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.
Just the Facts
For most complete information, see Franchise Disclosure Documents
SFC Estate Coaching FDDs and Analysis Reports
These SFC Estate Coaching FDDs, as filed, 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. Multi-year analysis reports track how these disclosures change across consecutive FDD filings.
Available Documents
Instant download after purchaseMulti-Year Analysis Packages
Year-over-year comparison of consecutive filings. Every figure cited to its filing, Item, and PDF page. Source FDDs included.
SFC Estate Coaching 2-Year FDD Analysis Package (FY2024–FY2025)
Analysis report (15 pages) • 1 year-over-year transition • 2 source FDDs (2025–2026 filings) included
What's insideSee a full sample report (PDF)
The report covers, in order:
- Executive summary
- Change index
- Consolidated unit summary
- Geographic summary
- Turnover, transfers & closure rates
- Franchisee investment and fees
- Financial performance representation
- Franchisor financial condition
- Franchisor entity & leadership
- Litigation & bankruptcy
- Method, limits and disclaimer
- What this report does not include
- You receive — one analysis report PDF and the 2 source FDD PDFs, 3 downloads in total, available immediately after purchase.
- Every figure is checkable — each carries a citation to its filing, FDD Item, and PDF page, and the filings it cites are in the package.
- Restatements are shown, not overwritten — where a later filing revises an earlier year's figures, both numbers appear with a note.
- Calculated figures are labeled — anything the report calculates rather than quotes is marked as calculated, with its formula published in the report.
- Gaps are explicit — a closing “What this report does not include” section separates what the franchisor didn't disclose from what this report doesn't collect, so an absence is never ambiguous.
Individual FDD Filings
Complete filings as submitted, including exhibits and financial statements.
SFC Estate Coaching FDD 2026
March 2026
SFC Estate Coaching FDD 2025
August 2025
FDDs are reproduced as filed and are current only as of their filing dates. The FDD Document Processing Fee covers acquisition, storage, organization, and digital delivery of an individually purchased FDD.
Franchise Genius is not affiliated with, endorsed by, or sponsored by any franchisor, and receives no compensation from any franchisor. Brand names and marks are used only to identify the franchise systems these documents describe.
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