Organization Program
Configure who you serve and how Probate Happens™ fits into the family experience.
Set up program →Master Production Build 4
Partner Ecosystem
A working partner portal for organizations that want to place calm, practical probate education into the hands of families at the right moment.
0Campaigns
0Family handoffs
0Order quotes
0Saved resources
Partner tools
Co-Branding Studio
Create a partner-branded family handout without changing the educational message.
Open studio →QR Campaign Builder
Create a trackable entry point into the family journey.
Build campaign →Bulk Ordering
Prepare volume quotes for books, Quick Answers™, Action Guides™, and workbooks.
Build quote →Staff Resource Center
Train staff to make a calm handoff without stepping into legal advice.
Open training →Family Handoff Desk
Record consent, send resources, and track a family’s engagement status.
Open handoff desk →Resource Library
Choose approved handouts, staff guides, emails, and family journey cards.
Browse resources →Partner Analytics
See campaign scans, family handoffs, engagement, and order activity.
View analytics →Partner CRM
Review partner activity, family handoffs, and saved order quotes in one workspace.
Open CRM →Production Governance
Review privacy, consent, accessibility, content, security, and integration requirements.
Review requirements →