Estate plan execution built for financial advisors and RIAs.
Mantle by BestFarewell is the post-plan execution layer for advisors, bringing families into the plan years before it matters, activating the executor playbook the moment it does, and keeping every household visible at a glance.
Three pillars. One execution layer.
Continuum
Bring the next generation into the plan from day one. Role-based family invitations, document permissions, and a co-branded portal so heirs already know your firm when the wealth transfer happens.
Beacon
Activate the executor playbook the moment it is needed. A verified trigger distributes documents to named parties, generates a 15 to 30 task executor playbook, and notifies your firm in under 60 seconds.
Pulse
See every household in your book at a glance. Plan health scoring, an action queue prioritized by urgency, and a life event watchlist across your entire book of business.
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Financial advisor estate planning FAQs
What is Mantle by BestFarewell?
Mantle is the post-plan execution layer for financial advisors, built around three pillars: Continuum for pre-loss family engagement, Beacon for verified executor activation, and Pulse for household-level plan visibility across your book.
How does Mantle differ from a document vault or generic client portal?
Vaults store documents. Mantle distributes the right documents to the right people at the right time, with a role-based permission matrix, verified activation, a task-based executor playbook, and AI-powered plan health scoring on top.
Can advisors use Mantle alongside legal and estate professionals?
Yes. Mantle works alongside your existing planning tools including Vanilla, Wealth.com, and Trust & Will without requiring native integration in v1. Advisors and estate attorneys share a planning hub so client details stay aligned.