Zoop. Crew

For Zoop Agents

Estate Plan Referrals

Help your clients keep their families out of probate court. You send your link, Zoop handles the plan from checkout to a funded trust, and you're paid on every client who enrolls.

Get My Link See How It Works
Level × $500Your compensation-plan level times $500 for every client who enrolls
Either path pays the sameGulf Coast Law or Wealth.com, the $500 doesn't change
Paid monthlyThrough your hierarchy, like life insurance commissions, once your client's refund window closes
We do the workLaunch Appointment, intake, signing and funding are on us

What It Is

One Page. Two Paths. One Flat Fee.

Your link opens zoopbenefits.com/estate-plan, where your client sees what probate could cost their family, compares two revocable living trust options, takes a one-minute Plan Chooser, and checks out.

Option A

Wealth.com Revocable Trust

$1,000

A trust built on Wealth.com's guided platform under the client's home-state law. Fits most families.

  • Optional mobile notary: $300, added at checkout
  • Attorney consult ($240) and deeds ($175 each) paid on Wealth.com if needed
  • Full refund any time before the intake appointment
Option B

Nevada Revocable Trust by Gulf Coast Law

$2,500

Attorney-drafted under Nevada law, available in any state, with a one-on-one attorney review before anything is final.

  • Florida deeds at no charge
  • Deeds in other states: $425 each plus recording, billed by Gulf Coast Law
  • Full refund if the firm isn't the right fit after the first meeting
  • The added privacy and protection features of a Nevada trust
Both paths include: one joint trust for a married couple under one fee, lifetime updates at no additional cost, a Launch Appointment with our Intake Coordinator, and signing and funding guidance until the trust is funded.

How It Works

You Open The Door. We Carry It From There.

  1. You share your linkBy text, email, social post or right after an appointment.
  2. Your client builds their planThey see their probate estimate, compare both paths, and pick their add-ons.
  3. They check outSecure Stripe checkout. Your link credits you automatically, and the page remembers it for 90 days.
  4. You get an emailThe moment they pay: who enrolled and which plan they chose.
  5. We take it from thereLaunch Appointment, intake, documents, attorney review where included, signing and funding.

Would it be unreasonable to send your link to three clients who own a home this week?

Your Compensation

Simple Math. Same On Both Paths.

Per client who enrolls
Your Level × $500

Your compensation is your level in the Zoop compensation plan times $500, whichever plan your client chooses: Gulf Coast Law or Wealth.com.

The $500 is paid out through the agent hierarchy, just like life insurance commissions.

Commissions are paid monthly, once your client's refund window has closed. For Wealth.com, that's after the client's intake appointment takes place. For Gulf Coast Law, it's after the client's first meeting with the firm.

If a client cancels, violates the refund policy or disputes a charge later, the commission on that client is recoverable and is due back within 5 business days.

No difference by planA $1,000 Wealth.com client and a $2,500 Gulf Coast Law client pay you the same.
Credit comes from your linkUse it every time, so the enrollment lands on your record.
Questions about your levelEmail [email protected] or call 888-768-9667.

Keep It Simple

A Few Guardrails

Please do

  • Use your link every time, so your client is credited to you
  • Let the page, the Plan Chooser and our Launch Appointment explain the options
  • Tell clients the fee is flat and listed on the page
  • Send wording questions to us before you post

Please don't

  • Give legal or tax advice, or tell a client which trust is right for them
  • Promise outcomes such as asset protection or tax savings
  • Collect payment yourself or change the pricing
  • Rewrite the wording or add your own claims to it

Questions

Agent FAQ

How much do I earn per client?

Your level in the Zoop compensation plan times $500, for every client who enrolls, whichever plan they choose. The $500 is paid out through the agent hierarchy, just like life insurance commissions.

When do I get paid?

Monthly, for every client whose refund window has closed. For Wealth.com, that's after the client's intake appointment takes place. For Gulf Coast Law, it's after the client's first meeting with the firm. If a client later cancels, violates the refund policy or disputes a charge, the commission on that client is recoverable and is due back within 5 business days.

Does Option B pay more than Option A?

No. The $500 is the same whether your client chooses Wealth.com at $1,000 or Gulf Coast Law at $2,500, so you never have a reason to steer. Let the Plan Chooser and the Launch Appointment do that.

How will I know my client enrolled?

You get an email the moment they pay, with their name and the plan they chose. Your client gets their Launch Checklist and a link to book their Launch Appointment, and our team is notified too.

What if my client checks out without my link?

At checkout, the page asks how they heard about us. If they choose Agent/Advisor and type your name, we see it and credit you. Your link is still the sure thing, and once a client opens it, the page remembers it for 90 days on that device.

Do I need to explain trusts to my client?

No. The page explains probate, compares both paths and recommends one, and our Intake Coordinator answers the rest at the Launch Appointment. Zoop is not a law firm, and neither of us gives legal advice. Legal advice comes from the attorney consult on Option A or from Gulf Coast Law on Option B.

What does it cost my client?

Option A is $1,000, or $1,300 with the mobile notary. Option B is $2,500 and includes the attorney review and Florida deeds. A married couple shares one joint trust under one fee. Attorney consults and deeds on Wealth.com, deeds outside Florida on Gulf Coast Law, and county recording fees are paid to the firm directly.

Can my client get a refund?

Yes. Wealth.com clients get a full refund any time before their intake appointment takes place, even if they cancel, postpone or reschedule it. Gulf Coast Law clients meet the firm first and get a full refund if it isn't the right fit after that first meeting.

What happens when my client's life changes later?

Both Wealth.com and Gulf Coast Law include lifetime updates at no additional cost.

What's my Agent ID?

The same one as your Great Retirement Rescue links: your first and last name in lowercase with a dash, like greg-pappas. If you're not sure, email [email protected].

Zoop Benefits is not a law firm and does not provide legal or tax advice. Option A documents are created through Wealth.com's estate planning platform. Option B documents are prepared by Gulf Coast Law, P.A., which provides legal services directly to the client under its own engagement.

ZoopCrew.com · [email protected] · 888-768-9667 · For Zoop Crew use only