Most 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.
That gap is exactly what Mantle was built to close.
What Mantle Is
Mantle is BestFarewell's post-plan execution layer, designed specifically for financial advisors, estate planning firms, and RIAs who want to stay meaningfully present when a family needs them most. It bridges the distance between what was planned and what actually happens after loss.
Three Tools, One Focused Purpose
Mantle includes three core tools, each designed to keep advisors informed and in front of the families they serve.
Continuum gives advisors a structured workflow for navigating the post-death estate process alongside the family. Rather than scrambling to piece together next steps, Continuum provides a clear, organized path forward.
Beacon keeps advisors informed in real time. When estate activity happens, from filings and document changes to key milestones, Beacon surfaces those signals so advisors can respond thoughtfully and proactively.
Pulse is Mantle's AI-native daily briefing. Every morning, advisors receive a concise, intelligent summary of client activity, estate timelines, and action items. No manual tracking. No missed moments.
Built for the Relationship That Outlasts the Client
Financial advisors often have deeper knowledge of a family's financial life than anyone else. When a client passes, that knowledge becomes invaluable, but only if the advisor stays connected. Mantle is built to make sure that connection holds.
It is not a replacement for the human relationship. It is the infrastructure that protects it.
A Note on Timing
Families who lose a loved one face an enormous amount to manage in a very short window of time. Advisors who show up, organized, informed, and ready to help, build the kind of trust that extends to the next generation.
That is the advisor the family remembers.
Ready to Explore Mantle?
BestFarewell is currently partnering with financial advisors, estate planning firms, and RIAs who want to build a better post-loss client experience. To learn more and schedule a conversation, visit bestfarewell.com/partners/estate-planning