How it works

What Does It Mean To Be an rF Estate Attorney Affinity Partner?

rebel Financial does lots of financial planning for its advisory clients, and estate planning is a large part of that process. We partner with attorneys and law firms to help our clients ensure that they are staying the most up to date and to simplify the planning process for them. We subsidize legal fees for our clients when they use our affinity partners, based on the revenue that they produce for us. 

If you would like to become an approved provider, here’s what we require from you.


Of course, you must be licensed to practice law in the state(s) that you will be receiving clients from us and in good standing with your Bar Association(s). Additionally you must assent to a background check that we conduct as standard procedure with all of our endorsed professional partners.


We require that our professional partners give us a set price that they charge for services, such as single estate plan without trust, married and single trust, married and separate trusts, eldercare plans, etc.

Professional Discount

Through our partnership, you hopefully will receive as steady stream of referrals, and we will streamline the data collection and scheduling process for you. You'll be able to centrally bill rebel Financial rather than individual clients. In recognition of this, we find that a 20% professional discount rate over what you charge individual clients is equitable and what we require for participation in the program.

Ready to get started? Apply below.

"*" indicates required fields

Are you signing up for our affinity program as an individual or as a firm?*
Do you have any disciplinary actions with any Bar Association or other professional oversight organization?*
Have you ever been convicted of any crime?*
Have you filed for bankruptcy in the last 10 years?*
Please provide any additional information about your firm that could help us evaluate your fit for our affiliate program.
Terms and Conditons*
I agree that the information I have provided above is accurate and true to the best of my knowledge and belief. I understand that any misrepresentation, falsification, or omission of any facts called for in the application may render this application void and will be cause for termination, whenever discovered. I authorize rebel Financial to conduct a background check on me as a means to determine my eligibility for the affinity program. I agree to help provide rebel Financial all the appropriate information in terms of pricing, billing, and operational processes of my firm that it may require to establish the partnership.