LVED Advisors - Become an Advisor with LVED.com

Legacy Planning Made Simple—For You and Your Clients

Join the LVED Advisor Program and offer your clients a powerful platform for estate planning, legal documents, and digital security—while you earn revenue and grow your business.

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Why LVED Advisor?

Get Exclusive Advisor Platform Access – Manage client data, generate reports, and track engagement with a dedicated advisor dashboard and reports designed for professionals like you.

Offer Clients a Complete Solution

Give your clients access to Estate Plans, Legal Documents, a Digital Vault, Personal Messages, and Automated Execution—all in one platform.

Stand Out as a Trusted Advisor

Align with us to ensure your supporters have a meaningful way to remember and contribute to your cause. LVED makes charitable giving a prominent part of the estate planning process, helping you foster a lasting legacy.

Unlock New Revenue Streams

Earn commissions, charge professional fees, and generate recurring income while offering essential estate planning services.

Why Advisors Love It

Empower & Earn

Stand out in your industry by offering a comprehensive legacy planning solution with unlimited legal documents, personal messaging, and seamless execution—powered by LVED.com.

Elevate Your Services

Expand your financial advisory services with LVED.com! Our program lets you offer legacy planning solutions while giving you the tools to manage client data, generate reports, and build trust.

More Value, More Revenue

Boost your advisory practice with a platform designed for financial professionals, CPAs, estate planners, and wealth managers. LVED Advisor gives you powerful tools and new earning potential.

How to Join

Apply

Fill out our simple application form to get started.

Plan

Get a customized, on-demand plan from our specialists.

Earn

Manage your costumers data, charge professional fees, and generate annual revenue.

Become a LVED Advisor Partner

Start Earning

FAQs

General Questions

The LVED Advisor Program is a partnership opportunity for financial professionals to offer their clients a comprehensive digital estate planning solution while earning revenue.

Financial advisors, estate planners, CPAs, wealth managers, tax advisors, insurance agents, legal professionals, and business consultants.

Advisors gain access to new revenue streams, including commissions and professional fees, while offering a cutting-edge estate planning platform to their clients.

Clients can manage their Estate Plan, Legal Documents, Digital Vault, Personal Messages, and Automated Execution all in one secure platform.

Yes, LVED is SOC2 compliant and meets the highest levels of security and compliance standards used by Fortune 100 banks.

You can apply online, book a call with our specialists, and receive a custom onboarding plan.

You will receive access to the Advisor Platform, training resources, marketing materials, and support to start offering LVED to your clients.

No, LVED is designed for ease of use, with video tutorials, self-guided onboarding, and live support to assist you.

Yes, the platform and materials can be custom-branded for a seamless experience under your business.

Advisors can get up and running within days, depending on their preferred level of engagement and training.

Features & Benefits

Clients can create and manage estate plans, generate legal documents, store data securely in a digital vault, leave personal messages, and automate execution of their wishes.

LVED offers AI-powered estate analysis, automated legal document creation, seamless client engagement tools, and enterprise-grade security, making it the most comprehensive solution in the market.

Yes, clients have unlimited updates to their legal documents and estate plans.

Wills, trusts, power of attorney, healthcare directives, and other essential estate planning documents.

Yes, advisors and clients can access multi-tier attorney support options.

Earning & Revenue Opportunities

Advisors can earn commissions from subscriber plans, charge professional fees for estate planning services, and generate annual recurring revenue.

LVED offers flexible tiered licensing models to accommodate different business sizes and needs.

Yes, advisors have the flexibility to charge their own professional fees in addition to LVED’s revenue-sharing model.

No, you can onboard an unlimited number of clients.

LVED provides client-facing reports, scenario planning tools, and a personalized estate planning experience, which has been shown to increase client retention by up to 100%.

Technology & Security

Yes, LVED uses AES-256 encryption, SOC2 compliance, MFA authentication, and continuous threat monitoring to ensure top-tier security.

Yes, LVED is available via web and mobile platforms for easy access anytime, anywhere.

Yes, LVED can integrate with existing estate planning and financial management software.

LVED automates the execution of their estate plan based on predefined rules and legal structures.

Yes, advisors can monitor client activity, generate reports, and receive insights through the Live Pro Platform.

Support & Resources

Advisors get access to dedicated customer support, video tutorials, live webinars, and an exclusive LVED Academy.

Yes, LVED provides branded marketing materials, educational webinars, and case studies to help you attract clients.

Yes, advisors receive ongoing training sessions, quarterly webinars, and on-demand learning resources.

You can access real-time support through the Live Pro Platform, submit requests via our help desk, or reach out to our dedicated advisor support team.

LVED is the leading digital estate planning solution, offering proven revenue growth, innovative technology, and a seamless way to help clients secure their legacy—all while growing your business!

LVED (pronounced loved) is an easy to use expert guided platform that provides everything families need to plan, organize, legally document end of life wishes, and memorialize loved ones.