For Zoop agents
The Great
Estate Rescue
A complimentary live webinar on wills, trusts, probate and the plan a family actually needs. You invite. Robert and Hannah teach, follow up and help turn guests into planning conversations, with credit to you at every step.
Next session: Wednesday, November 11.
What it is
Famous estates, plain English and one simple plan
The Great Estate Rescue is an hour on the questions families put off: what a will really does, why probate court costs time and privacy, what happens when a parent can't sign, why married isn't enough and why an 18-year-old's parents can be shut out. Real stories, a little humor and a live Q&A. Nothing is sold in the room.
Would it be unreasonable to invite the people who've told you they need to "get their stuff together"?
Why it works for you
- Your guests hear the story before anyone talks options
- They arrive at the 1:1 already knowing what worries them
- Every guest who uses your link is credited to you
- It opens the door to retirement, tax and protection conversations you'd want to have anyway
Your links
Three links, all credited to you
Enter your Agent ID to see your links. It's the same ID as your Great Retirement Rescue links: your first and last name with a dash, like jane-smith.
This device remembers your ID for next time. Can't find it? Write to [email protected].
Agent ID:
1. Webinar invite link
Share it with anyone you'd like to invite. It opens the Workshops page right at registration, where your guest picks a date and saves a seat.
2. 1:1 chat link
When a guest wants to talk it through, use this to book a relaxed 45-minute estate plan chat with Robert. No paperwork, no statements, and a no is totally okay.
3. Estate plan link
For a client who already knows they want a trust. It opens the estate plan page with the probate estimate, both trust options and secure checkout. How you're paid.
QR code for your invite link
For flyers, business cards, a table tent or the last slide of a talk.
Not you?
How it works
They attend first. Then you reach out.
We'd love every guest to hear the Great Estate Rescue before a 1:1. Some won't want to, and that's okay too. Here's the path we've built.
Would it be unreasonable to invite three families this week?
- You share your invite linkBy text, email, Facebook, your signature or the QR code.
- Your guest registers, and you hear about itYou get an email the moment they register, with the session date and their contact details. We send them the Google Meet link and reminders.
- They attend and ask questionsFamous estates, the basics, eight everyday scenarios and live Q&A.
- We offer a 1:1, or nothingA complimentary estate plan chat for anyone who wants one. A no is fine.
- The plan gets doneIf they enroll through your link, the estate plan is credited to you, and we handle the rest.
Who to invite
Think of the people who've said "I really should do that"
- Homeowners, and anyone with property in more than one state
- Parents of minor children, and blended families
- Parents of 18 to 25-year-olds, who may not be able to see a medical chart or talk to a college without the right forms
- Couples who assume "my spouse can just handle it"
- Anyone with only a will, or a plan more than five years old
- Business owners thinking about what comes next
- Retirees and pre-retirees you already serve, including your GRR guests
- Your own parents, in-laws and neighbors
Facebook posts
Six posts, your link already in them
Post one a week and you've got a month and a half covered. Each one is short, friendly and ends with an easy question.
- Copy post puts the words and your link on your clipboard.
- Share on Facebook opens Facebook with your link's preview ready.
- Paste the words above the preview, then post. On Instagram, use the QR code above, since links in captions don't click.
Post 1 · Famous estates
The fix for most families is a lot simpler than the mess. That's what the Great Estate Rescue is about: a free one-hour live webinar with real stories, plain English and live Q&A. Nothing is sold.
🗓 Next: Wednesday, November 11 · 4 PM Arizona time · Google Meet
👉 Save a seat:
Would it be crazy to bring the person you plan with?
Post 2 · The will myth
Most people say yes. The answer is no. A will is basically a set of instructions for the judge. Probate can take months, it's public record, and the costs come out of what you leave behind.
I'm sharing the Great Estate Rescue, a free live webinar that explains wills, trusts and probate side by side in about an hour. No jargon, nothing sold.
🗓 Wednesday, November 11 · 4 PM Arizona time
👉
Would it be a bad idea to find out where your plan stands?
Post 3 · Married isn't enough
Not always. If an account is in one name, or your spouse can't sign, the other spouse may need the right paperwork, or a court's permission, to step in. Lots of couples find this out at the worst possible moment.
The Great Estate Rescue covers this and more in a free one-hour live webinar. Plain English, real stories, and nothing is sold.
🗓 Next: Wednesday, November 11 · 4 PM Arizona time
👉
Would it be ridiculous to watch it together?
Post 4 · Eighteen and locked out
A few simple forms fix it. Most families just don't know they need them.
That's one of the eight everyday situations we walk through in the Great Estate Rescue, a free one-hour live webinar. Nothing is sold.
🗓 Wednesday, November 11 · 4 PM Arizona time · Google Meet
👉
Would you be against sharing this with a parent who has a kid heading off to college?
Post 5 · Ducks in a row
Then you've probably said "I really need to get our estate plan done" at least once. You're in good company.
The Great Estate Rescue is a relaxed, free one-hour live webinar that makes it simple: what you need, what you don't, and how to keep it out of court. Real stories, live Q&A, and nothing is sold.
🗓 Wednesday, November 11 · 4 PM Arizona time
👉 Save your seat:
Would it be unreasonable to finally check it off the list?
Post 6 · A gift to your family
Who decides for you if you can't? Who raises the kids? Does your family sit in probate court for months, or just get on with it?
Robert and Hannah Johnson answer those questions in plain English in the Great Estate Rescue, a free live webinar on the second Wednesday of every month. Nothing is sold, and spouses are welcome.
🗓 Next: Wednesday, November 11 · 4 PM Arizona time
👉
Would it be crazy to tag someone who's been meaning to get this done?
Estate plan referrals
When a client is ready, your third link does the rest
Your estate plan link opens greatestaterescue.com/estate-plan, where your client sees what probate could cost their family, compares two revocable living trust options, takes a one-minute Plan Chooser and checks out. Our team handles the Launch Appointment, intake, signing and funding.
Wealth.com Revocable Trust
$1,000
- Built on Wealth.com's guided platform under the client's home-state law
- Optional mobile notary: $300, added at checkout
- Full refund any time before the intake appointment
Nevada Revocable Trust by Gulf Coast Law
$2,500
- Attorney-drafted under Nevada law, available in any state, with a one-on-one attorney review
- Florida deeds at no charge; other states $425 each plus recording
- Full refund if the firm isn't the right fit after the first meeting
Your level × $500
Per client
- Same on both options, whichever plan your client chooses
- Paid monthly through your hierarchy, like life insurance commissions, once the client's refund window has closed
- Recoverable if a client cancels, breaks the refund policy or disputes a charge, and due back within 5 business days
Keep it simple
A few guardrails
Please do
- Use your links every time, so your guests are credited to you
- Use the wording on this page, or keep yours to the date, time and link
- Tell people it's free, it's educational, and nothing is sold
- Send wording questions to us before you post
Please don't
- Give legal or tax advice, or tell a client which trust is right for them
- Promise outcomes such as asset protection or tax savings
- Offer gifts, payment or prizes for registering
- Collect payment yourself, change the pricing, or add your own claims to the posts
Questions
Agent FAQ
What does it cost my guests?
Nothing. The webinar and the 1:1 chat are complimentary, and nothing is sold during the webinar.
When is it, and how long does it run?
The second Wednesday of every month, 4:00 to 5:00 PM Arizona time, on Google Meet. There's no session in December 2026; we pick back up on January 13. Your guest picks the date when they register.
How is my guest credited to me?
Your invite link carries your Agent ID into the registration, so the guest lands on your record. If someone registers without your link, email [email protected] with their name and we'll sort it out.
Will I know when someone registers?
Yes. When a guest registers with your link, we email you right away with their name, phone, email and session date, plus a short note you can send so they feel welcome. The email goes to the address in our Agent directory. If it doesn't arrive, check spam, then email [email protected] so we can confirm your details.
Do I use the same Agent ID as Great Retirement Rescue?
Yes. One ID works for both programs and for your estate plan link. If you've opened your GRR links on this device, this page already knows it.
Can a client skip the webinar and go straight to a 1:1?
Of course. Send them your 1:1 chat link. Attending first is just the path that tends to work best.
How much do I earn on an estate plan?
Your level in the Zoop compensation plan times $500 for every client who enrolls through your link, on either option, paid monthly once the refund window closes.
Do I need to explain trusts to my clients?
No, and please don't advise on which trust is right. The webinar, the estate plan page, the Plan Chooser and our Launch Appointment take care of that.
I lost my links. How do I get them back?
Come back to this page. It remembers your Agent ID on each device, and it's on ZoopCrew.com under Quick Links. Bookmark it, or add it to your phone's home screen.
Zoop Benefits is not a law firm and does not provide legal or tax advice. Option A documents are created through Wealth.com's estate planning platform. Option B documents are prepared by Gulf Coast Law, P.A., which provides legal services directly to the client under its own engagement. For Zoop Crew use only.