Partner with us.

Better serve your members, employees, or customers by offering a complete, simple, and affordable estate planning solution.

We’re proud to be partnering with leading organizations across America.

How can we help?

We partner with all types of organizations to bring value to their members, employees, and customers. Our programs are tailored to align with your business goals—whether that is to offer unique value to your members or drive revenue to your organization. We empower people to take control of their futures through estate planning.

Partner with Us

“Helping our customers reach their financial goals is very important to us. We want to provide access to easy-to-use digital tools to protect their money, prepare for their future, and plan for the long-term well-being of their families"

— Howard Hammond, Head of Retail Banking & Brokerage Distribution, Fifth Third Bancorp

WHO WE PARTNER WITH

A tailored package to meet your needs.

Financial Institutions
Banks and credit unions interested in providing added value to their member base. Whether you want to offer members free or discounted estate plans, we can support your initiative.
Employers
Companies looking to offer their employees a differentiated financial wellness benefit. Show your employees you care about their long-term wellbeing by providing an affordable, accessible estate planning solution.
And More
We welcome conversations with all types of organizations including affinity organizations, life insurance providers, other Fintechs, and nonprofits. The possibilities are endless!

Partnering with leading organizations.

Our partnerships provide even more Americans with simple, affordable, and inclusive estate planning.

The most trusted name in online estate planning.

We’re proud to be a category leader in estate planning on Trustpilot. Don’t take our word for it, check out what our members have to say about us.

How it works

Take it one question at a time.

We’ll walk you through everything you need to do one question at a time. Our expert team is standing by to ensure that you create a perfect, customized Estate Plan to meet your needs. Most people complete everything in about 15 minutes.

Partner with Us

Offering a unique, one-of-a-kind partnership.

Get Started

Safety & Compliance

We are SOC 2 Certified and take security seriously. Our commitment to partners and members is rock solid.
Promotion & Impact Reporting

Up to date impact reporting, custom marketing, and dedicated account management team.
A Tailored Estate Planning Solution

A solution built for your needs. Whether it’s subsidized or discounted Estate Plans for your members.