Refer Friends and Earn Rewards

Our new referral program rewards you for helping your peers streamline their estate planning and will drafting process.

How do I refer people?

Fill out this short form to submit a referral. Referrals must be made by existing eState Planner customers.

What happens after I submit a referral?

Upon submission, your referral will receive an email from eState Planner to let them know they've been referred by you. They will be sent an invitation to join a demo with one of our product specialists to discover how eState Planner can help their practice.

How do I qualify?

To qualify for this offer, referrals must sign up within 60 days, complete their 30-day trial, and successfully pay their first month's subscription.

What are the rewards I can earn?

Referrals will receive a $100 gift card if they're on a Growing or Professional plan, or a $50 gift card if they signed up for a Flexible plan.

You will receive a $200 gift card if your referral selects a Growing or Professional plan, or a $150 card if they are on a Flexible plan.

There is no limit to the number of referrals you can submit. Once you have submitted your first referral, simply refresh the page to submit another one.