The first and only turnkey estate planning seminar system in the industry. Combine AcquireUp's proven seminar marketing engine with Wealth.com's estate planning platform, and turn every attendee into a revenue opportunity. Exclusive to AcquireUp.
The Estate Planning Stack gives financial advisors everything needed to run high-converting estate planning events. Gain access to the campaigns, the presentation, the materials, and the platform to turn every attendee into a revenue opportunity.
Estate planning campaigns powered by 162k+ events of compounding local data.
Three months included. Enables state-specific, EP document creation for clients.
Seminar workbook, scripts, room setup guide, and a post-event drip sequence.
This partnership is exclusive in both directions. Wealth.com is available through no other seminar marketing provider. AcquireUp promotes no other estate planning document platform. No competitor can offer this — literally.
The Great Wealth Transfer is putting trillions in motion, and estate planning has become a high-value growth strategy for advisors.
The advisors who move now will own the conversation in their markets. Until now, there hasn’t been a complete system to execute it. The Estate Planning Stack changes that.
Visits scheduled vs. seminars without EP documents
More visits kept. Attendees are more engaged
More advisory client conversions per campaign
Over 55 say dying without a plan is irresponsible
The biggest objection to estate planning used to be "I can't give legal advice." With EP Stack, you don't have to. The system draws a clean line.
Guide clients through protecting and transferring wealth
Present with confidence using the included Estate Planning presentation
Facilitate the Wealth.com process as a guide, not an attorney
Follow up using appointment-setting scripts built for real client conversion
Collect estate planning document fees as a new revenue stream from every participating household
Produces state-specific, legally valid estate planning documents
Wills, trusts, power of attorney, healthcare directives, beneficiary designations
Guides clients through the full document creation process
Built by the industry's top estate attorneys and technologists
Offers a recurring touchpoint, enabling clients to revisit and update plans as life changes
The Estate Planning Stack works with AcquireUp's full campaign lineup. Minimum: one campaign per month for three months.
No upfront risk. Pay only for households who attend your educational event. Digital marketing on the industry's only per-attending-household model, now with EP document revenue layered in.
Your venue, your audience, your brand, with EP Stack layered in. Your Marketing Consultant builds a digital, direct mail, or omni-channel campaign around your strategy and local market.
Go live in as little as 48 hours. The most accessible entry point into estate planning seminar campaigns. Work with your Marketing Consultant to prove the model in your local market.
Every objection to estate planning seminars has a clear answer.
You don't need to be. Estate planning is wealth planning, and that's exactly your lane. EP Stack gives you an estate planning presentation, an attendee workbook, and post-event scripts. You guide the conversation. Wealth.com handles the legal document creation and guidance.
Exactly right. Financial advisors can't, and EP Stack is built around that line. Wealth.com's platform handles all legal guidance and produces state-specific, legally valid documents. Your role is facilitator. The platform handles the complexity, and clients get professionally created estate planning documents.
Most estate plans are outdated, incomplete, or haven't been reviewed in years. 35% of adults report family conflicts from not having a current plan. Life changes like marriages, divorces, grandchildren, and new states make estate planning an ongoing service, not a one-time event.
EP Stack takes your campaign ROI from 5:1 to 9:1, adding $21,000 in first-year revenue per campaign. Wealth.com access is included at no cost for three months. EP documents alone average $10,500 per campaign in upfront revenue before the first advisory conversation.
Adding estate planning documents creates a new revenue stream from every attendee, not just the ones who become clients. Here's what that looks like across 30 attending households.
+11% Visits Scheduled and +27% Visits Kept
1.75x campaign ROI before Advisory Client Revenue
Converts 2 clients compared to 1.5 clients
Get in touch today and let us send your seminar marketing to the moon.
The EP Stack is the first complete, turnkey estate planning seminar system in the industry. Talk to a Marketing Consultant today about adding estate planning to your campaign strategy.
Send us a message:
info@acquireup.com
Give us a ring:
1-800-771-9898
Need more details? We’re here to help. Learn about our services, technology, and how we support financial professionals.
The Estate Planning Stack is a turnkey system combining AcquireUp's proven seminar marketing platform with Wealth.com's estate planning document creation software. It includes proven campaign creative, a estate planning presentation, attendee workbook, appointment-setting scripts, event support materials, a post-event follow-up sequence, and three months of Wealth.com access. Available exclusively through AcquireUp across all three campaign types.
No expertise required. The system gives you an estate planning presentation with exactly what to say, a workbook for attendees, and post-event scripts. You're not teaching estate law, you're guiding a conversation about protecting and passing on wealth. Wealth.com handles the legal document creation and guidance.
Estate planning documents monetize attendees who would otherwise leave worth zero. Without EP Stack, the attendees who don't become advisory clients generate no revenue. With it, those same households can become estate planning document clients at an average of $1,500 per document, generating a typical $10,500 in upfront EP document revenue per campaign before the first advisory conversation happens.
One campaign per month for three months, across any AcquireUp campaign type. Three months of Wealth.com access is included at no additional cost.
AcquireUp and Wealth.com have an exclusive partnership. Wealth.com is available through no other seminar provider, and AcquireUp promotes no other estate planning document platform. No competitor can replicate this combination.
