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The AI-powered platform revolutionizing end-of-life planning just launched its $1M pre-seed round and is rapidly scaling to serve 100,000 families in its second year.
Team BFMost advisory relationships are built on trust. But when a client passes, the trust built over decades can quietly walk out the door along with the assets. Research shows that 70 to 80 percent of AUM leaves advisory firms within 18 months of a client's death. The plan was written. Nobody made sure it worked.
Team BFOne of the most difficult conversations a parent or caregiver can face is explaining death to a child. The instinct to protect children from pain is natural, but shielding them entirely from the reality of loss can create confusion, fear, and a lack of trust. With the right approach, these conversations can provide children with the honesty and comfort they need to process grief in a healthy way.
Most people associate estate planning with older adults or those facing serious illness. But a power of attorney is a document that every adult can benefit from, regardless of age or health. Without one, a sudden accident or medical emergency can leave your family without the legal authority to act on your behalf when it matters most.
Being asked to deliver a eulogy is one of the most personal things someone can be asked to do. It is also one of the most daunting. Most people who find themselves in this position have never written one before, and the weight of getting it right can feel like a great deal of pressure at an already difficult time.
Team BFFor a long time, the obituary was how a community learned about someone’s passing. It named the person, listed their survivors, and noted the service details. That format still serves a purpose, but many families now want something more personal to go alongside it.
When someone close to you passes away, financial matters are often the last thing you want to think about. But certain steps need to be taken relatively quickly to protect the estate, avoid penalties, and ensure that assets reach the right people. This guide walks you through the basics so you know where to begin.
Team BFProbate Planning: What It Is and Why Your Family Will Thank You for Doing It
BestFarewell Partners with Trust & Will to Help Families Complete Their Estate Plans