The plan you built is perfect. Now make sure the family can find it.
When I Croak is a client map — where every account, policy and contact is, and who to call, never account numbers — that attorneys, funeral homes and financial advisors gift to clients under their own brand.
Your firm's name on the welcome. Your firm at step one when the family needs help most. Three free seats to try it on your next three clients.
Built for the professionals
families already trust
Documents drift after signing. Keep trusts funded, beneficiaries current, and your firm at the family's first call.
For attorneys Funeral Homes“Get organized” opens doors that “price a casket” never will. Start the relationship years early and lock in the first call.
For funeral homes Financial AdvisorsYour client's plan is airtight. Their heirs can't find it. Stay in the family's plan across generations.
For advisorsA map, not a vault.
When I Croak never stores account numbers, passwords, or credentials. It records where things are, who to contact, and what the person wanted — and hands the family a guided checklist for the first 48 hours. That design is why clients trust it, and why it stays outside your firm's liability.
I spent months reconstructing my best friend's financial life by hand. Nobody in his family knew who to call. Every professional who had served Frank for decades never got the phone call. That's the problem this fixes.Jason Caras, Founder & CEO — built When I Croak after reconstructing a friend's financial life by hand. Author of My Rose-Colored Glasses.
From first seat
to first call.
Claim your seats and brand your welcome.
Logo, colors, and a one-line welcome. Done in one business day.
Gift seats where relationships happen.
A line in a closing letter, a QR card in an aftercare packet, a link at the plan-delivery meeting.
Clients build their map.
Guided onboarding: accounts, policies, property, contacts, wishes — where things are and who to call, never account numbers. Most finish the essentials in one sitting.
The plan stays alive — and so does the relationship.
Annual reviews surface changes, and the family's first call after a loss is to you via the First-48 Playbook.
Try it on your
next three clients.
Three free seats, your firm's name on the welcome, and the First-48 Playbook with you at step one. If it doesn't earn a place in your engagement, you've lost nothing.
Start a free pilot or book a 20-minute demo → No card. No contract. We never contact your clients directly.