1. Give one next step
Use a co-branded handout or QR card to introduce the guided family journey.
Partner pathway
Financial Advisors
Give clients a structured resource for family and estate-administration questions.
A practical client continuity program
2. Prepare staff
Use the staff training center and approved handoff language.
3. Supply resources
Order books and guides or add approved digital materials to the partner library.
4. Measure responsibly
Review aggregate scans, handoffs, and engagement without intrusive tracking.