For Estate Planners and Financial Pros: The Tool Your Clients Didn’t Know They Needed
Your clients trust you with their most personal details — assets, heirs, and the legacy they hope to leave behind. But even the most thorough estate plan can leave gaps, especially when it comes to digital lives, modern logins, and emotional messages that traditional documents can’t capture.
That’s where Say It Last comes in.
A Modern Companion to Every Estate Plan
Say It Last is a privacy-first legacy app designed to complement your existing estate and financial planning work. It helps clients organize vital digital and personal information — and ensures it’s delivered securely, only when it’s time.
Think of it as the missing link between what’s written on paper and what actually happens when clients pass away or become incapacitated.
With Say It Last, your clients can:
Store encrypted account lists, logins, and document access instructions.
Write personal messages for loved ones or executors.
Assign a Trusted Contact who receives access only when a toggle activates.
Prevent confusion, lost accounts, or missed assets that commonly slow down estate execution.
Simplifying Complexity, Protecting Relationships
When families lose a loved one, they’re not just managing grief — they’re also managing chaos. Passwords, files, bills, and assets are scattered across multiple platforms.
Say It Last turns that chaos into clarity.
By recommending the app, you give your clients — and their heirs — a single, trusted process that bridges the gap between emotional and financial preparation.
That means:
Fewer panicked calls to your office after an unexpected event.
Reduced risk of lost data or unclaimed assets.
A smoother, more compassionate transition for those left behind.
Built for Trust and Compliance
Say It Last was built with security as its foundation. Every record is protected with strong encryption and secure private storage, ensuring client data remains confidential and released only under the conditions they define. The toggle system ensures access is triggered only when the client’s chosen criteria are met — keeping privacy intact at all times.
Professionals appreciate that Say It Last:
Protects sensitive client data in compliance-friendly ways.
Enhances the client experience without increasing your workload.
Demonstrates that your firm is forward-thinking and emotionally intelligent.
A Value-Add That Feels Personal
Clients don’t just want financial results — they want reassurance. When you introduce Say It Last, you show that you care about more than assets. You care about meaning, privacy, and legacy.
It’s a conversation that turns clients into advocates and helps your practice stand out in an increasingly digital world.
Because in the end, it’s not about money — it’s about making sure everything that matters is handled, decided, and safe.
🛡️ Handled. Decided. Safe.
Toggle’s on!