Retain AUM with a modern way to deliver estate planning as a value-added service and no fragmented client experience.
Great investment performance doesn't guarantee the next generation will stay.
And inheritance isn't the only missed opportunity.
When wealth transfers, relationships matter. Do you have one with the next generation?
Outside accounts. Real estate. Business interests. Assets you haven't uncovered.
You recommend an attorney. The client intends to follow through. Months pass. Nothing happens.
The result? Vulnerable relationships, missed opportunities, and unfinished plans.
Build relationships with spouses and heirs before wealth transfers.
Discover outside holdings and opportunities for consolidation.
Use estate planning to start conversations with affluent households.
One service. Three opportunities to grow.
Deliver clients a value-added service without the fragmented referral experience.
Your clients. Your brand. Your advisory business.
Guided intake, documents, and coordinated delivery.
Attorney review before the plan is delivered.
No new hires. No new department. No monthly overhead.
Instructions for managing and transferring trust assets.
Addresses qualifying estate assets outside the trust.
Financial decision-making authority.
Healthcare wishes and designated decision-makers.
Authorized access to medical information.
Simple, structured information collection.
Legal review before delivery.
Organized access to completed documents.
Specialized trusts when appropriate, subject to scope.
When wealth transfers, will the next generation keep it with your firm?
Illustrative economics. Assumes unchanged assets, fees, and retention; excludes expenses.
Our team creates a sales funnel and marketing asset package tailored to your brand and ideal customer. Completely free.
Your brand. Your leads. Your client relationships.
3–5 estate planning advertising creatives.
A free eight-question estate planning assessment.
A landing page branded for your firm.
Four prepared emails to nurture prospects.
Lead alerts and consultation calls to action.
The campaign assets are included. Your advertising budget is separate.
No lengthy onboarding. No added cost. No disruption to your current systems.
No. Licensed counsel handles legal advice and review.
Bloodline coordinates preparation and attorney review.
You retain your advisory relationship. Legal services are provided under a separate attorney engagement.
Data handling is governed by the applicable privacy, security, and service agreements.
Not automatically. Additional arrangements may be required.
$250 for your first standard plan. $750 thereafter. No subscription or minimum.
No new legal department or internal fulfillment system is required.
Your clients’ wealth will change hands.
The question is whether your firm will remain part of their family’s financial future.
Protect AUM. Discover new opportunities. Build multigenerational relationships.
We handle the estate planning fulfillment. You focus on your clients.
Explore the Bloodline Partnership →Start with one client for $250. No subscription. No minimum commitment.