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.
|
