For Financial Advisors, CPAs & Attorneys
Successionly handles intake, document prep, and readiness tracking — so your expertise deploys from the first meeting. Reduce discovery by 30–50%.
Your clients do the prep. You do the strategy. Everyone saves time and money.
Manage up to 10 client succession plans from a single view. Track readiness scores, documents, and milestones across your entire book of business.
Clients complete guided onboarding before your first meeting. Ownership structure, financials, successor details, and goals — gathered automatically.
Monitor each client's 0–100 Readiness Score across five dimensions: legal, financial, successor, emergency, and advisor engagement.
Buy-sell frameworks, succession plans, and communication templates — generated from actual client data and ready for your legal review.
Automatic notifications when documents expire, milestones slip, or client plans need attention. Never miss a follow-up opportunity.
Present a professional, branded experience to your clients. They see your firm — Successionly powers it behind the scenes.
30–50% of early-engagement hours are spent on discovery and information gathering. Clients arrive without ownership documentation, valuations, stakeholder maps, financial statements, or written goals.
Successionly changes that. When clients arrive prepared, trust builds faster, expertise deploys earlier, decisions improve, and overall costs decrease 20–40%.
Advisor Account
or $1,990/year — save $398 annually
Lighthouse Partner Program
Early advisors: $79/month with lifetime pricing, steering committee access, feature ideation input, and up to 25 free referral leads per month.
Join the advisors who are spending less time on paperwork and more time on strategy.
Get Early Access