Institution access codes
Issue access codes to churches, credit unions, HBCU alumni groups, and community organizations. Partners get co-branded access — you see aggregate activity, never private workspace data.
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Partner channel overview
Church
Estate readiness workshops and member access codes.
Workshop license or sponsored free access
Fraternity / Sorority
Alumni family wealth toolkit and chapter workshops.
Chapter or national license
Credit Union
Member financial wellness and beneficiary readiness.
Per-member or annual enterprise
Community Group
Heirs' property and home-preservation toolkit.
Grant-funded or sponsored access
HBCU Alumni
Alumni wealth-preservation campaign and workshop.
Alumni association license
Funeral Home
Before-need planning companion and emergency packet.
Flat SaaS fee
Financial Coach
Client readiness dashboard with coach role access.
Professional subscription
Employer
Employee family estate readiness benefit.
PEPM or annual benefits contract