For Financial Advisors & Wealth Managers
Their wills say who. Their notebook says where. You can hand them something better.
Your clients' lives are complicated. The wills, trusts, and POAs you help coordinate tell their heirs the get— but nothing about the where, the how, and the why. The family's actual map is a notebook in a drawer: insecure, out of date, probably incomplete. Recommending the finished answer is a service only you are positioned to provide.
New to Final Peace? Browse a filled-in sample kit — five minutes, no signup.
Can't hand out branded material? Recommend it instead.
Plenty of advisors are free to recommendsomething useful but not to distribute anything with a logo on it — theirs or ours. So we made a plain client-folder page for exactly that. It names no firm, carries no referral code, and states plainly that whoever handed it over receives nothing if the client buys one. It's our literature, not your marketing.
Print it, or send the PDF. Two sizes — whichever fits how your folders are put together.
Use these only if you take no compensation from us — the page says so in writing, and it needs to stay true.
A scene you'll recognize
A couple sits down across from you. One of them runs everything — the accounts, the passwords, the bills, where the papers are. The other couldn't name the bank if you asked. And maybe, lately, the one who runs it all is starting to slip a little.
We've all given the same advice in that meeting, because it was the best advice available: “Write it all down. Get one of those password notebooks and fill it out.”Now step back and look at what that notebook actually is once it's filled in: every account, every password, every valuable thing they own, in plain handwriting, in a drawer — readable by the aide who comes on Tuesdays, the housekeeper, the contractor, the son-in-law nobody quite trusts.
And even a safe notebook only ever holds the account numbers. It misses the half the family actually agonizes over: the personal notes, instructions for the collections, where the hidden valuables are, which necklace is the really special one — the what and the why behind the boxes in the closet.
Final Peace is that same good advice, finished properly: guided, plain-English, AES-256 encrypted on a self-contained USB key — behind your client's own code, ready for the family the day they need it. And for that exact couple, an emergency mode can open just the medical and bill-paying pages to one chosen helper, with everything else still sealed.
It tells clients something no statement ever can: their advisor is thinking about their family, not just their money.
What handing a client this kit actually does
It's a recommendation, not a giveaway
You're not handing out a branded pen. You're replacing the notebook in the drawer with something secure, complete, and built for the family — the same judgment you bring to their portfolio, applied to the part of their life no one was advising.
Your clients introduce you — from inside the kit
The built-in Share screen lets a client send a friend your business card with a pre-written note suggesting a meeting with you — a referral in one click. And the printable Heir Information Packet (safe to share, no passwords in it) puts your name and number in the hands of their adult children, attorney, and executor.
The Net Worth Snapshot makes you whole-picture
Clients document everything they own and owe — managed assets plus the real estate, collections, and cash you never see. You become the advisor of the complete picture, and the family inherits one clear page instead of a filing cabinet.
And yes — your name is there when it matters
Your office arrives pre-filled as “Who to Call” in every kit, and the Annual Review Calendar brings clients back into it monthly. The branding is real. It's just not the point — the service is, and the branding rides along on something worth being attached to.
The compliance conversation is refreshingly short
Final Peace is completely offline. The client's information lives on a locked USB drive in their home — it never touches the internet, never touches our servers, and never touches your firm's systems. There is no client data for your compliance officer to worry about, because neither you nor we ever hold any.
You are giving the client a tool they own outright. One-time purchase, no subscription, no ongoing relationship between your client's data and anyone's infrastructure. For security-forward firms, kits are available on hardware-encrypted drives with a PIN keypad on the device itself.
If you're comparing this with cloud estate platforms that offer advisor dashboards: those make you the user of their software. A branded kit makes you the name in the client's home— on the drive, on every screen, pre-filled as the family's first call. And when the moment comes, the family doesn't need any company's account recovery: the key and their two printed unlock codes are enough, whether or not anyone's servers — ours included — still exist.
Carries your brand
- ✓Your firm name, logo, and colors on the app and the USB drive
- ✓Your office pre-filled as the advisor in every kit
- ✓Your partner code on every kit for attribution
- ✓“Powered by Final Peace” shown or hidden — your call
- ✓Custom packaging and drive imprint available
- ✓Hardware-encrypted drive option for premium programs
Your clients receive
- ✓The complete guided organizer — ten sections from accounts to final wishes
- ✓Net Worth Snapshot with live-computed totals
- ✓Money Map & Bill Calendar — clients see what auto-pays from which account, and what would lapse if a card is closed
- ✓One change, everywhere — if a client's advisor or your firm name changes, update it once and it flows through the whole kit; the family's 'who to call' is never out of date
- ✓Two-key family access plus optional emergency mode
- ✓Ten plain-English guides, incl. the 2 AM Phone Call Kit
- ✓Senior-friendly design: large-print, high-contrast text in light or dark mode, no passwords to type
- ✓Nothing removed — the full product, under your brand
Start with a pilot, not a commitment
We'll build a sample kit with your firm's branding before you commit to anything — holding it is more persuasive than anything on this page. It's fully functioning — use it yourself, give it to your parents — then hand a small batch to clients you know well and watch what they say: the reaction to “my advisor thought of this” is the whole pitch. Custom branding starts at just five kits, and once kits are in client hands, the support is our job, not yours — updates, questions, and the family's big day all come to us. Quotes come from the founder within one business day, not a sales team.
Request your sample kitVolume pricing applies automatically. 30-day satisfaction guarantee.