Offer Digital Legacy. Keep Control.
Passterity is the white-labeled posthumous message platform built exclusively for estate planning attorneys and trust companies. Your branding, your verification, your delivery.
Available exclusively through verified partner firms · No public signups
Why Partner With Passterity
Add a premium service your competitors don't offer
Estate planning is shifting. Modern clients expect their digital legacy to be treated with the same care as their physical assets. Passterity gives your firm a turnkey way to deliver it.
New Revenue Stream
Charge $300-$1,500 per client as a premium add-on to your estate planning package. Or bundle into your firm's flat fee to win competitive deals.
A modest add-on across 50 clients/year is meaningful recurring revenue with negligible labor.
Deeper Client Relationships
Move beyond the will signing. Digital legacy planning opens emotionally meaningful conversations that strengthen your client relationships and unlock referrals.
Clients return to update their messages - keeping your firm front of mind for years, not minutes.
Liability Stays Where It Belongs
Your firm controls who joins, who triggers delivery, and what verification is required. Passterity is infrastructure - you remain the trusted legal authority.
Client EULAs accept the service terms directly; firm retains independent counsel role.
Fully White-Labeled
Your firm's logo, colors, and domain on every client touchpoint - login pages, invitation emails, and the client dashboard.
Clients experience this as your firm's service, not a third-party tool.
Court-Ready Documentation
Every delivery generates timestamped audit trails, executor authorization records, and evidence packets suitable for probate proceedings.
Backed by a 48-hour safety hold and optional death certificate verification.
Privacy by Design
Your firm administers the account, but cannot read message contents or play videos. Client material is encrypted and surfaced only at the moment of delivery.
Eliminates the awkwardness - and the liability - of firm staff reading personal correspondence.
How It Works
Four steps from signed partnership to delivered legacy
Partnership Agreement
Sign our standard partnership agreement and receive your branded portal at passterity.com/firm/your-firm.
Invite Clients
Add Passterity to your estate planning workflow. Send invites from your partner dashboard - clients receive a magic-link email.
Clients Record Privately
Clients write emails and record video messages on their own time. All content is encrypted; only they can read or watch it.
Verified Delivery
When a client passes, you initiate delivery from your dashboard. A 48-hour safety hold protects against errors before messages release.
Transparent Pricing
Buy seats by the pack, or subscribe
Every seat covers a client for the full lifetime of their account — typically 20+ years. Firms typically resell at $1,000–1,500 per client.
Option A — One‐Time Seat Packs
Starter
$300 per seat · 5 client seats
- ✓ 5 lifetime client seats
- ✓ 20+ year storage included
- ✓ No expiration on unused seats
Practice
$250 per seat · 10 client seats
- ✓ 10 lifetime client seats
- ✓ 20+ year storage included
- ✓ Best per‐seat value
Volume
$225 per seat · 25 client seats
- ✓ 25 lifetime client seats
- ✓ 20+ year storage included
- ✓ Volume discount
Option B — Firm Subscription
Security & Compliance
Built for the standards your firm is held to
Encryption at rest. Audit logging. Compliant data handling.
Encrypted at Rest & In Transit
All message contents and video files are encrypted with industry-standard AES-256. Connections enforced with TLS 1.3.
GDPR & CCPA Compliant
Full support for data subject access requests, right-to-erasure, and portability. Standard data processing agreements available.
SOC 2 Roadmap
SOC 2 Type II audit underway. Type I report available on request under NDA. Type II expected Q4 2026.
Firm-Controlled Access
Firms manage delivery triggers and verification - but cannot read client message contents. Privacy boundary enforced at the database layer.
Full Audit Logging
Every login, delivery trigger, and admin action is logged with timestamp, IP, and user. Logs available to your firm and admissible in probate.
48-Hour Safety Hold
Every delivery is held for 48 hours before release, allowing your firm to cancel if a trigger was entered in error.
Ready to add Digital Legacy to your practice?
Schedule a 30-minute demo with our partnership team. We'll walk you through the white-labeled portal, the partner agreement, and pricing tailored to your firm size.
Contact Partnerships