Whether you guide families before, during, or after loss, BestFarewell gives you a secure channel to share what matters most.
Share aftercare documents, service agreements, and resources with families you serve.
Deliver trust documents, beneficiary forms, and financial summaries directly to client families.
Upload wills, trusts, and estate plans into your clients' secure family accounts.
Share support resources and care plans with grieving families.
Provide advance directives, DNRs, and healthcare proxy documents to patient families.
Deliver policy summaries and beneficiary designations to your client families.
Share legal documents and probate filings with client families.
Share care plans, advance directives, and end-of-life resources directly with patients and their families during a difficult time.
Deliver trust account summaries, asset inventories, and fiduciary documents directly into the secure accounts of beneficiary families.
Upload documents straight to your client's family account. They see it the moment they log in.
Your clients get access to Sage, our AI planning assistant, guided by your expertise.
All documents are encrypted at rest and in transit. HIPAA-compatible infrastructure.
Upload your logo for a co-branded portal experience. "Powered by BestFarewell."
We personally review every application. Once approved, you'll receive a secure setup link via email.