Let’s make estate planning accessible for everyone.
Better serve your members, employees, or customers by offering a complete, simple, and affordable estate planning solution.
Who We Partner With
We'll build a tailored package to meet your needs.
Financial Institutions
Banks and credit unions seeking to enhance member value can partner with us to provide impactful benefits. Whether you’re looking to offer free or discounted estate plans, we’re here to help you make it happen.
Employee Benefits
Offer your employees the peace of mind they deserve with access to simple, affordable estate plans. Whether you choose to cover or subsidize the cost, we’ll help you create a meaningful benefit that enhances well-being and strengthens your workplace.
Insurance
Give your policyholders added peace of mind by including our estate plans as a rider. Whether bundled or optional, this valuable addition strengthens your coverage and builds trust with your clients.
Nonprofits
Empower your supporters to leave a lasting impact. Our estate planning solutions make it simple for them to include meaningful bequests, ensuring their values live on through your mission.
Partner With Us
Partnering with Leading Organizations
Our partnerships provide even more Americans with simple, affordable, inclusive estate planning. Complete the form below and a member of our team will reach out if there's a fit.
Member Reviews
We’ve helped over 1M people secure their legacies!
The site was easy to use and navigate. Staff responded quickly to questions, the process was straightforward, and having an ...
Barri Ellen Carian
May 16, 2025
It was easy to do
Patricia Anne Lorimer Anne Lor
May 16, 2025
Easy to do. Expertise on the spot when needed.
THOMAS SCOTT WRIGHT
May 16, 2025
worked with me until I understood and got it done
roger
May 16, 2025
