Membership
Two ways to belong to a network built on trust.
Every member — Core or Affiliate — is reviewed before joining. Membership is by invitation or application; inquire for current investment.
For the practitioners families rely on directly.
Core Membership is built for vetted practitioners working across the estate and life-transition lifecycle — the professionals of record on a case.
- Attorneys
- Accountants
- Financial Advisors
- Money Managers
- Insurance Professionals
- Fiduciaries & Guardians
- Real Estate Professionals
- Paralegals & Legal Assistants
- Document Specialists
- Probate & Estate-Clearing Professionals
Why join as a Core Member?
Complex and cross-border estates demand a network you can vouch for. Core Membership gives you a referral network built on real vetting, a way to collaborate on cases that outgrow a single jurisdiction, and a peer group that actually understands the weight of this work.
Core Membership Benefits
Vetted referral network
Send and receive client referrals within a community that has been reviewed for professionalism and ethics.
Cross-border collaboration
Work complex, multi-jurisdiction cases alongside members across the USA, Canada, Mexico, Europe, Australia, and beyond.
Online directory profile
A professional profile with your photo, designation, business card or logo, location, contact information, QR code, and direct link.
Private Slack workspace
Real-time access to a moderated community of peers for case questions, referrals, and support.
Members-only Facebook group
A second home for discussion, resource-sharing, and staying connected between calls.
Education & best practices
Ongoing knowledge-sharing on the technical and human sides of estate and life-transition work.
Thought-leadership opportunities
Guest content, speaking, and visibility opportunities within the Collective's platforms.
Community & ethics standards
A shared code covering confidentiality, ethical practice, anti-harassment, and referral etiquette.
For the businesses that support families beside them.
Affiliate Membership is built for allied and support professionals and businesses working alongside Core Members through life transitions.
- Estate-Clearing & Organizing Experts
- Move Managers
- Elder-Care Providers
- Care Coordinators
- Auction Houses
- Estate Liquidators
- Florists
- Gift Shops
- Memorial Specialists
- Operations Leaders in Life Transitions
Why join as an Affiliate Member?
Affiliate Membership puts your business in front of the clients Core Members already serve, backed by the credibility of a curated, invitation-or-application-based network — plus a genuine community of peers in adjacent fields, not just a listing service.
Affiliate Membership Benefits
Visibility to Core clients
Be discoverable by the families and professionals already working with our Core Members.
Credibility by association
Membership signals that you've been reviewed and stand behind the same standards as the rest of the Collective.
Online directory profile
A professional profile with your photo, designation, business card or logo, location, contact information, QR code, and direct link.
Private Slack workspace
Direct access to the same moderated community used by Core Members for referrals and questions.
Members-only Facebook group
Stay connected with the broader Collective between projects and referrals.
Education & best practices
Learn alongside Core Members on the realities of supporting families through transition.
Thought-leadership opportunities
Guest content and visibility opportunities within the Collective's platforms.
Community & ethics standards
The same shared code covering confidentiality, ethical practice, anti-harassment, and referral etiquette.
Membership is by application.
We haven't published pricing because every membership begins with a conversation. Apply below, and we'll follow up with current investment details for your tier.