ENTERPRISE PARTNERSHIPS
You’ve spent years building client loyalty. Here’s how to keep it in the family.
Enduring Legacy Mentors installs a complete, done-for-you estate planning system directly into your firm—so you retain the entire family, open a new revenue stream, and become the one advisor they can never replace.
The numbers most advisors never see coming
Your most loyal clients are aging. And their families are already choosing who comes next.
70%
of heirs switch financial advisors after the death of the primary decision-maker.
80%
of widowed women leave their financial advisor within a year of losing their husband.
7,000
Baby Boomers die every day—taking decades of advisor relationships into transition with them.
Seven out of every ten families you’ve spent years serving will be gone the moment the primary client dies.
Not because you did anything wrong. Because no one ever gave you a way to reach the next generation—before someone else did.
Estate planning changes that. And we make it simple.
One service. Two problems solved.
A new revenue stream—and the relationship that keeps every family yours.
Estate planning is not a separate legal errand. It is the conversation that brings the spouse, children, and heirs into your relationship before the primary client is gone.
When you help a family build its legacy plan, you are no longer only managing a portfolio. You are protecting everything they spent a lifetime building—and creating a relationship a cold pitch cannot compete with.
We don’t give you a tool. We install the whole system.
A complete estate planning operation, trained into your team and delivered to your clients—fully done for you.
The referral model leaks relationships.
You refer the client out and lose visibility. You do not know whether the trust was funded, the trustee was trained, or the plan was ever completed.
Your name stays on the relationship.
Your team starts the conversation. Our system takes over—delivering the customized plan, training, and follow-through on the backend.
What we do differently
Attorney-drafted. Customized. Never a template.
Every plan is built around the family’s assets, wishes, and structure—not a fill-in-the-blank form.
Delivered in 7 business days. Guaranteed.
If we miss the deadline for reasons on our side, your client receives a daily credit, capped at $500.
We train the trustee.
The most critical person in the plan knows exactly what to do when the time comes.
We teach every client to fund the trust.
Clear, step-by-step education closes the gap between signing documents and having a plan that actually works.
You don’t just deepen the relationship. You get paid to do it.
You and your team members earn a combined 15–45% commission on every estate plan sold—split however your firm decides. If regulations restrict commissions, the same value becomes a direct client discount.
To date, we are the only company in this space providing revenue share to our enterprise partners.
Ron Palmiter, Co-Founder & CSO
This is not a login. This is a full system install.
Every enterprise partnership includes the training, materials, rollout plan, and ongoing support your team needs to succeed.
Agent training
Introduce estate planning conversations with confidence.
Word-for-word sales scripts
No guessing, fumbling, or reinventing the wheel.
Client presentation deck
Professionally built and ready for your team to use.
Objection handling guides
Keep every advisor prepared for the hard questions.
A 30-day rollout plan
A clear path from signed partner to first closed plan.
Ongoing monthly workshops
Live support for your team every step of the way.
Built by people who know what client retention actually costs
Seth and Ron built Enduring Legacy Mentors around one conviction: the firms that win the next decade will show up for the entire family—not only the primary client.
Seth Kniep
Co-Founder & CEO
Seth scaled his last company to eight figures and consulted for brands including Amazon, BMW, and Forever 21. That firsthand experience shaped ELM’s approach to retention and growth.
Ron Palmiter
Co-Founder & CSO
Ron has spent nearly 30 years helping clients build and protect wealth. He understands the relationships, trust, and daily realities your advisors manage.
What clients experience when you offer ELM
Your reputation is only as strong as what your clients feel after we serve them.
“Ron and Seth did a tremendous job helping my family with our financial planning—from education through setting up our trust.”
Hari Patel · Business owner, husband, father
“They took me by the hand, answered every question, and made me feel safe and completely taken care of.”
Michele Schalin · World traveler & entrepreneur
Your questions. Direct answers.
The legal work stays on our backend. Your team owns the relationship.
We’re not attorneys. How can we offer estate planning?
You do not need to be. Your team introduces the need and opportunity; our system handles the legal work, drafting, customization, and compliance on the backend.
Will this be complicated to add to our practice?
What if our firm has restrictions on commissions?
How do we know the documents are legally sound?
What if a client’s family situation is complex?
Right now, we’re only taking 12 founding partners.
Because of the depth of training, rollout support, and monthly workshops, we are building these partnerships carefully and intentionally. When the 12 spots fill, they close.
Every day, 7,000 more Baby Boomers die. The window to build those family relationships does not stay open forever.
Let’s find out if we’re the right fit for your practice.
Book a 30-minute conversation. We’ll show you exactly how the system works, answer every question, and tell you honestly whether your firm is a good fit.