When I Croak vs Everplans vs Trustworthy
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When I Croak compared to Everplans and Trustworthy.

Everplans and Trustworthy are digital vaults: they store documents and, in some plans, passwords and account details. When I Croak is a map: it records where things are and who to call, and stores no account numbers or credentials. For a partner firm, that difference is the difference between holding client data and not.

When I CroakDigital vaults (Everplans, Trustworthy)
What it storesWhere things are, who to call, wishes. No account numbers or credentials.Documents, and in some plans passwords and account details.
Partner liabilityFirm holds no data; nothing in the map grants access to an account.Varies by product and plan; firms should review data-handling terms.
First-call positionPartner listed at step one of the First-48 Playbook.Not a core feature.
Partner modelSeat Program (buy and gift, no commissions) or Referral Program; fee-waiver election for regulated professionals.Advisor and enterprise programs exist; terms vary.
Where to startFree 3-seat pilot.Varies.

Competitor descriptions reflect publicly available product information and should be re-verified before publishing. [CONFIRM]

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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.