Multi Servicios 360 is not a law firm and does not provide legal advice.

How Tax Offices, Notaries & Insurance Agents Can Earn Extra Income
negociosMarch 5, 2026·3 min read·By Multi Servicios 360

How Tax Offices, Notaries & Insurance Agents Can Earn Extra Income

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The content of this article is informational only and does not constitute legal advice. Multi Servicios 360 is not a law firm. If you need advice specific to your situation, consult a licensed attorney in California.

Every week, clients walk into your tax office, notary, insurance agency, or real estate office with questions that go beyond your core service. A tax client mentions their mother needs a power of attorney. An insurance client asks about protecting their home for their kids. A real estate buyer wonders how to avoid probate.

Most professionals respond the same way: "That's not what I do." And the client walks out to find help somewhere else.

That's money leaving through your front door — money that could be yours.

The Opportunity Most Professionals Miss

California has over 3 million Spanish-speaking residents who need legal documents every year. Powers of attorney, living trusts, LLC formations, affidavits, travel authorization letters. Documents ranging from $49 to $999 — and most people don't know where to get them affordably, in their language, without waiting months for an attorney.

You already have the most valuable asset: your clients' trust.

You don't need to become an attorney. You just need to refer them to someone who does it right.

How the Partner Program Works

Multi Servicios 360 is a bilingual legal document preparation platform. We are not a law firm — we are self-help legal document software. Our partner referral system is straightforward:

1. One-time access fee — starting at $499 depending on your plan. No monthly charges as long as you meet the monthly referral minimum established in your 1-year agreement. 2. Get your exclusive referral link — a personalized link that tracks referrals automatically. 3. Client purchases on our platform — they use your link to complete the process online. 4. You earn commissions automatically — between 20% and 30% depending on your plan.

Who This Is Built For

  • Tax preparers — tax season is when clients talk about inheritance, business formation, and family. Perfect timing.
  • Notaries — many of our documents require notarization. There's direct synergy.
  • Insurance agencies — when someone buys life insurance, the next question is: what happens to my assets when I'm gone?
  • Realtors — homebuyers who want a living trust to protect their investment.
  • Immigration offices — clients who need powers of attorney, authorization letters, and more.
  • Medical offices — elderly patients who need healthcare directives or guardianship designations.

What You Can Realistically Earn

Realistic example with the Start Plan (20% commission):

| Document | Price | Your Commission (20%) |
|----------|-------|----------------------|
| General Power of Attorney | $299 | $60 |
| Living Trust | $599 | $120 |
| LLC Formation | $699 | $140 |
| Travel Authorization Letter | $49 | $10 |

With 200 clients per month and just 5% using your link: $800/month in additional income without changing your business. High-volume partners report $2,000–$5,000+/month.

Getting Started Takes Less Than 10 Minutes

  1. 1.Visit the partner program page
  2. 2.Choose your access plan (starting at $499 one-time — waivable based on volume)
  3. 3.Sign your 1-year agreement and receive your referral link
  4. 4.Start mentioning it to clients
No elaborate pitch required. Just: "If you ever need legal documents like a power of attorney or living trust, I have a link to get them done affordably in English and Spanish."

Multi Servicios 360 handles everything else: intake, document preparation, delivery, and client support. You just make the introduction.

Multi Servicios 360 is a document preparation platform — we are not a law firm and do not provide legal advice.

✅ Ready to prepare your document?

Complete the process online in minutes — in English or Spanish.

View Partner Program →

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