The Power of Preparation: How Court Pitcher and Trent Fortner Are Changing the Game for Financial Advisors

When tragedy strikes, financial preparedness can make all the difference. That lesson stuck with Court Pitcher after witnessing two vastly different outcomes among families dealing with loss. One had planned, while the other struggled with financial and legal challenges. This pivotal moment set Court on a path into the financial services industry, which led him to meet and be mentored by Trent Fortner. Today, Court is a seasoned advisor and the driving force behind Legacy Lock. This game-changing estate planning solution is helping advisors serve their clients at an even higher level.

This blog will dive into Court’s journey, his partnership with Trent, and how Legacy Lock empowers financial advisors to offer a more comprehensive planning experience.

A Life-Changing Event Leads to a New Career

Back in 2005, Court Pitcher experienced a profound wake-up call. Two close friends passed away within a month of each other. One family had taken the time to plan, making the transition smoother despite the grief. The other had not, leaving a widow with young children to navigate a maze of financial and legal obstacles.

This stark contrast ignited a passion in Court to ensure families wouldn’t be left in such precarious situations. He turned to a friend in the financial services industry, looking for guidance on protecting his family. That introduction led him to the LEAP system—a robust financial planning framework—and eventually to Trent Fortner, a well-respected LEAP trainer.

The Influence of Trent Fortner’s Coaching

Court quickly fell in love with the LEAP process and soon joined the financial services industry. As fate would have it, his firm was deeply connected to LEAP, which meant learning directly from one of the best—Trent Fortner.

“Trent was one of our favorite trainers,” Court recalls. “Through his mentorship, my business just took off.”

The coaching experience was transformative, providing Court with technical knowledge, the mindset, and the strategy needed to elevate his practice. Over the years, Court has repeatedly returned to Trent’s coaching programs, leveling up his business.

The Birth of Legacy Lock: A Solution to a Persistent Problem

As Court worked with clients, he noticed a recurring issue—while many families recognized the importance of estate planning, most never followed through. Time and time again, he would check in with clients who had intended to complete their estate plans, only to find they had delayed the process due to cost, complexity, or inconvenience.

This gap in service prompted Court to take action. More than a decade ago, he partnered with attorneys and software developers to create Legacy Lock, an estate planning technology that makes setting up wills, trusts, and other essential documents simpler, more affordable, and more accessible for families across all 50 states.

How Legacy Lock and Trent’s Coaching Are Transforming Advisors’ Practices

Court’s reconnection with Trent brought Legacy Lock to an even broader audience—financial advisors. Recognizing the tool’s value, Trent immediately saw how it could help the advisors he coaches.

Together, they’ve introduced Legacy Lock to countless advisors who now use it to provide their clients with a more holistic financial planning experience.

Here’s how it works:

1. Advisors integrate estate planning into their practice
   Instead of simply referring clients to an attorney (where follow-through rates are low), advisors can use Legacy Lock to ensure that critical documents—wills, trusts, power of attorney—are completed.
2. Concierge service for advisors and clients
   New advisors refer clients to Legacy Lock’s concierge team, who handle estate planning. This allows advisors to offer estate planning without becoming legal experts themselves.
3. Scalability and revenue growth
   Once advisors have completed several cases through the concierge model, they can take ownership of the process and implement Legacy Lock independently, earning significantly higher fees while deepening client relationships.
4. Technology-backed security and accessibility
   Clients receive a secure Legacy Lock account to store critical documents and access their estate plans anytime. This includes an asset kit to organize financial information, a document vault for safekeeping, and the ability to update estate plans for just $30 per year—a game-changing value compared to traditional attorney fees.

Who Should Use Legacy Lock?

One of the most exciting aspects of Legacy Lock is its versatility. It’s a powerful tool for:

• New Advisors – It provides an additional value proposition, making it easier to get in front of prospects and build credibility quickly.
• Experienced Advisors – It enhances client service, strengthens relationships, and opens new revenue streams.
• LEAP Practitioners – Since estate planning naturally fits within the LEAP process, Legacy Lock is a seamless addition to an advisor’s service offerings.

The Future of Estate Planning for Financial Advisors

Advisors who want to differentiate themselves in today’s market must go beyond investment strategies. They need to offer holistic solutions that provide real-life security for their clients. Legacy Lock is that solution.

Thanks to Court Pitcher’s vision and Trent Fortner’s commitment to helping advisors thrive, more families are getting the estate plans they need, strengthening their businesses, and improving the industry.

For advisors looking to elevate their practice, there’s never been a better time to explore how Legacy Lock can be the next key offering in their business.

Ready to Transform Your Business?

If you’re an advisor looking to provide more value, close more clients, and increase your revenue, contact Trent Fortner to learn how Legacy Lock and his coaching programs can help.