The Family Protection Plan is a guided intake your clients complete on their own time — $69, paid by them, not you. They answer questions about their life, skip what doesn't apply, and bring you a personalized emergency binder with an attorney-ready section organized for your review.
Trust Love is a technology and education platform — not a law firm. We don't draft documents, give legal advice, or interfere with your independent professional judgment. Your clients pay $69 directly. Trust Love does not split fees with attorneys or refer for compensation tied to legal fees.
You send your clients one link. They complete a guided intake. What comes back helps your practice in two distinct ways.
You drafted their trust three years ago. Have they moved? Changed beneficiaries? Had another child? Bought property in a different state? Started a business? You don't know — and neither do they — until something forces the question.
Send them the Family Protection Plan. They answer guided questions about their current life. When their answers don't match what's in the trust you drafted, they'll see it. You'll see it. And the conversation about updating starts itself.
Right now, the first meeting is ninety minutes of data collection you can't bill for. Where are the accounts. Who are the beneficiaries. Is there a guardian named. What state is the rental property in. The client is tired before the legal conversation even starts.
When a new client completes the Family Protection Plan first, they arrive with everything organized. The "For Your Attorney" section is built specifically for your review — Areas for Attorney Review already flagged, family structure documented, assets listed.
When your client completes the Family Protection Plan, the final section is built for you. Here's what's in it.
Summarizes facts provided by the client that may require professional consultation. No trust in place, minor children without named guardians, business interests without succession planning, property in multiple states — surfaced as client-reported data for your professional judgment, not ours.
Marital status, children (minor and adult), blended family dynamics, aging parents, guardianship wishes — documented by the client, in their own words, before you ask.
Accounts, property, insurance policies, debts, business interests — only what applies to their life. No blank rows. No irrelevant sections to skip through.
Captured clearly and explicitly labeled as non-binding — not a state-compliant Advance Directive. Ready for you to convert into the proper executed documents under your state's laws.
You share one link. Your client does the work. You receive the results.
Send your client to the Family Protection Plan. They pay $69 directly — not billed to you, not added to your retainer. Include it in your welcome packet, your year-end letter, or your website.
They answer questions about their life at their own pace. Irrelevant sections are skipped automatically. Most families finish in one or two sessions. The result is a personalized emergency binder — not a generic template full of blank fields.
The "For Your Attorney" section gives you Areas for Attorney Review, family structure, asset summary, and healthcare preferences — organized to drop into your matter file. Your first billable hour is legal work, not data entry.
We built this knowing what you can and cannot accept under your rules of professional conduct.
Trust Love is a technology and education platform — not a law firm. We sell a $69 consumer product directly to families. We do not draft legal documents, give legal advice, or interfere with the independent professional judgment of any attorney. All information provided through the Family Protection Plan is for educational and organizational purposes only and does not constitute legal advice.
Trust Love does not split fees with attorneys. Your client pays $69 for the Family Protection Plan. You pay nothing. There is no revenue share, no referral fee, and no compensation tied to your retainer, billing, or any legal services you render.
Trust Love does not refer for compensation tied to legal fees. You share the link with your own clients. We do not route clients to you or charge you for leads. Trust Love does not recommend or endorse specific attorneys. The relationship is between you and your client.
The Family Protection Plan does not contain executable legal instruments. It does not generate wills, trusts, powers of attorney, or advance directives. Healthcare information is captured as "Non-Binding Healthcare Preferences" — explicitly not an Advance Directive. Every page carries an educational/informational disclaimer.
You retain full independence. You decide your own fees. You draft your own documents. We have no visibility into your retainer, your engagement letter, or your billing. The Family Protection Plan is an organizational tool your client brings to you — like a folder of documents, except it's already organized.
Share the link below with your next new client or your next year-end retention letter. The landing page explains the product, handles the purchase, and gets them started. They pay $69. They complete the intake. They arrive at your office prepared. That's it.