Serene Legacy integrates into your care offering as a trusted legacy platform — giving your clients the tools they need at life's most important moments, while creating a new revenue stream for your organization.
We partner with organizations that are already trusted by the families and individuals who need Serene Legacy most.
Offer residents and their families a dignified platform for planning ahead — deepening your community's care offering and supporting families through every stage of the journey.
Give patients and families the tools to preserve memories, organize affairs, and prepare for transition — extending the compassionate care your team already provides.
Complement your legal services with a platform that keeps your clients' documents organized, accessible, and ready to execute — a natural extension of the trust you've already built.
Help clients protect and organize their financial legacy. Serene Legacy bridges the gap between financial planning and the full end-of-life picture your clients need to complete.
Support patients and families navigating serious illness and end-of-life planning. Serene Legacy fits naturally into advance care planning programs and discharge support workflows.
Provide grieving families with practical tools alongside emotional support. Serene Legacy can be offered as a benefit to your community members at preferential rates.
Our partnership model is designed to be frictionless for your team and immediately meaningful for your clients.
Reach out to our partnerships team. We'll scope the right model for your organization — co-branded, white-label, or referral — and handle the setup.
Share your co-branded link or materials with clients and families. We provide ready-to-use collateral, email templates, and onboarding support.
Your clients create their account and begin their legacy journey. Our team handles onboarding, support, and ongoing engagement entirely.
For every client who upgrades to a paid plan, your organization receives a referral commission. Tracked transparently through your partner dashboard.
Earn referral commissions on every paid subscription your clients activate — a meaningful addition to your organization's revenue without adding operational burden.
By connecting clients to Serene Legacy, you become part of one of the most important journeys in their lives — deepening loyalty and trust in your organization.
Stand out in a crowded marketplace by offering something no competitor does: a complete, dignified legacy platform as part of your care offering.
Your clients see your organization's identity within the platform — reinforcing your brand relationship throughout their legacy journey, not just at sign-up.
The families you serve are often facing life's most difficult moments — the loss of a parent, a serious diagnosis, the weight of managing an estate. The practical disorganization that comes with these moments compounds grief unnecessarily.
By offering Serene Legacy, you give your clients and their families something genuinely useful: a platform that organizes the practical, preserves what's personal, and makes the transition as graceful as possible.
That's not just a service add-on. It's a deepening of the care your organization has always stood for.
Your clients get full access to Serene Legacy's complete platform — a meaningful, lasting benefit that reflects well on your organization.
Military-grade encrypted storage for wills, healthcare proxies, passwords, and every critical document — accessible when it matters most.
A beautiful space to capture photos, record video messages, and preserve the stories that future generations will treasure.
Invite trusted family members and advisors with role-based permissions. Everyone who needs access has it — and only them.
Step-by-step checklists personalized to each individual's situation — making it easy to get affairs in order without knowing where to start.
When the time comes, event-triggered document sharing and executor dashboards give families clarity and direction — so they can grieve, not scramble.
Clients referred through a partner organization receive priority onboarding assistance and dedicated support throughout their journey.
Reach out to our partnerships team and we'll walk you through the model, the numbers, and how to get started. There's no obligation — just a conversation.
engage@serenelegacy.com · Boston, MA