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1 entry 9 related topics Updated May 14, 2026

How do you start a estate planning coaching business in 2027?

estate-planningcoachingfinancial-servicessmall-businessgreat-wealth-transferMay 14

TL;DR: To start an estate planning coaching business in 2027, do NOT position yourself as a discount alternative to a $3,500 estate planning attorney — you will lose, and in 38+ states you will be committing the unauthorized practice of law…

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Related topics in the library
2027 (1)Estate Planning (1)Coaching (1)Financial Services (1)Small Business (1)Great Wealth Transfer (1)Legacy Planning (1)Non Legal Services (1)Referral Marketing (1)