Estate planning software built for financial advisors and RIAs.
BestFarewell helps advisors guide families through estate planning readiness with secure document workflows, beneficiary visibility, and planning collaboration in one platform.
Advisor outcomes this solution supports
Give clients one source of truth for estate-related documents and contacts.
Support beneficiaries and fiduciary planning workflows before transitions happen.
Reduce time spent chasing files across email, portals, and paper checklists.
Explore related professional paths
Financial advisor estate planning FAQs
Who is this financial advisor solution built for?
This solution is built for financial advisors, RIAs, and wealth teams that want clients to keep estate planning documents and beneficiary details organized before major life events.
How does this differ from generic client portals?
BestFarewell is structured around end-of-life and estate planning readiness, including family workflows, planning documentation, and collaboration needs that generic portals usually do not prioritize.
Can advisors use this alongside legal and estate professionals?
Yes. Advisors can use BestFarewell as a shared planning hub with estate attorneys and other professionals so client planning details remain aligned.