SFC Estate Coaching
Franchise Overview
This franchise offers estate planning coaching services designed to help individuals ensure their legacy assets are directed to the people and causes they care about most. The business model serves two primary markets: organizations such as churches, schools, and affiliated groups—who sponsor estate planning services for their members and supporters—as well as businesses and individuals seeking direct estate planning guidance. Franchisees work as coaches helping clients establish wills and estate plans, removing the uncertainty of where assets will go after death.
The service fills a meaningful gap by combining financial planning education with community-based outreach, making estate planning accessible to a broader audience. Franchisees benefit from a turnkey business model with defined service offerings and a relatively low initial investment range.
Support structures typical of franchise systems, including training and operational guidance, are provided through the franchisor. The model is well-suited to mission-driven entrepreneurs with backgrounds in financial services, coaching, or community organizations.
Just the Facts
For most current information, see Franchise Disclosure Documents
SFC Estate Coaching Franchise Disclosure Documents (FDD)
These official SFC Estate Coaching FDDs contain 23 sections of federally mandated disclosures such as franchisee obligations, franchisor litigation, and financial performance. FDD's are typically 100+ pages long and are critical to evaluate when researching a franchise.
Available Documents
SFC Estate Coaching FDD 2026
March 2026
SFC Estate Coaching FDD 2025
August 2025
Note: Purchased FDDs are available for immediate download. The $99 Document Processing Fee covers acquisition, storage, organization, and digital delivery of the FDD document.
