Partner Program

Legacy infrastructure for institutions of memory.

We work with two kinds of institutions who already sit at the most meaningful moments of human life: funeral homes and estate planners. EveraRealm partners with both as a co-branded preservation offering — real resale economics on the one-time Legacy package, a deeper relationship with the families they serve, and a Vault subscription that Evera carries forward for the long arc.

For Estate & Wealth Planners

The non-financial estate, finally on the balance sheet.

You already help clients structure trusts, wills, and digital asset inventories. You already counsel them on succession, philanthropy, and family governance. What's missing — and what the next generation will ask about most — is identity, values, voice, and wisdom.

EveraRealm slots in as the preservation layer of the estate plan. We integrate cleanly with your existing intake, your existing review cadence, and your existing client relationship. You resell the Legacy package and earn a real margin; Evera carries the ongoing Vault subscription directly with the family. For the highest-value clients, Eternity travels as a referral track — your introduction, our white-glove delivery, an attractive commission on a closed premium sale.

Integration brief

·Add EveraRealm as a recommended preservation provider
·Bundle Family or Generations into estate packages
·Hand off via a co-branded onboarding link
·Refer Eternity at the will-planning moment
·Designate the Legacy Steward inside the estate plan
·Quarterly client preservation status review
·Real per-package resale margin (steered toward Generations)
·Attractive referral commission on every Eternity closed

Two channels into your practice

Resale where it fits — referral where it earns most.

Resale track

Family & Generations

For clients who want preservation as a standard part of the estate plan. You present the package, earn a real margin on each sale, and the family's ongoing Vault subscription becomes Evera's relationship to carry forward.

·Steered toward Generations — highest retention, most generous share
·Bundles cleanly into estate packages
·Co-branded onboarding for the family
·Subscription handoff is disclosed at purchase

Referral track

Eternity

The highest-intent, highest-value introduction in the entire funnel. You introduce the client at the will-planning moment; Evera delivers the white-glove engagement — concierge onboarding, full memoir work, real documentary production — and you earn an attractive referral commission on a premium closed sale.

·Referred, not resold — Evera delivers personally
·Single high-value introduction, premium ticket
·No wholesale discount given up
·Reserved as a relationship lever for top partners

The natural fit for the estate-planner channel — your client, your moment, our delivery.

Setup, partner share, and referral commission are tailored to the practice and shared in the partner conversation.

Why now

"The wealth transfer of the next twenty years is roughly $84 trillion. The wealth your clients actually want to transfer — wisdom, faith, identity, story — has no instrument and no custodian. We are building both."