Your Clients Have Estate Plans. Their Families Need Execution Plans.
We help your clients organize the essential information families need to act confidently: bank accounts, documents, passwords, contacts, and what to do first.
Your clients can complete their plan in 90 minutes.
The Execution Gap Your Clients Face
Even with estate plans, families struggle with execution:
Why Financial Advisors Partner With Us
The Next of Kin Plan gives your clients:
“I watched families with million-dollar estate plans spend weeks searching for passwords and account details. The planning was perfect, but the execution was broken. An that's the gap we're closing.”
— Kay Richardson-Nelson, Founder | CEO
What exactly does Next of Kin Plan do for my clients?
A: We organize the critical information families need to act confidently during major life events — accounts, passwords, documents, insurance, contacts, and step-by-step instructions. We make estate plans executable.
Is client information secure?
Yes. We use secure cloud storage and strict access permissions. Advisors never see client passwords or sensitive login details.
How long does it take clients to complete their plan?
Most clients finish in 90 minutes. It’s designed to be fast, guided, and effortless and even for less tech-savvy families.
How do families get access?
A: Clients choose who to share information with (spouse, children, executor, advisor, attorney). Access is role-based and controlled by the family, not the advisor.
Is there any extra work for me or my team?
A: No. We handle onboarding, support, and client guidance. Advisors don’t need to manage documents, data, or client progress. *Some advisors set up the accounts for clients.
What does it cost?
A: Pricing is flexible depending on volume and use case. You can license it as a benefit for your clients or direct them to use it individually.
Does this replace estate planning or attorneys?
A: No. We complement estate planning by organizing the practical information families need to carry out the plan. Attorneys handle documents; we handle execution.
Ready to Partner? Get In Touch.
Partner With US
Partnering with Professionals
We help advisors and planning professionals deliver real-world estate readiness. When plans need action, families know what to do. Share your details and our partnerships team will reach out.
Disclaimer: Next Of Kin Plan is not a law firm, and we do not provide legal, tax, or financial advice. The tools, resources, and information available through this platform are intended for general informational and organizational purposes only and are not a substitute for professional legal counsel. No attorney-client relationship is created by using Next Of Kin Plan. We encourage you to consult with a licensed attorney, financial planner/ advisor, or tax professional for personalized advice and services related to estate planning or other legal matters.