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Digital Legacy Partnerships:
Funeral / Preneed

More and more preneed planning clients asking about their digital legacy? Our partners in the funeral industry have access to our comprehensive platform, and the ability to offer their clients a robust tool for protecting their legacies and estates.

 
Centralize, automate and protect your client's life, assets and family in one secure place with a digital legacy partnership with Final Security

Digital Legacy & Estate Planning

Encourage clients to enhance their digital estate plan on their own time. Everything your clients want to preserve, from account passwords to family photos, can be independently managed through their Final Security account. As a partner, you can provide your clients access to our suite of digital legacy planning tools, including:

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Document Sharing/Storage

With Final Security, important planning documents can be readily accessible to your clients. You can also use our integrated tools to create and store your legal forms.

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Centralize, automate and protect your client's life, assets and family in one secure place with a digital legacy partnership with Final Security
Centralize, automate and protect your client's life, assets and family in one secure place with a digital legacy partnership with Final Security

Automation

Within your document templates, save time with our auto-populate features. Our automation services go further. With one click, you can distribute these forms via:

  • USPS - (Our team prints and mails on your behalf)
  • Email
  • Client’s secure InfoVault
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Centralize, automate and protect your client's life, assets and family in one secure place with a digital legacy partnership with Final Security

Secure Communication

We know how important secure communication is. Our system provides a secure platform for two-way communication with preneed clients.
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Partner With Final Security

Final Security is currently welcoming qualified partners to join our network.

Schedule a demo today

Your trusted digital legacy & estate planning platform, Final Security.