Your $50 annual subscription gives you access to automatically email your clients everything needed for their Executor to fulfill the service. This includes information about the service, instructions for the Executor, and an access code the Executor can use at no charge to them at the time of need. All access codes are linked to your email address in order to notify you of the Executor's contact information at the time of fulfillment (after death).
Get what you need to share NextGen Bridge with your clients. 1. Click here to use our suggested email template language. OR 2. Click here to download our Product Overview PDF for handout.
Enroll your clients.
Once you have subscribed and received your credentials in Step 1, log intothe system with your credentials to request client enrollment. Upon enrollment, your client will receive an email with instructions for the Executor and a one-time use code that can be used at no charge to them (we will bill you upon use of the code).
Did you misplace your credentials? Contact us at support@protectheir.com.
Save your client’s executor days of effort.
The Executor will log into ProtectHeir.com with their code and enter all information into the relevant fields and hit submit - the entire process of creating the notifications takes only about 15 minutes. All links and letters needed to notify the relevant entities (according to each institutions specific instructions for notification) are shown instantly and sent to the email address the Executor provided.
Receive Executor's Contact Information and Final Payment
Once the Executor fulfills the service, we will send an email to the advisor email associated with the "one time use code" and provide the advisor the deceased's name and their Executor's contact information. You can then reach out to the Executor to assist them in setting up estate accounts, or new accounts for their heirs, so that the wealth transition is smooth and hopefully retained within your organization.
Our billing model was designed so that payment for the service is AFTER you and the Executor receive the value. Once we provide the service to the Executor, and send the Executor contact information to you, we will bill the card on file for fulfillment. The current pricing is $95 for each fulfillment.
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.Ok
