For Estate, Legal & Legacy Management Companies

Launch your own branded digital estate and legacy platform in weeks, not years.

Alphiniti Path consolidates health records, benefits, estate planning, wellness, and family coordination into a single, white-label-ready ecosystem; so you can offer a complete digital continuity experience without building it from scratch.

Legacy Completeness Score; Live
Will; on file
Healthcare Directive; on file
Trust; on file
401(k) Beneficiary; conflict detected
Care Vault Emergency Access; not set up
0
/ 100 Score
Legacy Completeness Score

Real moments. Real consequences. Already handled.

Without a plan
2:14 AM

Your father just passed. Your mother can't find the will.

The insurance policy, the deed to the house, the healthcare directive; somewhere in a filing cabinet nobody ever labeled.

What happens next
Hours of searching, calls to attorneys, and a family argument that outlasts the grief.
With Alphiniti
2:14 AM

Your father just passed. Your mother can't find the will.

What actually happens
Everything is in the vault, organized, and shared with the right people on day one.
Powered byPath
HIPAA-Aligned Architecture
SOC2-Ready
Encrypted Document Vault
Full Audit Trails
MFA-Protected Access
01Weeks to launch, not years to build
02AI conflict detection, not manual cross-checking
03One platform for life and legacy, not five vendors
By The Numbers
4;6 weeks
Typical white-label launch timeline
9 modules
Core capabilities in one platform
20 min
Emergency access session window
0;100 score
Legacy Completeness Score range
How A Client Experiences Path

From first document to full legacy plan

1

Onboard

Guided intake collects existing documents, family structure, and employer benefit connections.

2

Scan & score

The AI estate planner reviews documents and beneficiary data, then generates a Legacy Completeness Score.

3

Resolve gaps

Conflict detection and gap alerts surface exactly what's missing or mismatched, with a recommended next action.

4

Stay current

Life-event triggers and expiration reminders keep the plan current long after the first visit.

What Alphiniti Path Runs On

Nine capabilities. One white-label platform.

01
White-label deployment

Your brand, your domain, your pricing; live in weeks.

  • Fully white-labelable components: your logo, your domain, your colors, your pricing.
  • Alphiniti handles hosting, security, compliance, and updates, so you focus on customer relationships.
  • Offer the full suite or individual modules; memorials, vaults, estate planning, beneficiary management; as standalone products.
02
Document management

Every estate document, centralized and current.

  • A secure vault for wills, trusts, healthcare directives, powers of attorney, insurance policies, deeds, and titles.
  • AI-generated summaries and key tags so professionals and families understand a document at a glance.
  • Version control, full audit trails, and automated expiration/renewal reminders.
  • Native bilateral e-signing and AI-assisted generation of wills, trusts, and directives; no third-party e-sign tool required.
03
Digital Legacy Engine™

Memorial planning that's collaborative, not a checklist.

  • An AI obituary generator with templates for every relationship type.
  • Collaborative review lets family members contribute, edit, and fact-check before publishing.
  • Memorial galleries, curated music and video, and a geo-located memorial directory with configurable visibility.
  • QR code memorial products; a physical-to-digital, recurring revenue line.
Contributed by 4 family members
04
Care Vault™

Emergency access that works before there's a legacy to plan.

  • Encrypted, PIN-protected emergency health access cards; no PHI embedded.
  • QR or manual 16-digit code access for first responders, with an offline SMART Health Link payload.
  • Time-limited 20-minute sessions with full audit logging and breach alerts.
  • Covers life's critical moments, not just after-life planning; a real differentiator against memorial-only competitors.
05
Beneficiary management

Catch the conflict your client forgot to mention.

  • Synced 401(k), 403(b), life insurance, HSA, pension, and ESPP beneficiary designations.
  • AI conflict detection flags mismatches between employer designations and estate documents.
  • A Legacy Completeness Score (0;100) that quantifies estate-plan readiness; a built-in advisory and upsell tool.
  • Life-event-triggered reviews (marriage, divorce, birth, death) prompt beneficiary updates automatically.
Employer 401(k) records
Estate documents
Mismatch detected automatically
06
Professional collaboration

Every advisor on the matter, in the same room.

  • Estate attorneys, financial planners, CPAs, and trust administrators collaborate on shared client matters.
  • Secure sharing with view-only, comment, or suggest permission levels.
  • Guided client onboarding, a professional directory and marketplace, and service order/fulfillment tracking.
  • Hub-spoke sync keeps data aligned for firms operating across multiple practice areas or jurisdictions.
07
Family coordination

The whole family, coordinated; not copied on email.

  • Multi-tenant family group accounts with shared, permissioned access.
  • Shared folders for family memories, a collaborative memorial checklist, and family calendar and messaging.
  • Granular access control for blended families and sensitive matters.
  • AI-driven proactive check-ins after major life events.
08
Security & compliance

Built for a regulated industry from day one.

  • HIPAA-aligned architecture with secure health data exchange, breach notification, and key rotation.
  • MFA and configurable session durations protect vault access; every access is logged and auditable.
  • Role-based access control with hierarchical levels, from basic to super admin.
  • SOC2-ready documentation, TLS encryption standards, and configurable data retention and backup policies.
09
AI intelligence layer

The Legacy Completeness Score, and everything behind it.

  • An AI estate planner recommends documents based on life stage, family situation, and asset complexity.
  • The conflict detection engine cross-references beneficiary designations across employer and estate documents.
  • AI life story narration turns memories, timelines, and documents into a written narrative.
  • Proactive gap alerts surface missing documents and expiring items before they become problems.
The Old Way vs. Path

A binder goes stale. A platform doesn't.

Traditional Estate Planning

One-time document delivery
Beneficiary conflicts found by accident, if ever
Updates require a new appointment
Family coordination happens over email and phone
No emergency access before death

Alphiniti Path

Living plan with ongoing touchpoints
AI conflict detection across employer and estate records
Life-event triggers prompt updates automatically
Shared family portal with permissioned collaboration
Care Vault covers emergencies during life, not just after
Built For Every Seat At The Table

One platform, five ways to use it

Estate Planning Attorneys & Law Firms

Offer a living estate plan, not a binder that goes stale; draft faster with AI tools, reduce malpractice exposure with conflict detection, and turn annual “estate health checks” into recurring revenue.

Funeral Homes & Memorial Service Providers

Become a year-round digital partner instead of a one-time service provider; digital memorials, QR grave markers, and galleries as premium products that nurture families into pre-planning.

Financial Advisors & Wealth Managers

Surface beneficiary gaps your competitors miss, get automated life-event alerts, and use the Legacy Completeness Score as a planning conversation starter and retention tool.

Insurance Companies & Benefit Providers

Embed Care Vault as a value-add policy rider, sync beneficiary data automatically, and reduce unclaimed-policy problems by keeping beneficiary information current.

Trust Companies & Fiduciaries

Give grantors and beneficiaries a single portal for document access and distribution requests, with immutable audit trails and AI protection against misaligned trust instructions.

White-Label / Partner Program

Make it yours, end to end

Custom branding

Full visual customization; logo, colors, fonts, and domain.

Revenue share

Partner revenue payouts tracked and managed within the platform.

Partner service configuration

Define your own service catalog, pricing tiers, and fulfillment workflows.

Marketplace integration

List your services in the professional directory and receive inbound leads.

Hub synchronization

Bidirectional sync keeps data aligned with your own systems, without manual import/export.

Dedicated support tier

Partner-level service agreements available.

Why It Pencils Out

Recurring relationships, not one-time deliverables

Unlike a one-time estate plan delivery, Path creates ongoing client touchpoints; document reminders, life-event triggers, family collaboration; that improve retention and lifetime value. Families entering through memorials or Care Vault become a built-in lead generation engine for estate planning services, and referrals are tracked automatically.

30% Subscription tiers (individual, family, professional)
25% White-label partner revenue share
15% QR code memorial product sales
15% Professional marketplace referral fees
10% Service order fulfillment
5% Premium AI features
"

From emergency health access to memorial planning; the only platform covering the full life-continuity journey.

From emergency health access to memorial planning; the only platform covering the full life-continuity journey.

Join the Alphiniti Design Partner Program and launch your own branded digital estate and legacy platform, backed by HIPAA-aligned, SOC2-ready security and full audit trails.

Request White-Label Partner Access