AcquireUp and Wealth.com have launched The Estate Planning Stack — the first turnkey estate planning seminar system, exclusive in both directions. This post breaks down what the partnership is, what it gives advisors, and why estate planning is suddenly the highest-ROI seminar move in the industry.
AcquireUp and Wealth.com have launched The Estate Planning Stack — the first turnkey estate planning seminar system, exclusive in both directions. Here’s what launched today and what it means for advisor organic growth.
Today, AcquireUp and Wealth.com are announcing an exclusive partnership and launching The Estate Planning Stack — the first turnkey estate planning seminar system in the industry.
The EP Stack pairs AcquireUp’s seminar marketing platform with Wealth.com’s estate planning platform in a single, integrated growth system. Advisors get the full seminar campaign, a turnkey estate planning presentation, attendee workbooks, appointment-setting scripts, event materials, a structured post-event follow-up sequence, and three months of Wealth.com platform access included. One system, . built to work together from day one.
The partnership is exclusive in both directions: Wealth.com is not available through any other seminar provider, and AcquireUp does not promote any other estate planning document platform. No competitor can replicate this combination.
“Only AcquireUp. Only Wealth.com. Only together.”
The wealth management industry is in the middle of two seismic shifts happening at the same time.
The Great Wealth Transfer is putting trillions of dollars in motion as assets pass between generations. Advisors who aren’t positioned inside those conversations are watching assets walk out the door. At the same time, estate planning has gone from a niche service to a front-door growth strategy. Advisors using it are seeing higher seminar engagement, stronger conversion rates, and a brand-new revenue stream that didn’t exist in their practice before.
The challenge, until today, has been operational. Running a high-converting estate planning seminar required stitching together vendors: a seminar marketing provider, a presentation, compliance review, follow-up sequences, and somewhere to actually create the documents. Most advisors either skipped the opportunity or built a partial version of it themselves.
That gap is what The Estate Planning Stack closes. AcquireUp brings the seminar growth engine. Wealth.com brings the document platform. The partnership wires them together into one product.
Two industry leaders. One exclusive partnership.
AcquireUp is the seminar marketing platform behind 162,000+ financial advisor events over 40 years. Every campaign feeds the targeting model, which means each new campaign benefits from compounding local intelligence the rest of the market doesn’t have access to. AcquireUp is responsible for the campaign engine inside The EP Stack and getting the right high-net-worth households into the room.
Wealth.com is the modern estate planning platform built by the industry’s top estate attorneys and technologists. It generates state-specific, legally valid documents — wills, trusts, power of attorney, healthcare directives, beneficiary designations — through a guided experience that handles the legal complexity end-to-end. Wealth.com is responsible for the document creation layer inside EP Stack.
Together they deliver something neither could on their own: a complete estate planning seminar product that puts qualified households in the room, equips advisors to present without becoming legal experts, and converts attendees into both document revenue and long-term advisory relationships.
The Estate Planning Stack is a complete, ready-to-execute system. Every piece is built to work together, and every piece is included in the campaign.
• The seminar campaign. AcquireUp runs the marketing campaign that fills the room — direct mail, digital, or both, depending on campaign type. EP Stack works with all three AcquireUp campaign formats: Performance-Based, Custom-Crafted, and Express Digital. Targeting compounds with every campaign in a market.
• A ready-to-deliver estate planning presentation. Advisors walk into the seminar with a complete presentation built specifically for this seminar product. No building from scratch. The presentation is structured around the two reasons attendees actually show up: reducing family friction and reducing family taxes. Advisors are encouraged to run the presentation past their own compliance team before delivering it, in line with firm-level requirements.
• Attendee workbooks, appointment scripts, and event materials. Name tags, signage, room setup guidance, and the appointment-setting scripts that turn the post-event conversation into a structured, repeatable process.
• A post-event drip sequence. A structured email follow-up that keeps every attending household connected over the weeks and months after the event, not just the ones who book an appointment that night.
• Three months of Wealth.com platform access. This is the layer that lets advisors guide clients through estate planning document creation right from the follow-up conversation.
• Onboarding and training. AcquireUp handles seminar coaching. Wealth.com handles platform onboarding for advisors new to the document creation system.
The economic shift The EP Stack creates is structural, not incremental. Here’s why.
A standard seminar campaign monetizes a narrow slice of attendees — the small number of households who become advisory clients. Everyone else walks out worth zero. Adding estate planning documents through Wealth.com changes that. Every attending household becomes a potential revenue opportunity, not just the ones ready for an advisory relationship today.
Across 30 attending households, the typical funnel looks like this.
• Without estate planning documents: roughly 1.5 households become advisory clients. First-year revenue averages $31,500. Return on marketing is 5:1.
• Adding estate planning documents through Wealth.com: roughly 7 households become estate planning document clients (around $10,500 in upfront document revenue on average), and roughly 2 households become advisory clients. First-year revenue averages $52,500, earning a 9:1 ROI.
Same room. Same attendees. $21,000 more in average first-year revenue per campaign because everyone in the room had a reason to engage, not just the households ready to become advisory clients today.
“$21,000 more revenue per campaign. That’s not a projection. That’s the math.”
Three engagement metrics also shift in the same direction: estate planning seminars see 11% more visits scheduled, 27% more visits kept, and 33% more advisory client conversion compared to seminars without integrated document creation.
*The figures above are representative outcomes from AcquireUp’s funnel data, not guarantees. Pricing for estate planning documents is set by the advisor; $1,500 per household is an average.
The biggest historical objection to estate planning seminars used to be a real one: financial advisors can’t give legal advice. EP Stack is built around that line, not in spite of it.
The advisor’s role is wealth planning and facilitation. Estate planning is wealth planning — it’s a conversation about protecting what clients have built and passing it to the next generation, which is the same conversation advisors are already having. The presentation gives advisors a clear, structured framework for what to cover in the room. The appointment scripts handle the next conversation. Document creation itself happens inside Wealth.com’s platform, which handles the legal guidance and produces state-specific, legally valid documents. The system is designed to keep the advisor inside wealth planning and out of legal advice territory.
“Wealth.com does the legal advising. You do the wealth advising. That’s the split.”
It’s the structural separation that makes the system work at scale and the reason an exclusive partnership matters: the two halves of the product were designed together.
From AcquireUp co-founder and practicing financial advisor Dean Thurman, who has presented estate planning seminars for years:
“I tell everybody, you’re all coming from different situations. But you’re all here today for one of two reasons: either you want to reduce family friction or you want to reduce family taxes.”
That framing is the backbone of the EP Stack presentation. The seminar splits into two parts. The first half covers documents — wills, trusts, durable power of attorney, healthcare directives — as the way to reduce friction inside a family when assets and end-of-life decisions need to be navigated. The second half covers strategies for reducing taxes to the next generation: IRA-to-Roth conversions, stepped-up cost basis, life insurance, qualified plans.
Both halves legitimately belong to the financial advisor. The documents conversation is where Wealth.com’s platform enters: advisors facilitate document creation as a concierge, the platform handles the legal work, and the advisor earns revenue for the introduction. The strategies conversation is where the advisory relationship begins.
The partnership between AcquireUp and Wealth.com is exclusive in both directions, by design.
Other seminar providers can offer estate planning topics, but none of them can offer the document creation revenue layer that Wealth.com provides, because Wealth.com is not available through any other seminar partner. Other estate planning platforms exist, but none of them are integrated with a proven seminar marketing engine of AcquireUp’s scale, because AcquireUp does not promote any other estate planning document platform.
The exclusivity isn’t a marketing claim. It’s the structure of the partnership. Replicating EP Stack would require a competitor to either build Wealth.com (which took the industry’s top estate attorneys and technologists to create) or build AcquireUp (which has 40 years and 162,000+ events of compounding local intelligence behind its targeting). Neither is happening.
“Your competitors can’t get this. Literally.”
Three practical takeaways for advisors evaluating EP Stack against the rest of their growth strategy.
• Treat it as a campaign cadence, not a one-off event. EP Stack runs on a minimum commitment of one campaign per month for three months. Three campaigns give the advisor a real pipeline rhythm, multiple at-bats with their local market, and time for the post-event drip sequence to work attendees over multiple touchpoints. One event is a test. A three-month campaign cadence is a strategy.
• Build document revenue in from day one. Advisors who treat document creation as an add-on after the seminar miss most of the engagement lift. The 11% / 27% / 33% increases in visits scheduled, visits kept, and advisory conversion happen because attendees know there’s a tangible document outcome on the other side of showing up. Integrate it from the first mailer.
• Consistency compounds locally. Every campaign builds local market authority. Advisors who establish themselves as the trusted estate planning resource in their area are hard to dislodge once that reputation is set, which is part of why the exclusivity of EP Stack matters. T — there is no competing version of this system landing in the same market.
Estate planning is the highest-ROI seminar strategy in the industry right now, and the Estate Planning Stack is the only complete way to execute it. The system launched today. The math is documented. The exclusivity is structural.
Two ways to take the next step:
• Schedule a strategy call with an AcquireUp Marketing Consultant to see how EP Stack fits a specific market and growth plan.
• Download the Estate Planning Stack one-pager for the funnel math, what’s included, and the partnership structure in a printable format.
The system is ready.
Need more details? We’re here to help. Learn about our services, technology, and how we support financial professionals.
The Estate Planning Stack is the first turnkey estate planning seminar system in the industry. It pairs AcquireUp's seminar marketing platform with Wealth.com's estate planning platform in a single, integrated growth system. Advisors get the full seminar campaign, a ready-to-deliver estate planning presentation, attendee workbooks, appointment-setting scripts, event materials, a structured post-event drip sequence, and three months of Wealth.com platform access — all built to work together from day one. EP Stack is available exclusively through AcquireUp. No competitor can replicate this combination.
Everything an advisor needs to run a high-converting estate planning seminar. The campaign marketing runs on AcquireUp's platform, powered by 162,000+ events of compounding local intelligence. Advisors walk into the seminar with a complete estate planning presentation, attendee workbooks, appointment-setting scripts, and event materials including name tags, signage, and a room setup guide. After the event, a structured drip sequence keeps every attending household engaged over multiple touchpoints. Three months of Wealth.com platform access is included so advisors can guide clients through state-specific, legally valid estate planning documents right from the follow-up conversation. Onboarding and training are provided by both partners — AcquireUp handles seminar coaching, Wealth.com handles platform onboarding.
No, and EP Stack is built around that line, not in spite of it. Financial advisors can't give legal advice, and the system keeps the advisor inside wealth planning and out of legal advice territory. The advisor's role is wealth planning and facilitation, protecting what clients have built and passing it to the next generation, which is the same conversation advisors are already having. Document creation itself happens inside Wealth.com's platform, which handles the legal guidance and produces state-specific, legally valid documents. Wealth.com does the legal advising. The advisor does the wealth advising. That's the split.
Yes. Estate planning is wealth planning, and that's the lane advisors are already in. The EP Stack presentation gives advisors a clear, structured framework for what to cover in the room, built around the two reasons attendees actually show up: reducing family friction and reducing family taxes. The first half of the seminar covers documents — wills, trusts, durable power of attorney, healthcare directives — as the way to reduce friction inside a family. The second half covers strategies for reducing taxes to the next generation: IRA-to-Roth conversions, stepped-up cost basis, life insurance, qualified plans. Advisors aren't teaching estate law. They're guiding a conversation about protecting and passing on wealth. The appointment scripts handle the next conversation, and Wealth.com handles document creation.
Adding estate planning documents through Wealth.com takes a standard seminar campaign from 5:1 to 9:1 return on marketing. Across 30 attending households, a campaign without estate planning documents averages about 1.5 advisory clients and $31,500 in first-year revenue. Adding estate planning documents through Wealth.com shifts the funnel: about 7 households become estate planning document clients (around $10,500 in upfront document revenue on average) and roughly 2 households become advisory clients, for an average of $52,500 in first-year revenue. Same room. Same attendees. $21,000 more per campaign — because everyone in the room had a reason to engage, not just the households ready to become advisory clients today. Engagement metrics shift in the same direction: 11% more visits scheduled, 27% more visits kept, and 33% more advisory client conversion compared to seminars without integrated document creation. The figures above are representative outcomes from AcquireUp's funnel data, not guarantees. Pricing for estate planning documents is set by the advisor; $1,500 per household is an average.
