Help clients prepare the people who may need to act and improve the family’s ability to use the advice, documents, policies, and plans you already provide.

Integrate estate readiness. Strengthen relationships. Deliver lifetime value.

WHY ORGANIZATIONS PARTNER WITH US

Next of Kin Plan helps families complete and execute next-of-kin plans with confidence.
You retain clients, deepen relationships, and grow value across generations.

SOLUTIONS FOR EVERY PARTNER TYPE

We tailor each partnership to your organization’s needs.

Give your clients benefits their employees will actually use. Estate readiness delivers peace of mind and shows employees you prioritize what matters most. Implementation is effortless.

Ensure your clients’ families are truly prepared. Estate readiness organizes the information families must have so they can take action confidently. Strengthen multigenerational relationships and position yourself as the advisor families rely on during critical moments.

Complete your clients’ planning by ensuring their families can actually execute it. Next of Kin family readiness bridges the gap between documents and action, giving families clarity during emergencies and preserving the work you’ve helped them build.

Provide your employees with meaningful peace of mind. Next of Kin family readiness helps families know exactly what to do when needed most. Whether fully covered or subsidized, it's a benefit that supports the whole family and strengthens workplace loyalty.

Partner With US

We work with advisors, law firms, benefit platforms, and employers to help families stay organized for life’s most important moments. Share your information and our partnerships team will reach out to explore fit.

Disclaimer: Next of Kin Plan provides tools for informational and organizational purposes only. We do not provide legal, tax, financial, or medical advice. Some external legal templates are linked solely for convenience and are not reviewed or endorsed. No attorney-client relationship is created.