SolacePartner with us

For advisors, attorneys, and estate planners

Estate support for the families you serve.

When a family is settling an estate, they need more practical support than most practices are built to provide. Solace helps you extend your care without asking your team to become an estate concierge.

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Ways to partner

Three ways to bring Solace to your clients.

Choose the model that fits your practice, client relationships, and compliance needs.

01

Pre-need, offered proactively

Introduce Solace during estate or financial planning, so a family knows exactly where to turn when the plan is needed.

02

At-need, when help is needed now

Connect a client’s family with Solace at the moment practical work begins. We coordinate with the professionals already involved.

03

White-labeled for your firm

For firms that want the experience to feel like part of their own service, we can explore a program under your brand.

How it works

You remain part of the relationship.

  1. 01

    Make the introduction

    You connect the family with Solace before or after a loss.

  2. 02

    Set the working rhythm

    We agree on communication, branding, and the professionals who should stay involved.

  3. 03

    Stay informed

    Solace coordinates the practical work and keeps the right people updated without overwhelming the family.

Built for trusted relationships

A practical extension of the care you already provide.

Estate attorneys

Keep legal work focused while the household and administrative logistics have an accountable owner.

Financial advisors & RIAs

Support the people behind the assets through a transition that affects the whole family.

Family-office teams

Give complex estates one practical coordination layer across family members, locations, and vendors.

Referral terms

Simple, transparent, and shaped around your requirements.

Partnership structures must fit the rules that apply to your firm. RIA, broker-dealer, and state-bar requirements differ, so terms and disclosures are reviewed with the appropriate compliance and legal teams before launch.

Discuss a partnership