Estate and elder law attorneys
Help clients locate documents, contacts, and instructions after the legal documents are complete.
Advisor Referral Fit
A simple next step after the planning conversation.
Many clients leave an advisor's office intending to organize everything, but never follow through. WMFNTK gives them a clear place to capture what their family will actually need to find.
Fee-only CFPs and CPAs
Give clients a practical way to organize accounts, beneficiary records, tax contacts, and family instructions.
Insurance agents
Make policy information, carrier contacts, and beneficiary context easier for families to find.
Senior care advisors and organizers
Support families who are coordinating care, homes, records, and trusted contacts.
Share the checklist
Point clients to the existing What to Store guide and PDF when they need a concrete starting point.
Invite clients to organize
Clients create LifeBytes for document locations, accounts, wishes, policies, and contacts.
Support follow-through
WMFNTK helps clients turn planning conversations into organized, family-ready information.
Who the advisor page is for
WMFNTK is a fit for estate planning attorneys, elder law attorneys, probate attorneys, fee-only CFPs, CPAs, life insurance agents, senior care advisors, and professional organizers who want clients to complete the last mile after planning.
Important disclaimer
WMFNTK is not a law firm and does not provide legal, tax, financial, or estate planning advice. It is an organization and access-control tool that helps families find important information when it matters.