Meet Premier Estate Planning: YOUR Referral Source for Legal Document Prep in All 50 States

Premier Estate Planning is a nationwide firm based in Arizona. They can prepare and facilitate documents in all 50 states.

They are not attorneys, they are a legal document preparation firm with 30 years of experience.

Because of this, their fees for a Living Trust and other documents are often "budget-friendly" costing around $2,000 for a single person or $2,500 for a married couple (No need to quote fees because this can vary depending on the situation).

Referring to Premier is a great option if you do not have the right fit for a referral in your network, OR if you have a budget-sensitive prospect that does not want to work with an attorney.

Please read my article on how your 3-Tier Estate Planning Referral System should work here

Stephanie and Mike Maloney, the firms owners, often refer to themselves as "LegalZoom on steroids."

Here's how the Premier Estate Planning referral program works (Updated April 2025):

• This is an UNPAID referral program. You will NOT be compensated for referrals to Premier.

• Instead, you may offer your prospects a FREE, no obligation consultation with Premier and a "coupon" for $500 off their Living Trust package, should they choose to move forward.

• As the referral partner, you will receive the first chance to perform the trust delivery for your referral at the agreed upon rate of $250 (Paid for by Premier). If you're not available, you can refer another notary to Premier, or they will find one on the CNTDA directory (Gotary.com).

How to Refer Prospects to Premier Estate Planning

Make a professional introduction to their team via email at [email protected]

And, COPY YOUR PROSPECT ON THE EMAIL.

Say this (Or your own variation of it):

Subject: Intro to Premier and [Prospect name] or VIP Referral to estate planning firm

"Hello Premier Team!

I have copied my client, [Prospect First & Last Name], on this email because they are ready to explore their estate planning options and I thought the two of you may be a good fit.

They're interested in connecting for their free consultation, and I mentioned your generous offer of providing $500 off their trust package because of the relationship you and I have, should they decide to move forward with you.

[Prospect First Name], the Premier team, Stephanie & Mike, are very knowledgeable, patient, and committed more to estate planning education, so there's no pressure here. I know they can help!

Please feel free to connect and let me know how I can further support. I'll follow up soon!"

The Premier team will then add your prospect to their system and tag you as the referral partner and trust delivery agent. That way, you get first dibs on the signing ceremony/trust delivery if it advances.

The Premier team will also work with you if you want to be more involved, like have the documents shipped to you so you can deliver, etc.

Build your own relationship with them!

Resources to Help With Tier 2 Referrals to Premier Estate Planning:

Premier's Website (For YOUR reference-don't just send your client's here-follow the instructions above for better customer service).

Stephanie Maloney's Phone Number (Text friendly, for introductions): 480-748-3974