The estate plan you drafted is perfect. Ask again in three years.
When I Croak for attorneys is a branded client map you gift inside an estate-planning engagement. It records where every asset and policy is and who to call — never account numbers — and puts your firm at step one of the family's First-48 Playbook.
Trusts go unfunded, beneficiaries go stale, new accounts never make it into the plan. Give every client a living map that keeps the plan you built intact, and keeps your firm at the family's first call.
Signing day is when the drift begins.
You hand over a beautiful binder. Then life happens: a refinance, a new brokerage account, a 401(k) rollover, a divorce in the family. None of it makes its way back to the documents — and nobody calls the firm until something breaks.
Unfunded trusts
The most common failure of a living trust isn't the drafting. It's the assets that never got retitled, and the ones acquired after signing that never will be.
Stale beneficiaries
Retirement accounts and life insurance pass outside the will. An ex-spouse on a fifteen-year-old beneficiary form defeats the plan you drafted.
Lost accounts
Families routinely can't find policies and accounts the deceased never wrote down. Assets your plan governed on paper simply vanish in practice.
What the map does for your firm.
Clients map everything against the plan you drafted and keep it current. The map lists where each asset lives and who to call. It never stores the account numbers themselves.
The trust stays funded
When a client opens a new account or refinances, the app prompts them to fold it into the plan. The schedule stays real.
Amendments walk back in
An annual review prompt flags changes that warrant a call to your firm. Restatements and funding work arrive on their own.
You're the family's first call
When a client passes, the family opens the First-48 Playbook. Step one is your firm. You're not a name in a drawer. You're the plan.
I built this after spending months reconstructing my best friend's financial life by hand. The attorney who drafted his plan never got the call. The map fixes that.Jason Caras, Founder & CEO — built When I Croak after reconstructing a friend's financial life by hand. Author of My Rose-Colored Glasses.
One retained matter pays for the year.
Firms don't lose clients at signing. They lose them in the years between signing and the funeral, when nobody calls. The map keeps the phone ringing — and the pack costs less than one amendment.
Run the pilot and seeFlexible seats for practices of every size. Start where you are. Scale as you grow.
What the partners meeting will say — and the answers.
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.
Your next three clients.
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 clients. 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 attorneys ask.
Is the revenue share a fee-splitting problem?
Does the app create unauthorized-practice-of-law exposure?
Can we see what our clients record?
What do our clients pay?
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.