THE HERITAGE AFFILIATE
2-TIER
PROGRAM
HELP FAMILIES PROTECT THEIR LEGACY
Join the Probate Ends With Us™ Movement and Earn Commissions Referring Families to Heritage Estate Plans.
Rick Wheeler, JD, MBA
Founder and Lead Attorney
Heritage Estate Plans, Inc.
Why Rick Started Heritage Estate Plans
Rick Wheeler never planned on becoming an estate planning attorney. Before law school, he worked as a business consultant and believed attorneys were only needed when something went wrong. But while studying law, he discovered how easily an unexpected death or medical emergency could leave families facing confusion, court involvement, and unnecessary stress.
After becoming an attorney, Rick chose to focus on helping people prevent legal problems rather than simply solving them. That mission became personal when friends began asking for help after losing their parents. As they struggled through probate, Rick witnessed grieving families burdened with court proceedings, delays, uncertainty, and conflict at the very time they needed peace of mind.
Rick Wheeler never planned on becoming an estate planning attorney. Before law school, he worked as a business consultant and believed attorneys were only needed when something went wrong. But while studying law, he discovered how easily an unexpected death or medical emergency could leave families facing confusion, court involvement, and unnecessary stress.
After becoming an attorney, Rick chose to focus on helping people prevent legal problems rather than simply solving them. That mission became personal when friends began asking for help after losing their parents. As they struggled through probate, Rick witnessed grieving families burdened with court proceedings, delays, uncertainty, and conflict at the very time they needed peace of mind.
Introducing The Heritage Affiliate Program
A simple system that allows you to:
Refer families who need estate planning
Help people avoid probate
Earn commissions on every completed membership
Become part of a growing nationwide movement
YES! SIGN ME UP.
THE PROBLEM
A MARKET THAT’S RAPIDLY EXPANDING
Estate Planning Is No Longer Optional… It’s Essential
Across the United States, more individuals and families are realizing something important:
Planning ahead is no longer a luxury—it’s a necessity.
Why Demand Is Growing So Fast
Several powerful trends are driving massive growth in estate planning:
An aging population preparing for wealth transfer
Increased awareness of probate costs and delays
Families wanting to protect assets and avoid court involvement
Business owners planning for succession and legacy
👉 The result? More people than ever are actively seeking estate planning solutions.
A Massive and Expanding Opportunity
Estate planning has evolved into one of the most in-demand service categories in the country.
Demand Drivers
Millions of Americans still do not have a will or trust (60%)
Yet awareness is rising rapidly year over year
Families are taking action to protect what they’ve built
Over the next 25 years, an estimated $105 trillion in assets will transfer
👉 This creates a significant and growing market that is far from saturated.
“You don’t need to create demand—you just need to position yourself where it’s already exploding.”
The Reality
This isn’t a trend—it’s a shift.
👉 Estate planning is becoming a standard part of financial responsibility,
just like insurance or retirement planning.
What This Means
You’re not trying to “convince” people…
The need already exists
The demand is increasing
The conversations are already happening
The Bottom Line
The estate planning industry isn’t slowing down—it’s accelerating!
And those who position themselves now are stepping into a market with:
Real need
Real urgency
Real long-term growth
Product
A Product Designed to Deliver Real Value Where It Matters Most
(Provided in all 50 States)
The Heritage Lifetime Membership
Value That Makes a Difference
Customized, Attorney-Drafted Estate Plan
One Real Estate Deed Included
Free Notary Services
Free Plan Amendments
Free Ongoing Estate Legal Advice
Free Legal Advice For Your Loved Ones
Customized Binder
TOTAL
VALUE =
VALUE =
VALUE =
VALUE =
VALUE =
VALUE =
VALUE =
VALUE =
$ 6,000
$ 250
$ 240
$ 2,000
$ 2,000
$ 2,000
$ 60
$12,550
The retail price for The Life-Time Membership is normally = $3,500
You offer it to your customers at $2,500
(Attorneys charge between $4,500 and $6,500 just for the documents)
What Our Members Are Saying
“When my father passed away, he had no Will. His estate was sent to probate; and that was a nightmare. I decided to never let my children go through that. Richard helped me with my Will and Living Trust... He made the process easy. I highly recommend Richard!"
-Jamie I.
“Setting up a trust for our family gives us peace of mind that in the event of a tragedy, our children will not be burdened with making difficult decisions . Rick is the person we trust with our estate planning. He is professional and knowledgeable. We are very happy with Richard Wheeler and his expertise”
-JR and Deirdre C.
“Richard Wheeler has been a God send, dealing with the legal aspects of handling a loved one's estate after they have passed. I could not have done it without him.”
- Cathy M.
Commission
Earn a Commission for Each Heritage Lifetime Membership Purchased
You receive $500 for each life-time membership/estate plan purchased from you
You receive $100 for each sale made by your team member
Recognition
Get rewarded for your success—beyond commissions.
AWARDS
TRAVEL
BONUSES
PROVEN SUCCESS
Rick Wheeler, JD, MBA
Author, Attorney, Entrepreneur
"In my first year of sharing the Heritage Lifetime Membership and Estate Plans with others, more than 35 families made the decision to have their estate plans created by my company, Heritage Estate Plans... and this was on a part-time basis, while working my fulltime job."
"Through our proprietary presentation, we have been experiencing a closing greater than 50%"
Get Started Now
(No contracts. Cancel anytime.)
[YES — I WANT TO BECOME AN AFFILIATE]
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