Trust Love sends you pre-qualified families who have completed a full estate planning intake — with their situation documented, their probate exposure calculated, and their questions ready. Your first meeting starts at step five.
The same family. A completely different conversation — because they arrived prepared.
Every intake gives you a complete picture before you ever speak — so you can serve the family better from the first minute.
Marital status, children, property ownership, business interests, existing documents, estate value, urgency level — all collected by Sage before you meet.
The platform identifies areas that may need your evaluation — no trust structure, minor children without guardians, business succession gaps — framed for your professional judgment.
Every intake flags whether the family understands that professional fees are involved and has acknowledged flexible payment options. No more cold fee conversations.
This is a practice capacity calculation, not a software purchase decision.
At $997/month ($11,964/year), recovering 340 hours of unbillable intake time at $200/hour returns $68,000 in recaptured capacity — before counting revenue from the additional families you can now serve with that time.
| What You Recover | Annual Value |
|---|---|
| Hours saved on intake (340 hrs × $200/hr) | $68,000 |
| Additional families served (10/yr avg × $3,000) | $30,000 |
| Referral revenue from partner introductions | $8,400 |
| Platform cost | ($11,964) |
| Net annual benefit | $94,436 |
These figures are illustrative examples based on management assumptions — 340 hours saved annually, $200/hr billing rate, 10 additional families served per year. Individual results will vary based on practice size, billing rate, and family volume. Not a guarantee of results.
The first five practices to join shape the product and lock their rate for the life of their subscription.
Charter Partners get full access to every feature, personal onboarding, and a direct line to our founding team for 90 days — for a single one-time fee.
At the end of 90 days, if you're not satisfied, your 90-day access simply ends — no monthly subscription begins, no further charges. If the platform has delivered, you convert to the monthly plan that fits your practice at your permanently locked Charter rate.
Charter Partners lock their rate for the life of their subscription. All others convert to standard monthly pricing after the introductory period.