After Me for Advisors
Legacy planning that 100% of your clients will need.
Deepen client relationships and differentiate your practice with the only legacy planning p
50%+
of Americans have made no end-of-life arrangements
<30%
of Americans have a will (only 37% of Baby Boomers)
70%+
say end-of-life planning is important
The Opportunity
The conversation most advisors never have
Legacy planning is one of the most universal needs your clients have, and one of the least addressed. Families face end-of-life decisions in crisis, with no plan, no guidance, and no ideas what anything will cost. As their trusted advisor, you have the opportunity to change that. Our Advisor’s Guide to End-of-Life Planning can help you make that happen.
Get Your Free Advisor's GuideWhy it Matters
Four ways this transforms your practice
End-of-life planning is more than a service. It’s how you become the advisor families turn to for everything that comes next.
1
Deepen Relationships
End-of-life conversations reveal what clients truly value: their families, legacies, and wishes. Show you care about what matters most.
2
Differentiate Your Practice
Few advisors address funeral or end-of-life planning. Position yourself as a comprehensive life-planning partner and go beyond what your competitors offer.
3
Build Multi-Generational Loyalty
Guide families through life's hardest transitions and become the trusted advisor for the next generation, not just the current one.
4
Provide a Complete Plan
Final expenses and funeral costs are significant financial events. Help clients prepare for inevitable costs and offer products that fund them.
The Platform
A complete legacy planning platform
Everything you need to add legacy planning to your practice, integrated with the CRM tools that run your day.
Funeral Planning System
A do-it-yourself planner for your clients. Detailed plans with real cost estimates, no funeral director required.
Advisor Dashboard
Access client plans, resources, educational content, and client-facing tools in one hub.
Integrated CRM
2-way texting, email, calendaring, ready-to-use workflows, AI Agents, and AI assistance. Choose basic or comprehensive toolkit.
Pre-Built Automations
Nurturing and marketing campaigns ready to launch. No tech expertise needed.
After Me Planner & Organizer
A premium client gift: digital planning tools plus secure storage of vital physical documents.
White-Label Option
On the Ultimate plan, brand the planner as your own. Use it to attract leads and build your contact list.
Simple, transparent pricing
Three plans. One mission.
Built around how much CRM functionality you want. Start with what you need today, scale as your practice grows. LEGACY PLANNING FOR ADVISORS IS COMING SOON. IN THE MEAN TIME GET YOUR FREE GUIDE AND WE’LL LET YOU KNOW WHEN SUBSCRIPTIONS ARE AVAILABLE.
Standard - COMING SOON
Back-office access to the After Me Planner with essential CRM functions.
$20/mo
Most Popular
Pro - COMING SOON
Everything in Standard plus full CRM functionality for a growing practice.
$60/mo
Ultimate - COMING SOON
Everything in Standard plus full CRM functionality for a growing practice.
$100/mo
Frequently asked questions
Any financial or legal advisor can take advantage of the platform: financial advisors, life insurance agents, final expense agents, accountants, and estate attorneys.
None. After Me for Advisors assumes you are not an expert at end-of-life planning. It is a value-added, do-it-yourself planning tool for your clients. They get everything they need to plan for the inevitable and provide their families with the information they will need when the time comes. It also enables you to offer financial solutions to cover expected final expenses.
Other CRM platforms are designed to support your core business but do not include end-of-life planning. After Me for Advisors lets you offer an essential service that is typically not provided by others in your profession. Popular CRM systems such as Hubspot, Sales Force and ZOHO charge $20 - $25 per user per month for their basic plans. You get unlimited users with After Me for Advisors and much more functionality.
The platform is essentially turn-key. The Pro and Ultimate plans include more extensive CRM capabilities, which, like any CRM, take time and effort to fully use. We offer support plans to handle the additional workload if you'd rather hand off the work.
The Standard Plan has basic CRM functionality, and you can simply use the After Me Planner without the CRM piece. If you have an existing CRM, we can build a custom interface that sends data from the After Me Planner directly into it.
Yes. Offering end-of-life or funeral planning attracts new clients and earns referrals from existing ones. Because the planning extends to clients' families, it's a strong way to build multi-generational relationships.
You can offer free funeral planning in your market area under your own brand. Funeralwise has used this approach to attract over 60,000 users to its planning system, all captured as contacts and nurtured through the CRM.
Get More Information
Become the advisor your clients rely on
Get started with your Free Advisor’s Guide to End-of-Life Planning. Learn how to build your practice by offering a little something more.50K+
After Me Planner users
10+
Years in operation
#1
Funeral planning resource