Estate planning.
Embedded in wealth management.
Offer your clients a more complete wealth management experience, while cultivating relationships across the household and supporting long-term AUM continuity.
Without hiring attorneys or building an estate planning department.
01The opportunity
Your financial plan is only part of their family's plan.
Your advisory firm helps clients build and manage wealth. But legal ownership, beneficiary designations, incapacity planning, and inheritance determine what happens to that wealth next.
When estate planning is only an outside referral, completion and coordination can be hard to track. Relationships with spouses and heirs may not develop until after a major life event.
Embed the service. Coordinate the plan. Stay closer to the entire family.
02The embedded solution
Your firm remains the trusted advisor.
Bloodline™ powers the capability.
Own the relationship
Identify opportunities, introduce clients, and coordinate financial advice.
Power the service
Guided intake, document workflows, attorney review, and delivery coordination.
03Why it matters
Better client service.
A stronger business relationship.
Protect continuity
Engage spouses, beneficiaries, and future decision-makers before wealth transfers.
Serve the household
Coordinate the investments, ownership, beneficiaries, and family's intentions.
Surface new needs
Identify follow-up discussions involving insurance, retirement, liquidity, or succession.
Illustrative client scenario, not a claim of measured AUM retention or investment results.
04How it works
Three steps. One connected workflow.
Your team initiates the engagement. Bloodline™ coordinates the workflow. The engaged legal provider completes the legal work.
Introduce
Invite the client and view their progress from the partner dashboard.
Coordinate
Guide client intake, track milestones, and prepare the plan for legal review.
Deliver
Attorney-led review and document completion, with authorized insights for the advisor.
Watch the platform in action
05The complete partnership
More than software.
Everything needed to activate the offer.
Embedded infrastructure
Partner portal, onboarding, intake, plan workflow, authorized advisor insights, and reporting.
Legal delivery
Estate plan preparation, appropriate trust documents, attorney review, and delivery coordination.
Tailored marketing assets
Client communications, landing-page assets, educational slide decks, and campaign materials, with deliverables agreed before launch.
Illustrative bundled-service economics
Our recommended value-added service model.
Offer estate planning alongside your financial planning as one paid, comprehensive service. Your firm sets the client price.
- Your bundled offering
- $2,500
- Bloodline™ flat fee per plan
- −$500
- Remaining before your costs
- $2,000
Illustrative pricing only. Your firm sets its own fee. The remaining amount excludes your financial-planning, servicing, marketing, and other costs.
Bundled pricing and billing arrangements are subject to applicable attorney fee-sharing rules and advisor compliance review.
Compare annual and pay-as-you-go licensing in the dashboard. Sign in or register to access.
Ways we could launch together.
- Co-host a client webinar. Jointly promote an educational session, with your team covering financial planning and the legal provider covering estate planning.
- Create a co-branded offer. Agree on a clear client offering and supporting materials that connect your financial planning with estate planning services.
Optional collaborations, not included commitments. Scope, responsibilities, promotion and compliance review are agreed before launch. A broader family-office-style offering is a separate strategic discussion.
Start with a practical pilot.
A limited pilot may be offered to qualifying firms under mutually agreed terms. Experience the workflow with actual client matters, assess the client response, and determine whether to expand.
Pilot availability, eligibility, plan fees, service scope, and marketing assets are set out in firm-specific written terms.
06Next step
See how the partnership would work for your firm.
Access the dashboard to explore licensing options and resources. Pilot scope and commercial terms are agreed separately before launch.