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Partner support

Have an idea for working together? Let’s start with a conversation.

Tell us who you serve, what you would like to do together, and what you think each side would contribute. The conversation is exploratory and does not create a partnership, grant business rights, assign customers, or promise that a program is available.

Start with your question →See how we can help

You do not need to buy anything or create an account to use this page.

Two prospective partner representatives in discussion

A simple way to begin

What are you proposing, and who would it help?

Start with the people you serve, the problem you want to solve, what each side would contribute, and what each side would need.

01

Choose a question

Pick the question closest to yours, or ask in your own words.

02

Tell us a little more

Your answer helps us ask a more useful follow-up question.

03

Review what may help

See practical next steps, important limits, and questions to take to the right person.

04

Keep your summary

Download or print your notes for the next family or professional conversation.

Probate Happens™ Partner GuideCommunity-specific, empathetic general guidance

What you may be dealing with

What are you proposing, and who would it help?

A useful first conversation should explain the people you serve, the problem you want to solve, what each side would contribute, and what each side would need.

  • A clearly defined audience need and proposed value.
  • Explicit review of referral, compensation, professional, and disclosure concerns.
  • Clear rights for content, marks, distribution, resale, licensing, data, customers, and future use.
  • Defined delivery, support, measurement, governance, change, and exit responsibilities.

How we may be able to help

What an early conversation can clarify

We can decide whether an idea deserves more work without either side making a promise too soon.

  • Clear separation between inquiry and authorization.
  • Earlier identification of rights, ethics, privacy, brand, customer, and operational questions.
  • No implied referral fee, commission, resale right, distribution right, license, or partnership.
  • A documented list of approvals required before any activity or representation.

Ideas still under review

Ways we may be able to help

These ideas are still being reviewed. They are not yet promised or available for purchase.

Distribution or Resale Arrangements

Potential arrangements subject to verified products, rights review, operational planning, commercial terms, and written approval.

Referral Relationships

Potential relationships requiring legal, ethical, professional, privacy, compensation, and written review before authorization.

Sponsored Partner Access

A potential access model requiring verified products, audience safeguards, fulfillment planning, and written approval.

Bundles and Coordinated Campaigns

Potential coordinated offerings requiring product, brand, marketing, delivery, and written approval before use.

Co-Branded Programs

A potential model requiring separate approval of content, marks, customer communications, delivery, and all commercial terms.

If an idea involves sponsorship, referrals, distribution, resale, licensing, co-branding, or special access, it must be reviewed and approved in writing before either party moves ahead.

Before you rely on this information

Probate Happens offers general education and practical tools to help people stay organized. We do not provide legal, tax, financial, accounting, medical, or other professional advice. We cannot tell you what the law or a court requires, and our materials do not replace a licensed professional. Using this site does not create an attorney-client or other professional-client relationship. If you have a question about a specific estate, your authority, a deadline, a filing, taxes, or a legal decision, please ask the court or a qualified professional.

If an idea involves sponsorship, referrals, distribution, resale, licensing, co-branding, or special access, it must be reviewed and approved in writing before either party moves ahead.

This page does not create or authorize a partnership, referral arrangement, commission, resale right, license, customer-ownership agreement, sponsorship, distribution agreement, or co-branding relationship. Any such arrangement requires separate written approval.

Have a question?

Tell us what you are trying to understand.

Explain who you serve, what you would like to do together, and what you think each side would contribute. Starting this conversation does not make a commitment, grant business rights, or confirm that a program is available.

Email us about partner supportThis starts an email. It does not place an order, promise that something is available, grant rights, or create a professional or business relationship.
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