Affiliates & Partners
EZ Wills & Trust is committed to building a community of partners who share our vision of making estate planning accessible to everyone. Through our affiliate program, advisors, financial professionals, and community leaders can earn rewards by helping families take the important step of securing their future. Affiliates simply share their unique referral link, and when families complete a will or trust through our platform, the affiliate earns commission.
How it works
We track referrals using a standard 30-day cookie window, ensuring that if a visitor converts within that time, you receive full credit. Payouts are processed monthly, and each affiliate has access to their dashboard to view performance and earnings. We use last-click attribution for fairness and transparency. Eligible affiliates include approved individuals, organizations, and advisors who comply with program terms.
Disclosure
Our affiliate program is designed for referral purposes only. It does not involve the provision of legal, tax, or financial advice, and commissions are paid strictly for successful customer referrals in accordance with our affiliate agreement.
Frequently Asked Questions
Each affiliate receives a unique referral link. When someone clicks your link, we track their visit using cookies. If they complete a will or trust within the cookie window, the referral is credited to you.
Our standard cookie window is 30 days. This means if a visitor returns and completes their will or trust within 30 days of clicking your link, you still receive credit.
You must earn at least $50 in commissions before a payout is processed. Any balance under $50 carries over to the next month.
Payments are sent via PayPal or direct bank transfer. You can select your preferred method in your affiliate dashboard.