Partnerships that protect what families leave behind.
Two ways to partner with Alphiniti: refer clients through our network of estate planners and attorneys, or white-label Legacy Cloud as a branded add-on your funeral home or crematorium offers every family.
Legacy & end-of-life planning partners
Wills and trust attorneys, estate planners, and Alphiniti run a mutual referral system so clients can plan and finalize wills, trusts, powers of attorney, and estate setup with partners they trust. Once documents are finalized, the user stores them in their encrypted Secure Vault so the family can mourn, probate costs are reduced, everything stays in one secure digital place, and release to the executor is automated.
The encrypted Secure Vault families rely on.
Alphiniti stores all of life's most important information: wills, trusts, estate information, legal documents, asset information, financial documents, and passwords.
When that time comes, it lets the family mourn, helps eliminate probate costs, keeps everything in one secure digital place, and provides automated release to the user-established estate executor or loved one.
See the Secure Vault →Mutual referral system
A vetted Professional Network of wills and trust attorneys and estate planners; refer clients in, receive referrals out, and collaborate within each professional's licensed scope.
Wills, trusts & powers of attorney
AI-drafted wills, trusts, healthcare directives, and POA generators give families a reason to engage before a loss, not only after.
Encrypted Secure Vault
Wills, trusts, estate and asset information, financial documents, passwords, and legal documents; all of life's most important information in one secure digital place.
Beneficiary conflict detection
Flags inconsistent designations across documents; a genuinely useful, trust-building feature no competitor offers.
Automated release to executor
When that time comes, the user-established estate executor or loved one receives automated, governed release of exactly what they need to see.
Eliminate probate friction
Everything in one place helps the family mourn, reduces scrambling for documents, and keeps the estate organized for a smoother settlement.
White-label Legacy Cloud for funeral homes & crematoriums
Turn a one-time service into a recurring family relationship. End-of-life service providers offer a private, AI-powered digital legacy as a branded add-on; new revenue per family, and a relationship that deepens long after the service ends.
New, recurring revenue per family
Legacy Cloud packages
Sell a Legacy Cloud package with every case; each family gets a permanent memorial and memory vault, and the home earns a margin plus an ongoing maintenance fee.
White-label pricing built in
Location-based pricing multiplier, tiered setup fees, and SLA tiers (Standard / Silver / Gold) are already modeled; you set the margin, the platform computes the quote.
Partner revenue payouts
Track every package sold, every renewal, and every referral reward in one dashboard; no spreadsheets.
QR code point-of-sale upsell
Scannable memorial QR codes (grave markers, urns, programs) drive families straight to the memorial you host.
Less admin, more cases — CRM already integrated
Auto-create memorials from your CRM
A new case in Passare, Frazer, FuneralTech, TribuTech, HMIS, Osiris, Batesville, Salesforce, HubSpot, Zoho, or a custom system can spin up the memorial automatically.
Two-way sync
Family changes, payment status, and service details flow back to your CRM; no double entry.
Webhook-driven workflow
New cases, updates, and payments trigger automated actions, so your staff touches each case fewer times.
One dashboard for every partner location
Multi-location homes see every case, every sync, every payout in a single pane.
A memorial families actually use (and share)
AI-assisted obituary writing
Drafts a respectful, accurate obituary from the facts you enter, routes it through a review queue, and lets the family approve before publish; cuts drafting from hours to minutes.
Permanent public memorial page
Custom URL, cover imagery, timeline, candle tributes, and guestbook; SEO-optimized so it surfaces in searches for the deceased.
Memorial directory & map
Every memorial you host is listed in a searchable public directory and map, driving organic discovery back to your home.
Photo gallery + video memories
Families upload and collaborate on a shared gallery; the home curates the final tribute wall.
AI life-story narration
Turns the family's memories and photos into a narrated life story; a premium add-on product for services and viewings.
Family collaboration that keeps them coming back
Family contribution invites
Siblings, children, and distant relatives can contribute photos, stories, and tributes to one shared memorial, even after the service.
Beneficiary contributions
Designated family members can add to and manage the legacy over time, turning a single sale into a years-long relationship.
Collaborative memory builder + AI storytelling
The platform prompts the family for memories, weaves them into a narrative, and keeps the memorial living; the home stays top-of-mind for future needs.
A full life-continuity suite — not just a memorial
Secure Vault with AI legal documents
AI-drafted wills, trusts, healthcare directives, and POA generators; a reason for the family to engage before a loss. Differentiates Alphiniti Path from Everplans, LegacyLocker, and Cake.
Beneficiary conflict detection
Flags inconsistent designations across documents; a genuinely useful, trust-building feature no competitor offers.
Care Vault for first responders
QR-scannable emergency health manifests for first responders; a caregiver benefit families value highly.
Family medical tree
A hereditary-conditions keepsake families share across generations.
Trust & compliance you can sell to cautious families
SOC 2-aligned security
Audit logging, encrypted PHI at rest, and HIPAA-grade handling of health data; messaging that reassures families handing over sensitive documents.
Professional-grade access controls
Attorneys and estate planners can be invited into a verified Professional Network to collaborate within their licensed scope; a referral channel back to the home.
Post-death access directives
The owner decides exactly who sees what, and when; a feature that wins families worried about privacy after a loss.
A partner channel, not just a vendor relationship
Demo request pipeline
The platform captures inbound partner interest and routes it to your sales team with company size, source page, and follow-up status tracked end-to-end.
Partner service configuration & order tracking
Manage the products you offer (Legacy Cloud packages, QR codes, video tributes, narration) and track fulfillment per family.
Marketplace listing
Listed partners gain visibility to families searching for end-of-life providers in their region.
Automated services for end-of-life operations
Automated video services
Automated video tribute and service content for funeral or end-of-life services; produced and delivered without added staff effort.
Automated thank-you services
Automated appreciation and thank-you electronic and physical mail correspondence to show appreciation after the services.
At-home service selection, planning & payment
Technology to automate service selection, planning, and payment in the privacy of the home for those who are mourning; increased service offerings while increasing the ability of the loved one to do more, with new revenue streams.
Partner with Alphiniti for every family you serve.
Whether you refer clients through our estate-planning network or white-label Legacy Cloud as a branded add-on, we'll show you the full platform in a 30-minute demo.