Legacy Lock Box for Business, white-labeled legacy planning for funeral homes, insurers, estate attorneys, financial advisors, and healthcare providers.
Trusted by professionals who serve families at life's most important moments.
Families arrive overwhelmed, unprepared, and grieving.
Offer Legacy Lock Box at arrangement, they leave with a plan and you leave a lasting impression.
Policies go unclaimed because families can't find documents.
Every policyholder's family knows exactly where to look, reducing claims friction and improving your reputation.
Clients forget what they signed and where they stored it.
The vault integrates with their estate plan from day one, keeping your work protected and accessible.
Clients die without updated beneficiaries or organized documents.
Offer Legacy Lock Box as a value-add that deepens loyalty and keeps clients, and their families, with you for life.
Advance directives are missing at the worst possible moment.
Patients store and share critical documents before they're needed, reducing liability and improving care decisions.
Start small. Scale as you grow. Cancel anytime.
Perfect for independent practices
For growing practices and agencies
For hospital systems, large insurers & national firms
Average family conversion rate for funeral home partners
Annual affiliate revenue for a funeral home serving 150 families per year
Of your competitors are NOT offering this yet
A practice serving 150 families per year that converts 30% to Legacy Lock Box generates $4,500/year in referral revenue, while differentiating their aftercare program from every competitor in their market.
Your clients never need to know we're behind it.
Welcome to your vault
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Welcome to Riverside Family Vault
We'll show you exactly how professionals in your field are using Legacy Lock Box today, and whether it's the right fit for your practice. No pressure. No pitch deck. Just a real conversation.