Estate & wealth
Legacy Services for Estate & Wealth Advisors
Offer clients a legacy of stories alongside their financial and estate plan.
The opportunity
Why a life-story program
Estate planning and wealth management is about more than assets - increasingly, clients want to pass on their values, stories, and family history alongside their wealth.
How StoriedLife helps
StoriedLife lets you offer clients a 'legacy of stories' to complement their plan. A guided AI conversation captures each client's life story and values into a keepsake book - a high-touch, memorable value-add that deepens client relationships across generations.
What partners get
A partnership that fits your organization
1
A memorable value-add
High-touch service for your best clients.
2
Co-branding & referral
Options that fit your practice.
3
Full support
StoriedLife handles the technology and training.
Offer it to the people you serve
Meaningful for families, simple for your team - StoriedLife handles the rest.