plans.



Benefits Include: (but are not limited to)
Professional Preparation and Handling
  • Legal Pro uses licensed, bonded, and certified legal document preparers.
  • Legal Pro is Hacker Safe, accredited with the Arizona BBB, and is authorized to process credit cards online through Authorize.net.
Efficiency and Savings
  • Questionnaires are generally completed for most services within just 15 minutes of your customers time.
  • We finalize legal documents within just 48-hours.
  • On average Legal Pro produces legal documents for 70% less than fees charged by attorneys.
Dedicated Legal Pro Support
  • Trusted Advisors are matched with dedicated account teams to ensure proper communication and assistance.
  • Trusted Advisors have access to Legal Pro marketing support for comanaged marketing initiatives.
Revenue Sharing for Advisors
  • Because Legal Pro is not an attorney and does not operate as a law firm we can share fees with our Trusted Advisor partners. We are currently sharing 20% of our fees with our Advisors.



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