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Value Your Legacy Financial VYL EP Client Intake Portal
HubSpot Live
Deadline: Tue 12:00 PM
Estate Planning Operations
Every Client. Every Plan. Every Commission.
Submit new estate planning clients, track every case from intake to close, and trigger QuickBooks invoices — all in one place.
0
Active Cases
0
This Week
$0
Closed Revenue
New Client Intake Form
Complete all 4 steps to submit to Renee Brown
Step 1 of 4 — Agent & Client Information
As it should appear on legal documents
Invoice & portal link sent here — verify carefully
Step 2 of 4 — Plan Selection
⚡
Powers Pack
$298
DIY: $298
📜
Will-Based Plan
$598
DIY: $298
🏛️
Trust-Based Plan
$1,298
DIY: $698
Add-On Services (if applicable)
✓
Spouse / Joint Trust+$200
✓
Additional Property Deed+$215
✓
Business / Non-Profit Transfer+$125
✓
Existing Plan Review+$250
Step 3 of 4 — Payment & Delivery
💳 Credit / Debit Card
🏦 ACH Bank Transfer
🤝 Agent-Assisted
💻 Client DIY
Step 4 of 4 — Review & Submit
Submission Summary
✅
QuickBooks Connected
Submitting will auto-log an income transaction to Valueyourlegacy Consulting LLC. Renee will finalize the invoice within 1 business day.
By submitting, you confirm all information is accurate and complete. Do not begin the estate plan until Renee confirms payment received. Commission deadline: Tuesday 12:00 PM Noon → Friday payout.
Case Tracker
Client
Agent
Plan
Amount
Status
Submitted
Action
📋
No cases yet. Submit your first client using the intake form above.