Refer a client
Use the approved link, QR code, and materials we provide—or introduce your client directly.
2 Doves Notary LLC
REFERRAL ASSOCIATE AFFILIATE PROGRAM
REFERRAL ASSOCIATE OPPORTUNITY
Help your clients protect what matters. Earn $100 for every vault.
Your clients trust you with their policies, returns, finances, and estate plans. My Legacy Vault gives them one secure place to keep it all—and rewards you for making the introduction.
Sign up today✓ No fee to join✓ No minimum referrals✓ No exclusivity
$100
Flat fee to you, per client
$495
One-time client price
Lifetime
Client vault access
$0
Cost to join the program
How the referral works
Three steps. No portal to learn, no quota to hit.
They purchase a vault
Your client pays $495 once for lifetime access. We handle their onboarding and setup.
You get paid
Receive a flat $100 after your client’s purchase clears, with no cap on referrals.
Who this is for
Professionals whose clients are already thinking about what happens next.
Insurance Agents
Help families keep policies, carrier details, and your contact information where they can find them.
CPAs & Tax Professionals
Give clients one organized home for the documents you need each season and between filings.
Estate & Probate Attorneys
Make the will, trust, and personal instructions easier for a client’s family to locate.
Financial Advisors & Fiduciaries
Add a concrete next step to the estate conversation without adding work to your practice.
What the client gets
One secure vault. Paid once, theirs for life.
Clients can start free with the 2-minute Legacy Readiness Checklist, then move into the full vault.
Gather what matters
Documents, accounts, family information, photos, wishes, and legacy records in one secure place.
Organize the legacy
Clear categories keep wills, trusts, insurance, finances, and personal instructions easy to find.
Protect what they love
Encrypted storage, with the client controlling what is stored and who it is shared with.
Give the family clarity
The right people can find essential information if the client can no longer speak for themselves.
Who you are partnering with
An experienced notary practice and Official Legacy Vault Partner.
Joycelyn Wooten is the founder of 2 Doves Notary LLC, an Official Partner of the Legacy Vault by My Life and Wishes, and a Certified Legacy Vault Advisor. Your referrals are fulfilled directly by a real advisor, with service available in all 50 states.
Final step
Become a Referral Associate—sign up today.
Complete the agreement below and email it to Joycelyn. She will countersign it and send your approved link, QR code, and printed materials.
Program Agreement
Rev 3/27/2025
1. Program overviewUse only online and offline referral materials supplied by the Official Partner.
2. Official Partner responsibilitiesProvide approved links, graphics, and printed materials; maintain records; and notify My Life and Wishes of changes.
3. Associate responsibilitiesUse only approved assets and always identify yourself strictly as a Referral Associate.
4. Compensation2 Doves Notary LLC pays a flat $100 for each referred client who purchases a vault.
5. TerminationEither party may end participation; all assets must be removed within seven days.
6. AcknowledgmentBoth parties understand, accept, and agree to all stated terms.