For Wealth Managers & Financial Advisers

When your client passes, will their heirs stay with you?

Most advisers lose the relationship the moment assets move to the next generation. A shared legacy vault is how you stay in the room, trusted by the family before, during, and after the transfer.

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$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.

The adviser who organizes the legacy keeps the family.

Heirs don’t leave because you underperformed. They leave because they never knew you. EndPlan changes the introduction: the client builds their vault with your guidance, names their heirs as recipients, and adds you as a trusted advisor. On the hardest day, you’re not a stranger calling about paperwork, you’re the person who helped prepare everything they’re now holding.

A premium legacy vault,
under your brand.

Zero-knowledge & private

Neither you nor EndPlan can read a client’s vault. Provide the service without ever holding the liability of their secrets.

Trusted contact release

Cients decide who gets access and when; the liveness mechanism releases it automatically. No court order, no scramble.

Fits yourpractice

A natural extension of the estate conversations you already have. Adds value at reviews, not workload.

Built to be trusted

Open-source, post-quantum encryption you can point sophisticated clients to with confidence.

Where EndPlan fits in your year.

At Onboarding

Vault setup as part of the fact-find, a warmer conversation and a fuller asset picture.

At Annual review

An up-to-date estate map makes estate-readiness a standing agenda item, value at every meeting.

At the transfer

Heirs meet you inside a tool their parent chose, organized, verified, and ready.

Simple to offer. Built to reward you

01

Refer & earn

Recommend EndPlan to clients and earn a recurring revenue share for the life of every account.

02

White-label

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

03

Firm-wide seats

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

04

Sell to companies

Introduce EndPlan as an employee benefit to your corporate clients, and earn a recurring revenue share on every company deal.

Let’s protect your clients’ legacy, together.

Book a partner call

When your client passes, will their heirs stay with you?

$124T

70-80%

55%

The adviser who organizes the legacy keeps the family.