The #1 Automation & Text Messaging Platform For Small Businesses

The first ever platform built to manage a Business's Follow up, two-way texting, pipeline, scheduling, and so much more.

Built for Agencies, By an Agency.

Your End-To-End Funnel Marketing Solution

Build forms and funnel pages to capture leads, user automated sms, email, phone calls, voicemails, and Facebook Messages to nurture leads through custom pipelines, converse with leads & clients via text, phone, and Facebook Messenger (all in one stream!), and more!

THE HERITAGE AFFILIATE PROGRAM

HELP FAMILIES PROTECT THEIR LEGACY

Join the Probate Ends With Us™ Movement and Earn Commissions Referring Families to Heritage Estate Plans.

Why I Started Heritage Estate Plans

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Introducing The Heritage Affiliate Program

A simple system that allows you to:

  • Refer families who need estate planning

  • Help people avoid probate

  • Earn commissions on every completed membership

  • Become part of a growing nationwide movement

THE PROBLEM

A MARKET THAT’S RAPIDLY EXPANDING

Estate Planning Is No Longer Optional… It’s Essential

Across the United States, more individuals and families are realizing something important:

Planning ahead is no longer a luxury—it’s a necessity.

Why Demand Is Growing So Fast

Several powerful trends are driving massive growth in estate planning:

  • An aging population preparing for wealth transfer

  • Increased awareness of probate costs and delays

  • Families wanting to protect assets and avoid court involvement

  • Business owners planning for succession and legacy

👉 The result? More people than ever are actively seeking estate planning solutions.

A Massive and Expanding Opportunity

Estate planning has evolved into one of the most in-demand service categories in the country.

Demand Drivers

  • Millions of Americans still do not have a will or trust (60%)

  • Yet awareness is rising rapidly year over year

  • Families are taking action to protect what they’ve built

  • Over the next 25 years, an estimated $105 trillion in assets will transfer

👉 This creates a significant and growing market that is far from saturated.

“You don’t need to create demand—you just need to position yourself where it’s already exploding.”

The Reality

This isn’t a trend—it’s a shift.

👉 Estate planning is becoming a standard part of financial responsibility,

just like insurance or retirement planning.

What This Means

You’re not trying to “convince” people…

  • The need already exists

  • The demand is increasing

  • The conversations are already happening

The Bottom Line

The estate planning industry isn’t slowing down—it’s accelerating!

And those who position themselves now are stepping into a market with:

  • Real need

  • Real urgency

  • Real long-term growth

Now that you see the demand…

Would you like to see the income potential?

If Yes, CLICK HERE 👉

This opportunity is available for the next:

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Build Forms & Landing Pages To Capture Leads

Use our drag-and-drop form and funnel builders to create landing pages that convert traffic to leads that get stored in HighLevel.

Convert Leads With Robust Automations

Build custom nurture campaigns that send text messages, emails, voicemails, and even Facebook messages to convert leads automatically.

Converse With Leads & Customers In One Place

Keep track of conversations whether they happen via text message, email, phone calls, or Facebook messages. Two-way text included!

Build & Manage Your Online Reputation

Send review requests via SMS and email with the push of a button. Monitor and reply to new reviews right within the dashboard.

Complete Advanced Analytics Dashboard

The ability to track the ROI and Leads in a pipeline has become even easier through our advanced Dashboard. Track stats such as appointment rates, campaign effectiveness, and even response rates!

"As a business owner, it is always important to know the numbers and statistics in your company. To know your best clients, programs, what is working or not working. Many of us spend years and thousands of dollars on software that we think will help, and spend too much money, time and effort to implement. And if we can’t understand it all, we have to invest/pay another person to understand and implement it all.


As a subscriber to multiple software platforms to keep our businesses at the forefront of the industry, I can truly share this software developed by High Level, makes my job as the CEO a simpler one. Meaning I can see new clients coming in the door from multiple resources, our company follow up, conversions, current client’s information, sales, and special offers in one place."

Christina Nelson