Client readiness
Turn incapacity planning into a guided, trackable process instead of an annual reminder.
For financial advisors and elder-law professionals
Help clients prepare their families—not just their portfolios.
BeforeHand gives professional advisors a structured client incapacity planning and family continuity workflow without pretending to replace professional judgment.
One clearer planfor documents, roles, accounts, and family instructions
Earlier conversationsabout beneficiaries, incapacity, and trusted contacts
Stronger continuitywith spouses, adult children, and the next generation
A client-service wedge
Make continuity planning part of the relationship.
Use a repeatable readiness process to surface missing powers of attorney, stale beneficiary designations, unknown insurance details, and unclear family roles.
Clients retain control of their plan. Advisors see only the information deliberately shared with them.
Discuss advisor accessDesigned for responsible practice
Support the relationship around the advice.
Beneficiary review
Keep review prompts and supporting context visible without claiming to determine legal outcomes.
Family coordination
Bring the right adult children and trusted contacts into the conversation with client consent.
Clear boundaries
BeforeHand is coordination software, not an elder-law practice management system or legal advice engine.