Glossary | When I Croak
Founding partner cohort now open: 3 free seats for your next 3 clients.  Start your pilot

Glossary

The terms we use, defined once.

Map
A person's guided record of where their accounts, policies, property and contacts are, and who to call. Contains no account numbers or credentials.
Living Map
The paid tier of the map, with expanded features and annual review prompts. A gifted seat can be upgraded to it by the client.
Legacy tier
The tier that adds life story recording, memorial planning, and time-capsule messages.
First-48 Playbook
The family's step-by-step checklist for the first 48 hours after a death, beginning with the professionals the person designated.
Seat
One client account, purchased wholesale by a partner and gifted to a client at no charge.
Seat Program
The partner track in which a firm buys seats and gifts them, earning no commission.
Referral Program
The partner track in which a firm introduces clients and receives a share of first-year revenue.
Fee-waiver election
An option for regulated professionals to remove any upgrade revenue share from their partner agreement.
Designated provider
The funeral home a family has listed in their map; appears at step one of the First-48 Playbook.
The Guide
The AI assistant inside the product. It is grounded only in the client's own map and never invents an account or contact.
Mr. Orange
The name of the product's guide persona, in honor of Frank Clark, whose death inspired When I Croak.

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.