BestFarewell gives your firm a branded digital estate portal where clients can organize assets, beneficiaries, documents, and final wishes in one secure place. A practical tool your clients will use long after the engagement ends.
SOC 2 & Bank-Level Encryption
Client data is encrypted at rest and in transit, with SOC 2 compliance measures in place.
Role-Based Advisor Access
Your advisors get audited, read-only access to client estate summaries. Nothing else is shared.
Dedicated Onboarding Support
A named account manager guides your team from setup through first client invitations.
A clean, organized estate dashboard, branded under your firm name. Every asset, document, and wish in one auditable place.
Estate Planning
Estate Health
The Harrington Estate
Strong
Est. Net Worth
$2.8M
Below Estate Tax
Est. Life Insurance
$1.1M
Coverage in Place
Plan Completion
100%
Strong Plan
Asset Breakdown
Total: $2,803,500
Beneficiary Allocation
3 primary · 1 contingent
Every feature is designed around the workflow and trust standards of estate planning professionals.
Give every client a secure, organized space under your firm name to document assets, beneficiaries, wishes, and key documents in one place.
Automated completeness scoring surfaces planning gaps so you can have more informed, proactive conversations at every client review.
Your team gets read-only access to client estate summaries, so you can stop chasing documents and reconstructing asset lists before appointments.
Clients can designate trusted family members and advisors to collaborate on their estate, reducing confusion and disputes when it matters most.
Fill out the form below. Our team reviews every application and reaches out within one business day.
Submit your business details and reserved slug for admin review.
Submit your application and our team will reach out directly to complete onboarding.
From application to your first client invitation in four steps.
1
Apply and connect with your dedicated BestFarewell account manager.
2
We set up your branded portal with your firm logo and custom subdomain.
3
Onboard your team with a live walkthrough and advisor access configuration.
4
Invite clients. They activate their estate portal in under 10 minutes.
How does BestFarewell integrate with my estate planning practice?
BestFarewell provides a branded client portal under your firm name. Clients receive a dedicated link to organize their digital estate: assets, beneficiaries, documents, and final wishes. Your team gets a shared advisor dashboard to review estate summaries and identify planning gaps.
Is client data secure and HIPAA-ready?
Yes. BestFarewell uses bank-level encryption, SOC 2 compliance measures, and role-based access control. All client data is stored securely and is never shared or sold. Advisor access is read-only and audited.
Can I white-label the platform under my firm brand?
Yes. Enterprise partners receive a custom subdomain, branded portal, and firm-specific onboarding flow. Your clients see your logo and brand throughout the experience.
How long does onboarding take?
Most estate planning firms are fully onboarded within 48 hours. This includes white-label setup, advisor access configuration, staff training, and a dedicated account manager assignment.
Estate planning does not end with the will. BestFarewell gives your clients a place to keep everything organized long after the documents are signed.