Partner Program
Offer your clients peace of mind.
Volume pricing available for estate attorneys, financial advisors, CPAs, insurance professionals, and other service providers who want to offer digital estate planning to their clients.
Apply to become a partnerWho this is for
Professionals who serve clients planning for the future.
Estate Attorneys
Give every client a tool to document their digital estate alongside their will and trust. Integrates naturally into your existing workflow.
Financial Advisors & RIAs
Digital assets are a core part of every client's estate. Give them a structured way to document and protect their digital financial life.
CPAs & Tax Professionals
Help clients organize what you need for final returns, step-up in basis calculations, and Form 1041 estate income tax returns.
Life Insurance Professionals
Every client who purchases a policy should document their digital estate. The natural conversation after the policy is signed.
Trust Companies & Wealth Management
Offer Passed Plan as part of your comprehensive wealth management service. White-label options for enterprise partners.
HR & Employee Benefits
Digital estate planning as an employee benefit — as meaningful as life insurance but dramatically underrepresented in benefits packages.
Also: Elder law attorneys · Hospice providers · Funeral homes · Divorce attorneys · Nonprofit planned giving departments
What partners get
Volume pricing
Discounted access for your clients at volume. Pricing scales with your practice. No minimum commitment.
Branded experience
Your clients see your firm's name alongside Passed Plan. White-label options for enterprise partners.
Dedicated support
A dedicated partner success contact. Onboarding support for your team. Co-marketing opportunities.
Revenue sharing
Qualifying partners earn revenue for every client who becomes an active Passed Plan subscriber.
How it works
Apply
Tell us about your practice. We respond within 2 business days.
Get set up
Onboarding materials, client-facing resources, and your partner dashboard.
Refer clients
Dedicated signup page with your firm's branding, or integrate into your workflow.
Grow together
Track referrals, access volume pricing, and co-market to your client base.
Apply to become a partner
We respond within 2 business days.
Trusted by estate planning professionals
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“Testimonial coming soon.”
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Ready to offer your clients more?
Volume pricing available for qualifying organizations.
Apply to become a partner