Extend the Estate Plan Beyond the Signing Table.
Your client understands the estate plan. Their family doesn’t.
THE PROBLEM
The Estate Plan Is Finished. The Questions Aren’t.
Your client understands the plan because they were part of the process. Their children often weren’t.
Who is the executor?
Where are the important documents?
Who should we contact first?
What accounts or property should we know about?
What did Mom and Dad want us to understand?
What happens if someone becomes incapacitated?
Who was their attorney again?
Your team becomes the default help desk for family members trying to understand an estate plan.
Non-billable support — family questions consume valuable staff time.
Repeated questions — firms answer the same basic questions again and again.
Poor scalability — every completed plan creates future support obligations.
Weak next-generation connection — support happens without building a relationship.
THE SOLUTION
Meet HavenPassport: The Practical Companion to the Estate Plan
HavenPassport helps estate planning firms extend their service beyond document signing by giving clients and their families a clear, organized place to understand the estate, find important information, and know what to do next.
HOW IT WORKS.
Help your clients prepare their families with more than documents alone.
A simple, guided process that helps your clients capture, organize and share what their family will actually need that stays current over time.
Ready to offer HavenPassport to your clients?
Tell us about your practice and we'll set up a short call to walk through branding, pricing, and how your clients get started.
