PlanLegit Coordinator Program

Add estate planning to your practice — without becoming an attorney.

PlanLegit gives you a complete, attorney approved document platform so you can deliver Revocable Living Trusts, wills, powers of attorney and healthcare directives to your clients. You stay the trusted advisor and coordinate the plan from start to finish. No license is required to become a coordinator, and there are no software fees, no monthly platform fees, and no start-up cost.

No license requiredYou don't need an insurance or securities license to become a PlanLegit coordinator.
$0 software feesNo monthly subscription, no per-seat cost, no minimums.
Attorney approved document formsValid in all 50 states, delivered through a third-party document platform provider.
Your own agent dashboardAdd clients, track every transaction, manage your book in one place.
Client portal includedClients get 24/7 access, a document vault, and unlimited updates.
Training and onboardingStep-by-step videos plus live support so you can start immediately.

See exactly how it works

Two short walkthroughs — the agent side and the client side. Click either video to expand it full screen.

Agent Dashboard Onboarding (Part 1)

Get to know your dashboard: adding clients, managing your client list, and reviewing transactions.

Client Portal Onboarding (Part 2)

Walk through the client portal experience so you can guide clients through their estate plan.

Ready to get set up? Start with the coordinator application.

The application takes about three minutes. It tells us who you are, what you do, and how you plan to use estate planning with your clients — that's how we make sure you're a fit and get your dashboard built correctly the first time.

Applying costs nothing and commits you to nothing. No license is required, and there are no software fees, no monthly platform fees, and no franchise or start-up cost to join.

Step 1Submit your application — about 3 minutes.
Step 2We review it and reach out to confirm your setup.
Step 3Your agent dashboard is created and credentials sent.
Step 4Complete onboarding and start your first client plan.

PlanLegit

Apply to Join PlanLegit

Tell us a little about yourself and your business. Applications are reviewed by PlanLegit before Coordinator access is approved.

All fields marked with an asterisk (*) are required.

Coordinator Application

First Name *

Last Name *

Date of birth *

Phone *

Email *

Company Name

Address

Street Address *

City *

State *

Postal Code *

Profession / Industry *

State(s) You Serve *

Currently Serve Clients? *

Approximate Number of Clients

Why Are You Interested in PlanLegit? *

How Did You Hear About PlanLegit?:

PlanLegit Coordinator Profile

Public Coordinator Name *

Company / Organization Name

Client-Facing Email *

Client-Facing Phone *

Coordinator Photo

Desired URL Name *

Short Professional Bio

Coordinator Calendar Booking Link

State(s) Served

License / Professional Designations

Company Website

Public Profile Approval | Confirm information may be displayed on their PlanLegit Coordinator page *

Yes

No

I agree to receive communications from PlanLegit regarding my application, onboarding, training, account, and PlanLegit services by email and text message. Message frequency varies. Message & data rates may apply. Reply STOP to opt out of text messages or HELP for help. By submitting this application, I also agree to the PlanLegit Terms & Conditions and acknowledge the Privacy Policy.

Submitting an application does not guarantee acceptance. Coordinator appointments are subject to PlanLegit approval and completion of applicable onboarding requirements.

PlanLegit

Don’t just make a plan. PlanLegit.

PlanLegit is not a law firm and does not provide legal advice. PlanLegit Coordinators provide education, coordination, administrative support, and platform assistance and must operate within the scope of their applicable licenses, credentials, and professional responsibilities.

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