KinSwitch is a daily place for notes and files. This page is one thing people keep there. The handoff is the same.
40% of Clients Would Switch Advisors for Better Estate Planning.
52% of Americans don't know where their parents store critical documents. KinSwitch lets your clients encrypt and automatically deliver documents to beneficiaries, strengthening your comprehensive planning offer. Recommend it, retain clients, and earn 25% recurring commission.
Free to join. No subscription required.
You Manage Their Wealth. Who Manages Their Documents?
52% Don't Know Where Documents Are
Over half of Americans don't know where their parents keep critical estate documents. Wills, insurance policies, and account credentials are scattered across email, filing cabinets, and forgotten folders, making the financial plan you built together inaccessible.
20-Month Average Probate
When a client passes, their family waits an average of 20 months for probate. Probate costs 4-7% of the estate value. The comprehensive financial plan you structured stalls without supporting paperwork.
Clients Leave for Comprehensive Planning
40% of clients say they would switch advisors for better estate planning services. Offering digital document delivery differentiates your practice and deepens the client lifecycle relationship.
KinSwitch is the digital estate planning layer your practice is missing. Clients upload encrypted documents and set a deadman switch. If they stop checking in, beneficiaries get secure access automatically. You deepen client relationships, and earn 25% for every referral.
What You're Recommending
KinSwitch is encrypted document delivery with an automatic dead man's switch. Here's what your referrals get.
Strong Encryption
Client files are encrypted at rest and in transit.
Automatic Deadman Switch
Clients set a check-in schedule. If they miss it, beneficiaries automatically receive secure access to designated documents, bypassing probate delays entirely.
Beneficiary Management
Clients assign specific documents to specific people. Spouse gets insurance policies, executor gets the will, children get personal messages. Full control, zero ambiguity.
How Much Can You Earn?
With your existing client roster and plans starting at $7.99/month or $79/year, the math is simple. Many advisors add KinSwitch to their standard onboarding checklist.
Commission is 25% of every payment, for as long as the client stays subscribed, monthly, yearly, or multi-year. Clients who see KinSwitch as part of your comprehensive planning offer are more likely to stay long-term. Figures use list prices, before your referrals' 10% discount.
How the Partner Program Works
Apply to the Program
Sign up for a free partner account. No KinSwitch subscription required to start referring.
Add to Your Client Workflow
Share your unique link during planning reviews, in client welcome packets, or as part of your annual comprehensive planning checklist.
Earn 25% Recurring Commission
Every client who subscribes through your link earns you 25% of every payment they make. Track everything in your real-time partner dashboard.
Financial Professionals Already Recommend KinSwitch
Advisors add KinSwitch to their client onboarding as the digital estate planning layer.
"As a financial advisor, I recommend Killswitch to every client. It fills the gap that traditional estate planning leaves wide open: instant, encrypted access for the people who need it most."
Michael R.
Financial Advisor
"Setup took less than 10 minutes. Now my wife knows exactly where everything is if something happens to me. The deadman switch gives us both peace of mind."
David T.
Business Owner
"Killswitch solves a huge hole in my estate planning needs, in a secure and reliable way. It truly is peace of mind for my legacy."
Ryan D.
Early Adopter
Frequently Asked Questions
No. You can join the partner program and refer clients without having your own KinSwitch subscription. Just apply through our partner portal.
25% of every payment the referred customer makes, for as long as they stay subscribed. Plans start at $7.99/month or $79/year. Each commission becomes owed 30 days after the payment is collected (the refund window), then we pay it out.
Many advisors add KinSwitch alongside wills and beneficiary designations in their comprehensive planning checklist. It takes clients under 10 minutes to set up. Share your referral link in planning reviews, welcome packets, or annual check-in emails.
When clients click your unique referral link, they automatically receive 10% off their subscription at checkout. No coupon codes needed.
KinSwitch encrypts notes, filenames, and metadata. Files are stored as private objects locked to the account, and every share is individually revocable.
Beneficiaries receive a unique secure link via email. They can download their assigned files directly: no KinSwitch account required. This bypasses probate entirely for document access. Clients can set grace periods and revoke access at any time.
Ready to strengthen your comprehensive planning offer?
Add KinSwitch to your client toolkit. Earn 25% recurring commission while deepening client relationships.
Apply to Partner ProgramFree to join. No subscription required.