Your Clients Have Estate Plans. Their Families Need Execution Plans.
Even the best legal documents can’t help families if they don’t know where anything is.
We help your clients organize the practical details needed to carry out their estate plan—
bank accounts, passwords, policies, contacts, and instructions.
Your clients arrive organized. Your intake takes minutes, not hours.
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The Execution Gap Your Clients Face
Even with estate plans, families struggle with execution:
Why Estate Attorneys Partner With Us
The Next of Kin Plan gives your clients:
“Most families aren’t undone by the estate documents. They’re undone by the missing passwords, accounts, and practical details. We close that gap so your legal work actually gets executed.”
— Kay Richardson-Nelson, Founder | CEO
How does Next of Kin Plan complement my estate planning work?
A: We help clients assemble the practical information families need to carry out the plan: bank accounts, passwords, insurance, digital assets, and instructions. You handle the legal strategy; we help ensure it can actually be executed.
Is client data secure?
Yes. We use bank-level encryption, secure cloud storage, and role-based permissioning. Attorneys do not see passwords or sensitive login information unless the client provides access.
Does this replace my legal services?
Not at all. We are not a law firm. Instead, we strengthen the execution of your legal documents and reduce downstream family complications.
How long does it take clients to complete their plan?
Most clients complete their execution plan in 90 minutes, guided step-by-step.
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.
Do I have to support or manage client onboarding?
A: No. We handle onboarding, support, and client guidance.
How does this reduce risk for my firm?
A: When families can’t find bank accounts, passwords, or policies, they often blame the attorney. Our system helps prevent avoidable confusion and keeps your documents from being “blamed” for execution failures.
How does this help my practice grow?
A: You become the attorney who helps families not only draft a plan but execute it. This strengthens referrals, increases client satisfaction, and secures long-term relationships across generations.
Can this be used for both simple and complex estates?
A: Absolutely. The platform works for simple wills, blended families, high-net-worth estates, digital asset-heavy estates, and complex trusts.
Ready to Partner? Get In Touch.
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Partnering with Professionals
Our partnerships help families organize the critical information needed to execute an estate plan. Complete the form and a member of our team will reach out to explore a fit.
The Family Readiness Platform
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.