Estate Settlement Support for Financial Advisors | Honorly

Estate Settlement Support for Financial Advisors

Honorly helps you remain a trusted resource to the family as wealth transitions from one generation to the next.

When a client passes away, their family suddenly has an estate to settle: probate, bank and investment accounts, insurance claims, debts, property, taxes, paperwork, and dozens of institutions to coordinate across.

Honorly gives the family one dedicated point of contact to help manage that process from end to end. You focus on the family's financial needs. We manage the estate settlement work happening around them.

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Client account Ready for transfer
  • Death certificate received
  • Beneficiary identified
  • Transfer form requested
  • Institution follow-up pending
Account typeIRA
BeneficiarySpouse
StageIn progress
Why partner with us

Stay close to the family through the transition. We'll handle the administrative burden.

The partnership

A partnership built around your client relationships.

Honorly is designed to complement the advisor relationship, not replace it.

When you refer a family to Honorly, we become their dedicated estate settlement resource. We help inventory what needs to be handled, coordinate probate where needed, work through accounts and claims, and manage the long tail of administrative tasks that follow a loss.

Throughout the process, we work alongside you and keep you informed so you can stay focused on the family's financial picture and your relationship with the heirs.

Honorly is not a financial advisory firm. We provide administrative estate settlement support and do not provide investment or financial advice.

How it works

Three steps to supporting the next generation.

Step 1
Join the Honorly Financial Advisor Network.

Tell us about your practice, the clients you serve, and the types of accounts you manage.

Step 2
Introduce Honorly when a family needs support.

When a client passes away, you can make a warm introduction to Honorly so the family has dedicated help navigating the estate.

Step 3
Stay close while we handle the administration.

Honorly manages the estate settlement workflow and keeps you informed, while you remain focused on advising the family and building the relationship with the next generation.

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Who we're looking for

Built for financial advisors and wealth managers.

Whether you're an independent advisor, RIA, wealth manager, or part of a larger practice, Honorly can become the estate settlement resource you introduce when a client dies.

Your clients' families get hands-on support during one of the most difficult periods of their lives. Your team gets visibility without having to become the estate administrator. And you have an opportunity to remain a trusted resource to the family long after the original client is gone.

For financial advisor partners

Join the Honorly Financial Advisor Network.

Give your clients and their families a trusted resource to turn to when a loss occurs, with dedicated support through every step of the estate settlement process.

A short conversation is all it takes to learn about your practice, understand how Honorly works, and see if the network is a fit.

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