The Neighborhood Partner Program
Partner with Forward to give your clients a trusted family asset manager and strengthen your advisory relationships.
Express InterestBuilt for Advisors Like You
Wealth managers, estate attorneys, CPAs, and family office professionals use Forward to support their clients' legacy planning.
Estate Attorneys
Give your clients a secure place to store documents and designate fiduciaries — while you stay in the loop.
Wealth Managers
Extend your planning toolkit with inheritance clarity that complements your financial advice.
CPAs & Tax Advisors
Help clients organize records and coordinate with executors — without the back-and-forth.
Family Office Advisors
Serve multi-generational families with a single, transparent platform for legacy planning.
Financial Planners
Offer estate-planning support that keeps your clients ahead of life transitions.
Why Partner with Forward
A referral partnership that benefits you and your clients.
Strengthen client relationships
Offer a trusted tool that complements your estate and wealth planning advice.
Security your clients expect
SOC 2 compliant, RUFADAA-aligned, with the controls professionals demand.
Less paperwork, more clarity
Clients organize once; you get read-only access when they invite you.
Express Your Interest
Tell us a bit about your practice. A member of our team will reach out to discuss partnership opportunities.
If the embedded form is not working for you, open the form in a new tab or email stewards@forwardinheritance.com.
Have questions about partnership?
Reach out to discuss how Forward can support your practice.