For partners
A thoughtful complement to the planning you already do.
Estate planning attorneys, financial advisors, life insurance professionals, and employee benefits providers already help people prepare. Celetory gives clients a warm, guided place to capture the personal side: their stories, values, and wishes for a celebration of life.
- • A Celetory plan records personal wishes. It is not a legal document and doesn't replace wills, directives, or advice.
- • Partners do not receive access to client plans. Clients decide if and what to share.
- • Introductions can be as simple as a conversation or a link you pass along.