Professional resources
Everything you need to introduce Life Box.
Approved Life Box Professionals get referral tools, client materials and talking points inside their partner dashboard.
What's in your partner dashboard
Your referral link and QR code
A personal link and printable QR code so clients can start their Life Box from a handout, an email signature or a signing package. Referrals are attributed on first touch for 90 days.
Client invitation emails
A short, calm invitation you can send from your dashboard. It explains Life Box in plain language and makes clear that you never see what's inside.
One-page client handout
A printable page explaining what a Life Box is and what belongs in it — designed to sit inside a signed document set.
Talking points
How to raise preparedness with clients without making the conversation about mortality.
Gift and bulk memberships
Claim codes you can include in your service. The client activates and owns the account from that moment.
Readiness sharing
If a client chooses to, they can share their high-level readiness percentage with you. Completion only — never contents — and revocable at any time.
Talking points
Language that keeps the conversation about preparedness rather than death.
- "Your will is done. The next question is whether your family could find everything around it."
- "Most executors spend their first months searching for information, not settling an estate."
- "This isn't about dying. It's about someone being able to step in for a few weeks if you couldn't."
- "You keep control of everything. I never see any of it."
Not a partner yet?
Apply to the Founding Professional program to unlock your referral link, client materials and partner dashboard.