Unlocking New Opportunities: How a Free Living Trust Benefit Can Grow Your Practice

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February 12, 2026
Published by: Christy Downs

In our latest Coffee with Closers session, "Putting It All Together," we explored a game-changing member benefit that is already opening doors for agents across the country. If you’ve been looking for a way to provide deeper value to your clients while naturally uncovering new sales opportunities, this is it.

Foresters Financial now offers a complimentary living trust and estate planning benefit for its members through the Law Assure platform. This isn't just another perk; it's a powerful discovery tool that helps you transition into a supportive peer who helps clients protect their legacies.

The Power of "Free" and Simple

We are already seeing incredible early success from agents who have integrated this into their outreach. One agent secured three appointments from just 20 text messages simply by asking clients if they were interested in a free living trust. Another has already closed four sales by using this benefit as a conversation starter.

The Law Assure platform makes the process easy for your clients. It uses a user-friendly questionnaire—much like TurboTax—to help them create essential legal documents. These documents include:

  • Revocable Living Trusts: Designed to help assets avoid the expensive and time-consuming probate process.
  • Wills and Powers of Attorney: To ensure assets are distributed correctly and financial affairs are handled if the client is incapacitated.
  • Advanced Medical Directives: To communicate healthcare wishes and appoint a designee for medical decisions.

Beyond the Documents: Uncovering New Business

While the free documents provide immediate value—saving clients between $1,500 and $3,500 in legal fees—the real magic for your practice happens during the Asset Inventory phase. Helping a client organize their assets naturally leads to deep conversations about their financial goals.

By walking clients through their "live-on" versus "leave-on" assets, you can easily identify where a life insurance review is needed or where an annuity might better serve their retirement income goals. Even for complex estates that eventually require an attorney, you add immense value by helping them get organized for free, saving them from expensive billable hours.

Take the Next Step in Your Career

Ready to provide this level of value to your clients? Get contracted with Foresters through FFP Insurance Services today. We provide the coaching, technology, and marketing support you need to grow your practice your way. Let us help you make the Journey to the TOP!

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Disclaimer: This blog post is for informational purposes only and does not constitute financial or investment advice.