Give clients a real answer to the question every review eventually reaches.
MyLegacyLivesOn's partner network is open to financial advisers, estate attorneys, fiduciary specialists, and wealth managers who want a concrete next step for clients — plus recurring referral income for as long as they stay active.
Built for the professionals your clients already trust
Why advisers join
A concrete next step for every review
When estate readiness comes up, hand clients a working tool instead of a to-do list — a checklist, next-of-kin coordination, and an automated safety net, not another document to lose track of.
A reason to reconnect between reviews
Check-in reminders and a story page clients actually update give you a natural, non-salesy reason to stay in touch — not just at renewal time.
Recurring referral income
Earn a share of every client's subscription for as long as they stay active, plus a one-off share on the one-time Legacy plan. See the numbers below.
The tool you actually share
Open with the client's problem, not our platform
The Family Continuity Check is a free, 2-minute assessment — ten questions, a "Continuity Score" at the end. Send it to a client instead of pitching software: they answer honestly about their own situation, see exactly where the gaps are, and MyLegacyLivesOn becomes the obvious next step instead of a sales pitch. Sent through your referral link, it's attributed to you the same as any other signup.
Try the Continuity CheckWhat clients deal with today
Clients treat a signed will as the finish line — the logistics around it never get tracked.
No one actually confirms whether next of kin know what to do, or where anything is.
Passwords and account access end up on a sticky note, in a shared spreadsheet, or nowhere at all.
A year of silence between reviews, then a scramble when something actually happens.
How it works
From application to recurring income.
Apply
Tell us about your practice. Every application is reviewed personally, usually within two business days.
Get your referral link
Approval mints a unique, trackable link tied to your firm — no manual bookkeeping.
Open with the Continuity Check, not a pitch
Share the free Family Continuity Check instead of the platform itself — clients get their own score, you get a real reason to talk, attributed to you either way.
Attribution is automatic
A client who signs up through your link is attributed to you the moment they register — no extra step for either of you.
They get the full toolkit
Checklist, check-in safety net, next of kin, legacy story, insurance-gap check — all under their own account, not shared back to you.
You earn recurring income
For as long as they stay subscribed, tracked automatically from the referral.
What your clients get
Estate-readiness checklist
Country-specific, tracks exactly what's outstanding.
Automated check-in safety net
A 5-stage escalation, reversible at every step short of release.
Next of kin & verifiers
Who's notified, and who confirms before anything is released.
Legacy & story
About Me page, video messages, a shareable public page, printable QR plaque.
Insurance & asset gap check
Flags an asset with no matching cover, or cover that falls short.
Never a password vault
Pointer-only, by design — nothing stored here to breach.
The difference
"What happens if something happens" has an actual answer.
Not a folder of documents — a live, automated check-in that only ever releases anything after real silence, confirmed by a human, reversible at every step short of release.
01
Routine
Periodic check-in, one click resets the clock.
02
Missed
A grace period, then a direct confirmation link to the client.
03
Extended silence
Verifiers are asked to confirm the client is fine.
04
Cooling-off
A last window to log back in and stop everything.
05
Released
Only now does next of kin receive anything.
And unlike tools built to store account numbers and passwords for convenience, MyLegacyLivesOn never takes custody of them in the first place — there's nothing sensitive here to leak.
Revenue opportunity
Turn client trust into recurring income.
30% of every Plus subscription ($17.70/yr), recurring for as long as the client stays active, plus 20% one-off on every one-time Legacy plan ($69.80/referral).
10 active Plus referrals
$177
per year, recurring
50 active Plus referrals
$885
per year, recurring
100 active Plus referrals
$1,770
per year, recurring
Referral income estimator
30% of the Plus plan ($17.70/yr per active referral), recurring for as long as they stay subscribed. 20% one-off on Legacy ($69.80/referral).
Recurring / yr
$354.00
One-off
$349.00
Total, year 1
$703.00
Illustrative only. Commission is tracked automatically from your first referral; payout details are set up individually once you have active referrals.
Questions
Does this replace me as the adviser?
No. MyLegacyLivesOn is a planning summary and organizational tool, not a source of legal or financial advice — it's built to sit alongside the relationship you already have with the client, not in place of it.
How do I get paid?
Commission is tracked automatically from your client's first referral. Payout details (banking, invoicing cadence) are set up individually with you once you have active referrals — there's no automated payment system yet, so this is a direct conversation, not a black box.
Can I get a white-labeled or branded version?
Not yet — every account runs under the MyLegacyLivesOn brand today. If your practice would need branded access at scale, mention it in your application.
What do you need from me to apply?
Your name, firm, and how you'd want to introduce this to clients. That's it — approval typically takes up to two business days.
Apply to the partner network
Applications are reviewed personally — no automated approval, no obligation.