Many people avoid advisors or attorneys simply because they’re disorganized or embarrassed. Our programs eliminate that barrier.
When we remove the chaos, families are MUCH more willing to take action with a trusted professional.
Clients often ask us, “Who do you recommend?”
We only recommend partners we genuinely trust.
Your brand becomes part of a compassionate movement helping families find clarity, peace, and direction.
We help families:
Gather the right information
Understand what professionals do
Organize documents and accounts
Build confidence
Reduce confusion
Clarify next steps
This means by the time a family is ready to engage with a professional, they are actually prepared to do so.
When families understand what they need, they show up ready to talk.
No more explaining basics for an hour — they arrive with organized information.
Families who complete our programs are significantly more likely to:
finalize an estate plan
update beneficiaries
hire an attorney
work with a financial advisor
file or update insurance documents
complete tax-related transitions
Families who “weren’t ready yet” become ready — and they remember who was in their corner.
Families feel safer taking the next step when a nonprofit they trust provides a warm referral.
Host a workshop
Provide resources to your clients
Co-sponsor materials
Participate in educational events
Share tools inside your practice or organization
Offer your expertise to our planning education
To protect the families we serve, all recommended partners must agree to:
Ethical practice standards
Clear communication
No conflict-based or fear-based sales
Respect for the vulnerability of families in transition
Maintaining their credentialing and legal compliance
Transparency in fees
Supporting families with dignity and compassion
This ensures our families receive trusted, reliable support — and your reputation is strengthened through association.