If you're a life insurer, estate planner, financial adviser, or employer, Estate Untangled can sit alongside what you already offer — a benefit for your customers, clients, or team that keeps working long after the paperwork's signed.
Whatever the relationship is called — policyholder, client, employee — the same gap sits underneath it: a will covers assets, but almost nothing covers the everyday paperwork of a life. That gap is where this fits.
A policy pays out once. Estate Untangled gives you a reason to be useful in between — and a smoother, less confused claims process when the time comes, because the information a beneficiary needs is already organized.
A will or a power of attorney is a snapshot in time. This keeps the practical detail around it current between the meetings you have with a client — so the document you drafted still matches reality when it's needed.
You already have the conversation about "what happens if." This gives that conversation somewhere to live — a place clients can actually keep the answer, instead of a note in a file only you can see.
Alongside a pension or life-cover benefit, this is the practical companion — helping an employee's family know what to do, without HR having to become the ones who explain it.
Nothing watered down for a partnership — the full guided setup, kept current over time.
Property, financial accounts, insurance, digital accounts, legal documents, and personal wishes — worked through topic by topic, in plain language.
Account numbers and sensitive details are encrypted separately from the rest of the file, released only to a named, verified executor.
Short prompts that catch what's changed, so the file is still accurate whenever it's actually needed.
For a family facing it right now — a step-by-step task list for their jurisdiction, not a guided setup they don't have time for.
Read the full walkthrough, including how the encryption works →
Most contact with a client happens at renewal, review, or a life event. This gives you a legitimate reason to be useful in the quiet months in between — without it feeling like a sales touchpoint.
When a claim or an estate is actually being handled, confusion and missing information are what slow everything down. A family who already has their information organized moves through that process with fewer delays and fewer frustrated calls to you.
Most competitors offer a product and a policy document. Very few offer an ongoing, practical benefit that a customer's family actually notices and uses.
We handle the guided setup, the reminders, and the support. Your customers use it; your team doesn't inherit a second product to maintain.
A short call about who your customers are and what would actually help them — not a pitch deck.
A referral link, a code, or a co-branded page — whatever's realistic to start with, not a big integration project.
Guided setup, reminders, and support are on us. Your customers use it; you don't staff a second product.
A plain-language update on how it's being used — not a dashboard you have to learn.
We're an early, hands-on team — a partnership right now looks like working directly with you to get the rollout right, not a self-serve enterprise platform. That's deliberate: better to get it right for a handful of partners than half-build it for a hundred.
Tell us a bit about your organization and we'll be in touch to talk through how a partnership could work.