For Estate Planning Attorneys
The will says who. Your clients' families still won't know where.
The documents you draft are excellent. The gap is everything they were never meant to cover — accounts, passwords, policies, who to call. A Final Peace kit carrying your firm's name closes that gap as part of your service.
New to Final Peace? Browse a filled-in sample kit — five minutes, no signup, nothing to install. It runs in your browser.
Between the signing ceremony and the probate engagement
The estate plan gets signed, the folder goes in a drawer, and the client disappears for fifteen years. When the moment arrives, the family standing in the kitchen has questions no will answers: Which bank? What policies exist? What's the password to the phone that receives the verification codes? What did she want for her service?
The months they spend as amateur detectives happen in the space between your signing ceremony and your administration engagement — where you can't help them, and where their frustration quietly attaches to everyone involved in "the planning."
Someone is going to close the gap between "who" and "where" for your clients. It should be your firm — and it should carry your name.
How firms put it to work
The execution layer of every estate package
Hand a branded kit to every client at signing: “The documents say who. This is how your family will know where.” It positions the kit as an extension of your counsel — organizing what your documents govern — never a substitute for it.
Your firm becomes the family's first call
Your office is pre-filled as the attorney contact in every kit, and the printed Heir Information Packet — filed with the will, carrying your name — walks the family straight to the executor and to you.
A reason to stay in touch for fifteen quiet years
The built-in Annual Review Calendar brings clients back into a branded experience every month, and update-notification letters circulate your name through the family. The drawer file never calls your office. This does.
A smoother administration when the time comes
Families arrive with accounts, policies, contacts, and wishes documented — a one-page net worth picture, and a Money Map of what's paid from where. The engagement starts with an inventory instead of an archaeology project.
Built to professional standards
Everything the client documents lives on a locked drive in their home — completely offline, never on our servers or yours. Family access requires the two unlock-code holders together (commonly a family member and your firm), and an optional emergency mode covers incapacity, not just administration: medical directives, insurance, and bill-paying details available to a single code holder while everything else stays sealed.
The printed materials your client distributes — the unlock-code cards, the Heir Information Packet — are designed to contain no passwords and no account numbers. They are professional documents your firm can be comfortable having its name on, because we built them expecting exactly that.
To be precise about what this is: a more complete client file and a smoother administration — practical infrastructure, not legal advice and not a representation about liability. Your letterhead deserves that candor.
“My firm doesn't allow USB drives.”
Good. That's the right policy for an office holding client files, and nothing here asks you to change it.
You never plug one in.The drive lives at your client's house, and they fill it in themselves at their own kitchen table. Nothing touches your network, nothing is installed on a firm machine, and no client data passes through us — the kit is offline by design, which is the whole point of it.
Your part is only ever the recommendation. If you want to see exactly what your client would be working with, click through a filled-in sample kit in your browser — no download, nothing saved.
And if your firm restricts what you can hand a client, we make a plain one-page sheet carrying our name and not yours, so it doesn't need to clear anyone's compliance review: the one-page client sheet (PDF).
See one with your firm's name on it
We'll build a sample kit under your branding before you commit to anything. Offer it with your next few estate packages and watch what changes — what clients say at signing, and who the family calls first. Custom branding starts at just five kits, and quotes come from the founder within one business day.
Request your sample kitVolume pricing applies automatically. 30-day satisfaction guarantee.