When I Croak for Funeral Homes | Pre-Need Partner Program
Founding partner cohort now open: 3 free seats for your next 3 clients.  Start your pilot
Pilot partner: Legacy Protection Lawyers, Tampa Founding cohort: 3 free seats Nothing on your systems

“Get organized” opens doors that “price a casket” never will.

When I Croak for funeral homes is a branded planning account you gift to families in the community and in aftercare. It records wishes, accounts and contacts — never account numbers — and lists your home as the designated provider at step one of the family's First-48 Playbook.

Nobody wants a pre-need sales call. Everyone knows they should get their affairs in order. Start that relationship years early — as the guide who helped a family get organized, long before they need anything else from you.

A map, not a vault.We record where things are and who to call. We never store account numbers, passwords, or credentials.
Your firm holds no data.The client's relationship is with the platform. Nothing lands on your systems.
No advice, ever.Every legal, financial, or arrangement question in the app points back to you.

Lead with organization, and pre-need follows.

The pre-need conversation is valuable and awkward in equal measure. Gifting a planning platform reframes it: you're helping a family document their wishes, their accounts, and their story. The arrangements conversation arrives on its own, with trust already built.

A gift, not a pitch

"Our funeral home provides every family in the community a free planning account" is a community-relations story — and every activated account is a relationship on the books.

Wishes captured early

The platform walks families through funeral and memorial preferences — the very questions a pre-need consultation covers, on the family's own timeline.

Your name at the moment of need

When a subscriber passes, the family's First-48 Playbook lists your home as designated provider. The first call goes to you — not to whoever the hospital suggests.

What the map does for your home.

Aftercare that lasts, a first-call position no competitor can buy, and a next-generation pipeline — inside a portal that carries your name.

Aftercare families remember

Gift the surviving spouse and adult children accounts in your aftercare packet. The platform guides them through the settlement checklist.

Designated provider, step one

Every account you gift lists your home in the First-48 Playbook with a "call now" button at the top.

Two generations per family

Family logins bring adult children in — organizing their parents' affairs today, starting their own plans tomorrow.

Jason Caras
Frank's family had no idea who to call. They took the first funeral home the hospital mentioned. The home that had served the family for thirty years never heard about it. Jason Caras, Founder & CEO — built When I Croak after reconstructing a friend's financial life by hand. Author of My Rose-Colored Glasses.

One first call pays for the year.

You already know what a single at-need call is worth. The Aftercare Pack costs less than one — and every gifted seat puts your home at step one for the family, the spouse, and the children.

Run the pilot and see
Aftercare Pack, flexible 100 seats $3,900/yr
Cost per family gifted$39
Value of one at-need service$7,000+
Additional first calls needed to break even1
Every call after thatMargin — plus Legacy-tier revenue you share in

Flexible seats for practices of every size. Start where you are. Scale as you grow

What owners and directors say — and the answers.

"We already run pre-need."This is the step before it. "Get organized" is a much easier yes, and it captures wishes and your designation along the way.
"Will they actually call us?"Your name, number, and a call-now button sit at step one of the family's checklist. That is the strongest first-call position available anywhere.
"Staff time."A QR card in the aftercare packet. Onboarding and reminders are automated. Whoever handles aftercare today handles this.
"Privacy."Families own their maps. You see activation counts, never contents. That privacy is why they trust it.

Sell more than logistics — help families keep the story.

The Legacy tier turns arrangements into remembrance, and gives your home a premium line no competitor down the street offers. You share in every upgrade.

Life story

Guided prompts help people record their life in their words, while they can. Families receive it as part of the memorial.

Memorial planning

Music, readings, photos, the tone of the service — captured in advance, so arrangement conferences start from answers.

Time capsule

Messages and videos delivered at future milestones. A service families talk about for years.

From first seat
to first call.

01

Claim your seats and brand your welcome.

Logo, colors, and a one-line welcome. Done in one business day.

02

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.

03

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.

04

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.

Your next three families.

Three free seats, your name on the welcome, the First-48 Playbook with you at step one. Set up in one business day.

  • No card, no contract, no minimum
  • Founding-cohort pricing locked if you continue
  • Fee-waiver election available for regulated professionals

Start your free 3-seat pilot

Three seats for your next three families. We set up your branded welcome in one business day.

No card. No contract. Pick a demo time on the next screen if you want one.

Questions funeral homes ask.

How is this different from the pre-need programs we already run?
It's the step before them. Pre-need asks a family to make funeral decisions; When I Croak asks them to get organized — a much easier yes. Wishes and your home's designation get captured along the way, so a formal pre-need conversation starts from documented preferences instead of a cold call.
Does "designated provider" actually bring the first call to us?
Contacting the designated funeral provider is at the top of the First-48 Playbook. We can't guarantee every family follows every step — but your name, number, and a call-now button at step one is the strongest first-call position available.
Is our market exclusive?
Territory arrangements are available for Branded Portal partners depending on market size and commitment. We'd rather discuss it candidly on a call than promise it in fine print.
What do families pay?
Nothing for the seat you gift. If a family later upgrades to Living Map or Legacy, that's their optional purchase from us, and you receive a share.

More questions, answered plainly →

Try it on your
next three families.

Three free seats, your home's name on the welcome, and the First-48 Playbook with you at step one. If it doesn't earn a place in your aftercare program, you've lost nothing.

Start a free pilot or book a 20-minute demo → No card. No contract. We never contact your families directly.