PARTNER WITH ENDPLAN

$ trillion is changing hands. Stay in the room when it does.

The Great Wealth Transfer is the biggest client-retention event of your career. EndPlan gives advisers, banks, brokers, and law firms a zero-knowledge legacy vault to offer clients, deepening relationships now, and connecting you to the next generation before assets move.

Book a partner call

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passing to heirs and charities through 2048, the largest wealth transfer in history.

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of heirs leave their parents’ adviser after they inherit.

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of adults have no estate plan. Your clients need help you can now provide.

Why partners win with
EndPlan.

Retain across generations

A shared legacy vault connects you to heirs before the transfer, not after the funeral.

Solve a problem you couldn’t

Clients ask about crypto, passwords, and digital assets you have no safe way to hold. EndPlan fills the gap with zero liability, you never touch the secrets.

A reason to talk every year

The vault turns estate planning from a one-off task into a livingrelationship touchpoint.

Differentiate the practice

Zero-knowledge, post-quantum, open-source legacy planning is a premium service almost no one else can offer.

Three ways to partner.

Refer & earn

Recommend EndPlan; earn a recurring revenue share for the life of every account.

White-label

The vault, fully branded as your firm’s own. We run encryption, apps, and support behind the scenes.

Firm-wide seats

Cover your whole client base with bulk seats, a premium benefit that deepens loyalty.

Build for Industry

Wealth Managers

Keep families, and their assets, on your platform.

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Mortgage Advisors

The natural next step afterprotecting the house.

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Banks

A private-banking-grade digital service, under your brand.

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Lawyers

The living companion to every will you draft.

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Getting started takes days, not months.

01 Partner call

We align on the model that fits your practice and set commercial terms.

02 Onboard & brand

We configure your branded experience and train your team, no build required.

03 Introduce to clients

Roll out at reviews and onboarding with co-branded materials we provide.

04 Earn & retain

Recurring revenue, and a seat at the table across the transfer.

Security your compliance team will actually like.

Zero-knowledge: you carry no data liability

Post-quantum (NIST ML-KEM)

Open source & auditable

EU-hosted

Let’s protect your clients’ legacy, together.

Book a partner call

$ trillion is changing hands. Stay in the room when it does.

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