BestFarewell App (Best Farewell) - Get your family ready, long before anyone needs it.

Estate planning and family readiness for your employees, handled well before a crisis. Offered by employers and insurance companies, with dedicated tools for financial advisors and funeral homes.

The benefit a workplace should cover

Most of what a loss costs comes from nobody planning ahead.

When a loss happens, months of funeral, finance, family, and paperwork land on someone who never planned for any of it. BestFarewell gets that work done while your people are healthy, so the hard moment doesn't start from zero.

$75B

lost annually to grief-related productivity in the U.S.

67%

of employees needed more time off than the days their employer's leave policy allowed.

3 days

most common U.S. bereavement leave for a process that takes months.

For HR & Benefits

Offered through your workplace

A portable, voluntary bereavement benefit that complements your EAP. Estate planning, family coordination, obituaries, memorials, and probate, included for every covered employee and their family.

For families directly

If your employer doesn't offer it yet

Get the same platform for your family today, and we'll help you nominate your employer to bring it to your whole team.

Sources: Grief Recovery Institute; Empathy Cost of Dying Report (2023); SHRM Employee Benefits Survey.

Platform Features

Built for Before, Ready for After

Estate Planning Tools

Roundtable
Roundtable is the family management system for coordinating people, roles, documents, and memories before and after a loss.
  • AI-assisted document organization
  • Smart family member profiles & roles
  • Automated planning & coordination
Cornerstone
Cornerstone is the estate planner for assets, beneficiaries, fiduciaries, healthcare wishes, and advisor-ready summaries.
  • Interactive estate health dashboard
  • Advisor sharing & PDF reports
  • Asset, beneficiary & team tracking
BestKeep
Store wills, insurance policies, and vital records in one encrypted, access-controlled vault your family can rely on.
  • End-to-end encrypted storage
  • Role-based family access
  • Instant retrieval when it matters most

When the Time Comes

Manifest
Manifest is the farewell plan that helps families organize wishes, arrangements, and important tasks after a loss.
  • Organized task management
  • Priority-based guidance
  • Included with all plans
Scribe
Scribe is the obituary writer powered by SageLink AIâ„¢. It helps families capture personality, achievements, and life stories in minutes.
  • 90% faster than traditional writing
  • Trained specifically for memorial content
  • Authentic tone & personality adaptation
Monument
Monument is the memorial builder for lasting tribute pages with photos, videos, stories, and condolences.
  • Easy photo & video uploads
  • Heartfelt condolences section
  • Shareable with family & friends

The BestFarewell Life Arc

A Touchpoint at Every Chapter

A benefit your employees actually use at every stage, from a first will in their 20s to a full plan in their 60s.

Chapter 1 of 6Early Adulthood · 20s

Building the Foundation

The right decisions now set the course for everything that follows.

  • Start capturing your story for the people you love
  • First will and beneficiary designations
  • Secure document vault

Explore Our Features

Take Care of Everything. All in One Place.

Cornerstone Estate Planner

Build Your Estate Dashboard in 30 Minutes

You don't need to be wealthy or have a complex situation. This is a gift to your family.

Cornerstone walks you through five pillars: Assets, People, Team, Wishes, and Details, then generates a live Estate Health Score and dashboard your financial advisor can review at any time.

Live Estate Dashboard with health score, asset charts, and beneficiary breakdown
Share your dashboard directly with your financial advisor or RIA
Guided Five Pillars: Assets, People, Team, Wishes, Details
Printable advisor-ready report, no attorney required to start
Links your family members, beneficiaries, and fiduciary team
Private, secure, and auto-saved so you can finish anytime

For families, young adults, new parents, retirees, everyone deserves peace of mind

88%

Estate Health

The Forester Estate

Strong
Share

Net Worth

$3.1M

Below Tax

Life Ins.

$1.3M

In Place

Complete

88%

Asset Breakdown

Insurance 40%
Bank 16%
Retirement 16%

Beneficiaries

Sarah 60%
Marcus 20%
Ava 20%
Shared with Campbell Wealth Management

Centralized Family Hub

Your family data is protected with end-to-end encryption, ensuring complete privacy and security.

Family member profiles & roles
Shared planning & decision making
Legacy & memory preservation
Secured document & photo organization

Family Collaboration

Roundtable, the family management system

No more waiting until the last minute to find insurance policies, wills, or attorney information. Roundtable helps you organize family members, collaborate on decisions, and preserve your family's history in one secure place.

  • Family member profiles and permissions
  • Collaborative planning tools
  • Secure & encrypted document storage
  • Legacy preservation tools

Beta

Meet Sage, Your Compassionate Guide

Our AI assistant helps you navigate difficult times with empathy and efficiency. Get organized, create memorials, and write obituaries, all through a simple conversation.

Bilingual support (English & Spanish)
Voice input for hands-free use
Guided obituary creation
Memorial page setup
Farewell checklist organization

Sage

Beta

Available with Premium plans

ENES

Hi, I'm Sage

I'm here to help you through this difficult time.

Type your message...

powered by SageLink

Settle

Centralized estate management

Post Updates

Share progress with family members

Track Milestones

Monitor probate progress step by step

Instant Notifications

Keep everyone informed automatically

Probate Progress65% Complete

New Feature

Settle, the probate planner for executors

Simplify estate administration with Settle. Post updates, track probate milestones, and keep your family informed throughout the process with automated notifications.

  • Timeline updates visible to all family members
  • Customizable probate milestone tracking
  • Email and SMS notification preferences
  • Centralized document organization

Essential Tool

Manifest, the farewell plan

Navigate funeral arrangements and post-loss tasks with Manifest. It organizes each step by priority and timeline so your family can focus on what matters most.

  • Priority-based task organization
  • Timeline guidance for each step
  • Progress tracking and notes
  • Shareable with family members

Immediate Tasks (0-24 hours)

Short-term tasks (1-7 days)

Long-term tasks (1+ weeks)

Post-funeral tasks (2+ weeks)

AI-Powered Writing with SageLink AIâ„¢

Our proprietary SageLink AIâ„¢ system is fine-tuned to craft obituaries that capture emotional depth, personal attributes, and life stories, creating a truly meaningful tribute to your loved one.

5 min

Average completion time

PDF

Export included

AI-Powered

Scribe, the obituary writer

Create a personalized obituary in minutes with Scribe and SageLink AIâ„¢. Capture personality, achievements, and cherished memories in a tribute your family can review and refine.

  • Adapts to personality and tone
  • Highlights career and achievements
  • Multiple style and language options
  • Instant PDF download

Memorial Builder

Monument, the memorial builder

Create a lasting memorial page as easily as a social media post. Share photos, videos, and memories while giving loved ones a space for condolences and tributes.

  • Easy drag-and-drop photo uploads
  • Video and audio memory integration
  • Public or private condolences
  • Share via link, QR code, or social media

Rich Media Support

Photos, videos, and audio memories

Condolences & Tributes

Let others share their memories

Easy Sharing

Share via link, social media, or QR code

Preserve Your Legacy Forever

Memorial pages are always available for your loved ones to view and share.

(Yearly, or Lifetime)

One connected platform

One platform. Every partner. Every family.

BestFarewell is where families organize what matters. Mantle, Harbor, and employer programs connect in, so the people who guide a family never start from zero.

Bereavement support that lasts longer than three days.

Offer employees a private path to organize, plan, and heal, with boundaries HR can trust and families actually use.

  • Benefit enrollment with privacy-safe employer boundaries
  • Full BestFarewell access for employees and their families
  • Support through planning, loss, and the months that follow
BestFarewellHub

For organizations

Programs for how you serve families

Employer benefits, Mantle for advisors, and Harbor for funeral homes, all on the same family hub.

Employers

Employer benefit
Support employees through planning, loss, and the months that follow.
  • Privacy-safe enrollment for your workforce
  • Full BestFarewell access for households
  • Simple rollout without HRIS integration
See employer programs

Mantle

For financial advisors
Household readiness and Estate Health visibility without another document chase.
  • Continuum households with guided invitations
  • Estate Health across the five pillars
  • Secure sharing your clients control
Explore Mantle

Harbor

For funeral homes
Intake, arrangements, tribute video, and lifetime family accounts under your brand.
  • Sage Intake and case tools after hours
  • MemoryReel and Arrangement Companion
  • Co-branded lifetime family accounts
Explore Harbor

Another type of organization? Enterprise overview

For families that want to subscribe directly, view individual plans.

Ready to support your workforce?

Schedule a demo to see how BestFarewell reduces workplace disruption, improves retention, and demonstrates genuine organizational care during the moments that matter most.