Life’s unpredictable
Be ReadyWhen

A central digital location for end-to-end file organization, client communications, and encryption.

• End-to-end security encryption
• Share intake forms; wills, purchase, sale, refinance, and family transfer
• Send documentation back and forth between you and your client in real-time
• Add staff to your personal business Portal
• Add yourself or staff to your client’s team

A digital legacy management solution that guides your clients to proactively build, manage, and share their estate plans.

• Track what your clients have added and what critical documentation/information is missing to drive value-sell revenue
• If activated through ThePortal, your clients get access to ReadyWhen Pro*
• Your clients can build their Team, adding executors, loved ones, and other professionals
• Guided journeys to help clients add the right information to their estate plan and become proactive planners
• Clients can create forever memories (videos and notes) that will be sent out only when the inevitable happens
• All information is protected by our military-grade security

*One year access to ReadyWhen Pro