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Use EnduringWishes to help your clients, employees and their families safeguard their assets. We partner with Financial Advisors, Estate Attorneys, Insurance Companies, and Funeral Homes to help create an integrative and humanized solution for peace of mind.
Help at-need families create directives and funeral wishes within minutes. Safeguard their memories, desired burial spots, caskets, and how they’d like to be remembered.
The EnduringWishes Digital Vault for Funeral Homes allows your clients to organize their final wishes and preferences in one place, and leave an enduring legacy for their loved ones. Store and share photos & videos of meaningful moments. Protect important documents such as wills, trusts, power of attorney, insurance contracts, advance directive orders, passwords, and more. Assign deputies, such as trusted family members, friends, and lawyers.
Offer your clients a safe, easy, and accessible way to manage their estate and financial plans. Creating a digital legacy plan for your clients can strengthen your client relationship.
By implementing EnduringWishes, your clients can organize, centralize, and store all their vital estate plan their families, heirs, accountants, and attorneys can use in the future. In addition, your clients will be able to eliminate gaps in any estate and legacy planning. Help your clients keep track of their finances, bank accounts, cryptocurrencies, investments, loans, pensions, retirement funds, and child’s college funds. Store and share important documents such as wills, trusts, power of attorney, and estate plans.
EnduringWishes digital vault makes it easy for your clients to store, and assess their medical records and insurance coverages. Help your clients to manage and keep track of their life insurance, health insurance, disability insurance, long-term care insurance, and burial & funeral insurance policies.