SFC Estate Coaching

Franchise Overview

SFC Estate Coaching operates a franchise model where coaches guide individuals, organizations, and businesses through the estate planning process, helping clients establish wills and estate plans that ensure their legacy assets are directed to the people and causes they care about most.

Key Highlights

Dual-market model serving both community organizations and individual clients directly
Combines financial planning education with community-based outreach for broader accessibility
Turnkey system with defined service offerings suited to mission-driven entrepreneurs
Franchisor-provided training and operational guidance supports franchisee readiness from launch

SFC Estate Coaching is a compelling fit for entrepreneurs with backgrounds in financial services, coaching, or community organizations who want to build a purpose-driven business around meaningful client outcomes.

Just the Facts

For most current information, see Franchise Disclosure Documents

In Business Since2013

Number of Units1

Min Liquid Capital—

Required Networth—

$$$Total Investment$39K – $49K

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

$99.00

SFC Estate Coaching FDD 2025

August 2025

$99.00

Note: Purchased FDDs are available for immediate download. The $99 Document Processing Fee covers acquisition, storage, organization, and digital delivery of the FDD document.

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