Digital Estate Growth Target law firms and wealth advisory practices as partners to expand their digital estate planning offerings, highlighting My Life and Wishes as a secure, 24/7 accessible platform that streamlines client onboarding and enhances client retainment.

Enterprise Readiness Position the platform for mid-market and affiliate channels by underscoring compatibility with Google Cloud, Microsoft Azure, WordPress and hosting platforms, plus scalable security features to support larger client bases and multi-attorney or multi-advisor workflows.

Recurring Revenue Emphasize the potential for predictable recurring revenue through partnerships with estate planning attorneys and wealth advisors, offering bundled solutions that increase client lifetime value and referral velocity.

Security and Accessibility Leverage the emphasis on security and global accessibility to prospect families and corporate clients seeking trusted digital estate solutions, and propose white-labeled or co-branded options to expand market reach.

Growth Benchmarking Highlight the company’s revenue range and growing ecosystem when engaging potential OEMs or reseller partners, using comparable players in the space to frame achievable growth targets and credibility.