Your clients need succession plans. We make that easier.
Succession Plan gives your clients a living plan that stays current. You get a shared view of their plan, inside the platform, at no cost.
Free advisor seat.
See the full plan.
Create an advisor account for free. No credit card. When a client invites you, you see their plan: documents, assets, family members, and action items. You review on your schedule.
Client-controlled permissions.
Permissions are set by the client. They choose what you can see and what you can do. Every action is logged.
One plan. One shared view.
Your client's attorney, CPA, financial advisor, and insurance agent all see the same plan. No more outdated copies. No more playing telephone between professionals.
Attorney
Reviews documents for legal accuracy
CPA
Checks tax implications
Financial Advisor
Confirms the numbers work
Insurance Agent
Aligns coverage with the plan
When the client updates their plan, you see the changes. When you leave a note, the client and the rest of the team see it. The activity log shows who did what and when.
Referral program.
Eligible professional partners can refer families to Succession Plan and receive a flat commission per referred paid setup.
$50
per Essential referral
$299 setup
$100
per Complete referral
$699 setup
$200
per Concierge referral
$1,950 setup
A commission matures after the 30-day money-back window closes. Voided on refund. No commission on renewals, add-ons, or the $1,000 attorney visit.
Eligible partners
Attorneys and lawyers are permanently excluded from the referral program. This is required by professional conduct rules.
Payouts are processed through Trolley. W-9 and banking details are collected through Trolley's hosted onboarding. We never store your banking information.
Start the conversation.
When a client asks about succession planning, you can offer a concrete next step. Succession Plan handles the intake, document generation, and coordination. You stay in the loop. The client stays in control.
Succession Plan does not replace your role. It supports it. You review the documents. We keep everything organized between meetings.
Create your free advisor account.
No credit card. No commitment. See how Succession Plan works for your clients.
Get StartedQuestions? Call us. We are happy to walk you through it.