Become an ABA 360 Estate Planning Advisor Agent

Join our growing network of bilingual estate planning professionals. Earn commissions, access world-class training, and help families protect their legacy.

500+Families Served
50+Active Advisors
98%Client Satisfaction
ABA 360 Solutions Group

What is an Advisor Agent?

An ABA 360 Advisor Agent is a licensed or experienced professional who refers clients to ABA 360's document preparation services. Advisors work independently, consult with clients about their estate planning needs, and earn commissions on completed cases.

Benefits of Joining

Earn Commissions

Earn competitive commissions on every completed client referral.

Use ABA 360's Platform

Access our proven document preparation technology and client management tools.

Comprehensive Training

6-episode training program covering Revocable & Irrevocable Trusts, intake processes, and more.

Bilingual Support

All materials and support available in English and Spanish.

Requirements to Join

Consent to background check
Agreement to non-attorney disclosure
Commitment to complete the ABA 360 training program
Experience in financial services, insurance, or real estate (preferred)

ABA 360 Solutions Group LLC is not a law firm and does not provide legal advice. Advisor Agents are independent contractors who refer clients to ABA 360's document preparation services.