$124 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.
$124T
passing to heirs and charities through 2048, the largest wealth transfer in history.
70-80%
of heirs leave their parents’ adviser after they inherit.
55%
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.
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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
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White-label
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Firm-wide seats
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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.
