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.
The Partnerships Platform, Powered by EstateOS
Integrate estate planning. Unlock lifetime value.
EstateOS turns estate planning into a scalable growth driver—helping you engage customers, retain relationships, and grow revenue across generations.
Deepen customer engagement.
- Offer estate planning in the moments that matter most.
- Trigger personalized actions at key life events.
- Offer wills and trusts to differentiate your customer value proposition.
Gain strategic insights at scale
- Employ estate planning to receive information on how to better serve your customers.
- Uncover useful data housed on the EstateOS platform.
- Access to unique insights only available through estate plans.
Drive meaningful value at a low cost
- Turn estate planning services into a revenue growth engine.
- Monetize referrals and estate plan upgrades.
- Unlock cross-selling opportunities tied to legacy planning.
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.
