How it works
A partner gifts a seat. The client builds a map of where things are and who to call. The family opens the First-48 Playbook when the time comes — with the partner at step one.
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.
What your client sees.
A guided inventory of everything that matters, organized so a stranger could follow it. Institution, account type, who to call. Never the number.
An AI assistant that only knows what's in the map. It helps the client fill gaps and helps the family find things. It never invents an account or a contact.
The family's step-by-step checklist for the first 48 hours after a death, with your firm at the top.
The client designates who can open the map and when. Nothing is released until the release protocol they set is met.
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.