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The Inter Vivos approach is to offer unique planning packages and affordable payment plans to clients who would normally settle for a lower cost and generally inferior alternatives. The firm plans to employ proven marketing techniques and approaches never before marketed by significant players within the industry to establish a reputation before the rest of the industry catches on. Through a combination of affinity marketing, social media advertising, and strategic referral partnerships the firm hopes to influence not only early adopters, but also other established professionals to further utilize and propagate marketing tools released by the firm to help educate and inform consumer groups on their need for adequate planning.

Inter Vivos gives its members the marketing power, reputation management and operational resources of a large nationwide firm but allows them to operate independently. Members still have their freedom but can tap into a large number of resources that only come from a well- ran firm focused on the overall strategy and market position of the brand.

The efforts have already proven effective. As of 2017, Inter Vivos has developed a network of thousands financial professionals across the country, many of which refer clients on a regular basis to the firm. Inter Vivos has developed unique tools to make planning easy and affordable for simple situations as well as an infrastructure and system of credible sources to empower its attorneys with the knowledge to handle even the most advanced planning scenarios.

In short, the reasons to join Inter Vivos are:
  1. Enhanced Credibility for your practice- as you work with specialists in over 24 areas of planning to offer more comprehensive services to your clients.
  2. Enhanced Reach- as you are empowered to represent clients in multiple states through in-house co-counseling relationships.
  3. Enhanced Profitability- as you reduce your overhead through having access to firm resources and focus efforts more fully on what makes you profitable.
  4. Enhanced Leverage- both for marketing through multiple and extensive opportunities provided through the firm as well as leveraged buying power that comes through working collaboratively​ in a group with like-minded professionals.
Referral Attorney
Ideal Candidate: A licensed attorney in good standing, engaging in general practice or a separate practice area on a solo basis or within a firm that does not handle Estate Planning/ Probate matters
Expectations:
  • To have a basic general understanding of estate planning solutions so as to identify client need and refer them to specialists within the firm
  • To recognize the limits of their own expertise within matters handled by the firm and refer any and all matters outside of their own skill level to a knowledgeable attorney practicing within the firm who can properly service the client’s need
Compensation: Generally, 20% of fees paid by client in return for performing the initial intake and consultation with the client
Job Description: A referring attorney is one who is not expressly affiliated with the firm, but rather chooses to establish an exclusive referral relationship with the firm for practice areas handled by the firm. In this sense a referring attorney becomes more of a strategic referral partner than anything else. As a referring attorney, the attorney is paid on a case by case basis, has no access to membership benefits provided by the firm and consents to standardized co-counsel arrangements within the firm for all work performed by the firm. As a referring attorney, any clients handled by the firm are clients of the firm member co-counseling with the referring attorney and the referring attorney cannot receive referrals from internal client generation efforts. Recruiting of a referring attorney may be done by any managing attorney.
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Of Counsel Attorney
 Ideal Candidate: A licensed attorney with at least 5 years of specialized experience in practice areas handled by the firm. If still practicing within a firm or otherwise, then authorized to co-counsel and/or affiliate themselves publicly with Inter Vivos as a firm.
Expectations:
  • To assist with questions, support, client matters within their area of expertise by members of the firm
  • To adhere to the standard co-counseling rates set by the firm
  • To advise, give feedback to, and support the firm’s management board
Compensation: Generally, 20% of fees paid by client in return for performing the initial intake and consultation with the client or 40% for work performed on a client matter pursuant to a co-counsel arrangement with a member attorney
Job Description: An Of Counsel Attorney is one with experience in the industry who wishes to affiliate himself with the firm on less than a full time basis. Of counsel attorneys are available to co-counsel on cases with firm members and have access to benefits of membership in the firm without actually holding any membership interests or voting rights. An Of Counsel Attorney divides revenues with the firm only for work performed through the firm and is not bound by the same non-competition agreement that members are.  Hiring of Of Counsel Attorneys may be done by a member of the executive board.
Associate Attorney
​Ideal Candidate: A licensed attorney in good standing, interested in establishing either a virtual practice or a part time practice specializing in practice areas handled by the firm, while lowering their overhead and benefiting from a larger firm backing and resources.
Compensation: Generally, 60% of fees collected from client for worked performed, if under probationary status. If a specialist attorney then generally 70% of fees collected from client for work performed.
Expectations:
  • To follow firm procedures and uphold standards of professionalism in their practice
  • To protect and foster good relationships both with referral sources and between referral
    sources and their clients
  • To put client’s needs and concerns above monetary gain and maintain an ethical practice
  • To put success of the firm above individual profit/ successes
Job Description: An associate attorney is either hired by the firm as a whole by a member of the firm. Associate attorneys may become full members of the firm provided that they meet the requirements set forth in the membership process section above to any and all benefits of the firm including generation. Any clients engaged by a member attorney are their clients and any referral relationships established by the member attorney are theirs as well. Therefore associates are expected to engage in regular marketing efforts to find and service new clients in addition to receiving work from the firm.
They are also encouraged to provide pro bono representation as needed and to promote the firm brand
and culture both in and out of the office. Any benefits and responsibilities of associates hired by member attorneys for their own practices may be altered or changed by the member attorney subject to the limitations included in any agreements between the member and the firm.
Managing Attorney
Ideal Candidate: A partner or managing attorney from a small to mid-sized practice with experience in practice areas handled by the firm interested in owning and managing an independent office under the firm’s brand/ umbrella.
Compensation: Generally, 70% of fees collected from client for worked performed, subject to costs of
running their own office, as well as a management fee collected by attorneys assigned to them (generally 10-20% for each member attorney).
Expectations:
  • To manage an independent office conforming to firm systems and procedures
  • To share insights, forms, expertise, and etc. with other members of the firm as requested
  • To preserve the brand and integrity of the Firm as a whole
  • To ensure that attorneys working out of their office protect and foster good relationships both with referral sources and between referral sources and their clients
  • To ensure that attorneys working out of their office put client’s needs and concerns above monetary gain and maintain an ethical practice
  • To put success of the firm above personal gain/ profits
  • To ensure that attorneys working out of the office adhere to high standards of professionalism
  • To represent their office at all times as a member of the firm under firm branding
Job Description: A managing attorney is also a limited partner of the firm. Managing attorneys run their own office location as part of the firm and are expected to manage their offices in conformity to systems and standards set out by the firm. A managing attorney may build equity in their office and may receive profits generated from the office pursuant to the arrangement they have with attorneys within the office. A managing attorney may also become a general partner of the firm by nomination of a general partner, unanimous consent of general partners, and ratification by the firm membership at the annual membership meeting.

Advisory Board
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Glen Wagstaff
​After working in the financial and estate planning industry for over 3 years, Glen Wagstaff graduated from the J. Reuben Clark Law School in 2013 and was accepted to the Utah Bar. Glen’s experience in the financial industry has given him a unique perspective on law practice marketing and a valuable insight into working with advisor referral sources. As the firm’s principal founder and driving force, Glen has developed a vision for Inter Vivos over two and a half years of brainstorming and practicing within a boutique estate planning firm in Salt Lake City.
When it became apparent that the firm was not ready to implement the strategies
had been developing over the previous two years, Glen decided to make his vision a reality by starting a separate practice. Inter Vivos is the result of his ongoing planning and commitment to developing the single most recognized brand in the estate planning industry and making proper planning accessible to every family, no matter their circumstances.
Michael Babikian
J. Bruce Reading
Gary Adam Davis
Scot Hymas
Cory Williams
Gary Welch

Products/ Services
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Consultations
The most value a client receives from meeting with an experienced attorney is often in the first half hour of consultation with them. While many estate planners offer free consultations, this incentivizes shopping around for the best price or the attorney avoids giving away too much
information during a consultation. Inter Vivos PLLC, plans on charging a consultation fee in return for a productive and informative consultation experience. Any fee for consultation can be credited to a client’s overall plan when the client chooses to engage the firm for services. Attorneys at the firm may choose to waive the fee if a client comes to them as a referral from a trusted referral source. In addition, the firm plans to offer free group consultations on a regular basis. Otherwise, the following table reflects the firm's fee structure.
Consultation fees generally range from $200-$300. 
Stand Alone Basic Document Sets
These packages address a specific client need and may be offered as a standalone set to supplement an existing estate plan or as an add-on to a client’s full estate plan. 
​These Document sets are generally $300.
Basic Estate Planning
The firm’s intention for every client is to give them a personalized plan for their situation, which is likely to address a client’s most important needs at the most affordable price. The firm will not offer a lower cost planning option to a client whose situation requires a more complete solution. The following are guidelines for what a client can expect from product packages.
Specialty Estate Planning
Higher end or specific trust planning strategies generally require the creation of additional entities. These may become standalone plans or add-ons to a complete estate plan. The majority of specialty options are irrevocable trusts which address particular client needs requiring a new, separate trust or entity not includable in a comprehensive revocable living trust plan. If a client chooses a specialty plan option as an add-on to a comprehensive plan, a discount of up to $500 may be credited toward their overall fees.
Niche Estate Planning
Business Formations
Court Filings

Membership Opportunities

Membership Process
The firm hires all member attorneys as 1099 independent contractors. Any and all benefits offered by the firm to the membership at large will be on an opt-in basis. New firm members will be required to submit to a list of requirements for membership in the firm, including:
  • Authorizing the firm to perform a background check prior to their employment.
  • Commit a share of all revenues to the firm, initially 40%, during a one year probationary period, and will to decrease to 30%.
  • Complete and sign the firm’s Independent Contractor Attorney Agreement.
  • Agree to market no more than one additional practice area of focus beyond the practice areas
    marketed by the firm during membership in the firm.
  • Submit to a nondisclosure agreement included in the membership contract which has a
    survivability clause beyond termination of the contract.
  • Submit to a non-solicitation agreement included in the membership contract which has a survivability clause for 6 months beyond termination of the contract.
Compensation Structure
The firm hires all attorneys as independent contractors. As independent contractors, each attorney earns the totality of fees paid by a client subject to the firm’s portion pursuant to the firm’s employment
or membership agreement with the attorney. On any given case however, an attorney can choose to either: handle the case by themselves, co-counsel with another member of the firm, co-counsel for purposes of review only, or hand off the case to another member of the firm.
Benefits
  • Firm Branding
  • Brand Awareness
  • Member Blog Sites
  • Product Packages and Product Development
  • Advisor Network of Thousands of Advisors
  • Virtual Office Space
  • Practice Management Solutions
  • Coaching and Follow Up
  • Co-Counsel Arrangements
  • Outsourcing/ Back Office Options
  • In Office Printing/ Copying
  • Rates and Fee Charts
  • Phone System with Dedicated extension
  • Merchant Processing
  • A Strong Online Brand Including SEO
  • Multi-State Practice Opportunities
  • Supply Inventory
  • Client and Group Presentations
  • Marketing Materials Direct to Or
  • Infographics
  • Sponsorships/ Event Booths
  • Multiple Firm-wide Drafting System
  • Access to Form Libraries
  • Access to Online Client Platform Solutions
  • Firm-wide Social Media Marketing
  • Multiple Social Media Outlets
  • Access to Firm Bonus Pools and Contests
  • Quality Control Systems
  • Co-authoring Opportunities
  • Access to Supplemental Health Insurance Options
Special Membership
The executive board may qualify any new member for special membership provided that it justifies the reasons for doing so to the membership in writing and the membership ratifies the decision at the next annual membership meeting. Essentially special membership allows a new attorney to jump ahead to benefits as a full member of the firm.