A Partnership Built for Client-Facing Professionals
Chivot works with professionals who serve families, business owners, and investors. Through our partnership network, professionals can introduce clients who need estate planning and legacy protection services while strengthening their own client relationships.
Our partners include:
• Real estate professionals
• Financial professionals
• Insurance advisors
• Insurance advisors
• Tax Professionals
• Business Consultants
• Client-Focused Entrepreneurs
Whether you simply want to refer clients or integrate estate planning into your services, there is a partnership path available.
Choose Your Path To Partnership
Whether you simply want to refer clients or integrate estate planning into your services, there is a partnership path available.
Become A Referral Partner
This option is designed for professionals who want to introduce clients without adding new services to their existing or potential business.
Benefits
• No Monthly Commitment
• Simple Referral Process
• Earn referral compensation
• Strengthen relationships with your clients
Become an Affiliate Partner
​This partnership is designed for professionals who want to expand their services while maintaining a professional client experience.
Benefits
• Access to the Chivot Back Office
• Structured Partner Support
• Scalable Service Offering
• Enhanced Revenue Opportunities
How Our Partnership Model Works
Step 1
Introduce a
Client​​
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Partners connect clients who need estate planning services with the Chivot team.
Step 2
Professional Planning Process
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Our team manages the consultation and planning process through the Chivot Back Office.
Step 3
Client Protection & Legacy Planning
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Clients receive professionally structured estate planning solutions designed to protect their families and assets.
Step 4
Partners Strengthen Client Relationships
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Partners enhance their value while maintaining trusted relationships with their clients.
Ready to Partner With Chivot?
Choose the path that best fits how you want to participate.
Referral Partners can begin immediately by registering below.
Professionals interested in integrating estate planning into their services can schedule a strategy call with our General Manager to explore the affiliate partnership.
FAQ
Have questions about expanding your practice? Find answers to some common queries below.
1
Do business owners really need an estate plan?
Yes. Without a plan, business ownership and decision-making can become unclear during critical moments.
2
Can this address business succession?
CHIVOT supports estate planning structures that help define continuity and transition intentions.
3
Is this legally valid?
Yes. Documents are generated using state-specific requirements to support legal validity.
4
Does this replace professional advisors?
No. CHIVOT complements existing advisors while providing a structured planning foundation.