SFC Estate Coaching is a professional services brand offering estate planning education and legacy gift coaching, serving individuals and nonprofit organizations, and known for confidential one-on-one sessions, donor-focused guidance, and helping families become attorney-ready while supporting charitable causes.
SFC Estate Coaching is a professional estate planning and coaching franchise that helps individuals and nonprofit organizations build long-term financial legacies. The franchise focuses on educating clients about estate planning strategies that align personal values with charitable impact.
SFC Estate Coaching operates as a service-based business rather than a traditional financial advisory firm.
SFC Estate Coaching was founded in 2015 in Wisconsin. The brand is headquartered in Thiensville, Wisconsin, and was created to address the growing need for clear, values-driven estate education.
The concept centers on coaching and education rather than selling financial products, allowing clients to make informed legacy decisions with confidence.
The company began offering franchise opportunities in 2025, expanding its proven estate coaching model to new markets.
Franchisees operate locally and work closely with individuals, families, and nonprofit organizations seeking structured estate planning guidance. The franchise model allows owners to build professional practices without requiring financial licensing.
Initial investment
The initial investment required for a SFC Estate Coaching franchise is
$41,000 - $51,000.
That is the total cost you would need to finance if you were to start this franchise.
These costs are provided by the franchisor in the Franchise Disclosure Document.
Type of Expenditure
Amount
Initial Franchise Fee
$25,000
Office Equipment, Computers, Office Supplies
$4,500 – $5,950
Computer System
$3,200 – $4,000
Insurance Deposits and Premiums
$1,500 – $2,500
Pre-Opening Training Expense
$0 – $1,500
Grand Opening Promotion
$0 – $1,500
Professional Fees
$2,000 – $3,000
Business Permits, Fees, and Licenses
$250 – $500
Additional Funds (First 3 Months)
$5,000 – $7,500
Total Estimated Initial Investment
$41,450 – $51,450
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Type of Expenditure
Amount
Initial Franchise Fee
$25,000
Office Equipment, Computers, Office Supplies
$4,500 – $5,950
Computer System
$3,200 – $4,000
Insurance Deposits and Premiums
$1,500 – $2,500
Pre-Opening Training Expense
$0 – $1,500
Grand Opening Promotion
$0 – $1,500
Professional Fees
$2,000 – $3,000
Business Permits, Fees, and Licenses
$250 – $500
Additional Funds (First 3 Months)
$5,000 – $7,500
Total Estimated Initial Investment
$41,450 – $51,450
Franchise Disclosure Document
Below is SFC Estate Coaching's 2025 Franchise Disclosure Document. Upgrade to Pro or purchase the FDD to view and download the document.
Number of units
SFC Estate Coaching had 1 total units in 2025, of which 0 were franchised-owned and 1 company-owned.
SFC Estate Coaching provides franchisees with a thorough training program designed to ensure operational readiness and brand consistency. This training covers essential business procedures, marketing techniques, and daily operations, delivered through a blend of virtual and in-person instruction. Below are the numbered training programs:
Initial Training Program: One or two designated individuals must complete the mandatory Initial Training Program to the franchisor’s satisfaction. The training includes classroom and virtual instruction, role-playing, quizzes, and access to operational manuals and instructional materials. Additional attendees can join at a cost of $1,500 each.
Refresher and Supplemental Training: Franchisees are required to participate in up to three days of refresher or supplemental training annually. Attendance at the Franchise System Conference, if held, is also mandatory.
Additional or Remedial Training: If the business underperforms or the franchisee requests further training, the franchisor may provide it at a fee of $300 per trainer, per day (with possible increases to $500), in addition to covering all related travel and lodging costs.
Remote Learning and On-Site Support: The franchisor may offer remote training through a web-based system and may conduct on-site visits at the franchisee’s request or at their discretion. On-site support incurs a $500 per day fee plus travel and living expenses.
Operational Support Tools: Franchisees also receive access to a System Standards Manual, templates, approved supply sources, and continuous support from the franchisor to assist in ongoing operations.
Territory Protection
SFC Estate Coaching does not offer exclusive or protected territories to its franchisees. Franchisees are only authorized to operate at a specific, mutually agreed-upon location but are not granted any rights to a minimum market area or geographic exclusivity.
The franchisor reserves the right to establish or allow others to establish additional franchised or company-owned outlets anywhere, even in close proximity to an existing franchisee's business.
This means that franchisees may face competition from other SFC Estate Coaching franchisees or franchisor-controlled outlets located in the same area. There are no implied protections against territorial overlap or encroachment by other franchisees.
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