LegacyCompass is built first for families — but nearly every plan we help create touches a professional somewhere in the chain. The partner program is how we give those professionals the same clarity, warmth, and trust we give the people they serve.
Who this is for
- Funeral homes and cemeteries looking to streamline intake, reduce back-and-forth phone calls, and show up in families' planning tools from day one.
- Financial advisors and estate planners who want a guided workspace for clients to document wishes, beneficiaries, and final instructions.
- Insurance carriers interested in a modern, consent-aware channel for underwriting signal and policy activation.
- Government programs and veteran services that need a way to help the families they work with navigate benefits and arrangements without another portal.
What you get
- A shared workspace. Families you sponsor can invite you into their plan as an advisor — you see only what they choose to share.
- An outcomes dashboard. Average plan completeness, time from intake to activation, and families receiving 24/7 guidance, for the people you serve.
- A referral network. Bring families to LegacyCompass through your own branded code and keep the relationship.
- Co-branded family materials. PDF exports of each plan can carry your logo and contact details so the family always knows who to call.
- Human support. Every partner has a direct contact on our team — not a ticketing queue.
What it costs
The partner program is priced per organization, not per seat. We scale pricing to the number of families you serve, not the number of staff who log in. Government and veteran service pricing is available on request.
Talk to us
The fastest way to start is a thirty-minute conversation. Write to partners@legacycompass.com with a short note about your organization, or browse our pricing page if you would like to see the consumer product first.
A note for procurement teams: our security page lists every subprocessor, where your data would live, and what we do not yet claim (we are straightforward about this). Start there.