The Estate Planning Pyramid is a visual and educational framework created by Buried in Work™ to make estate and end-of-life planning clear, approachable, and actionable.

It shows how planning builds from foundational documents to organization to advanced strategies, helping families understand where they are today and what comes next.

Professionals use it to:

• Start meaningful client conversations
• Identify gaps in a plan
• Reinforce ongoing services and next steps
• Connect clients with practical tools like the CLEAR Kit and the Information Hub

Most clients don’t know where to begin, and traditional legal or financial materials can feel overwhelming.

The Pyramid simplifies the process with a step-by-step visual approach that:

• Turns abstract planning into a clear path
• Encourages clients to take small, achievable actions
• Helps professionals align their work within a broader estate plan

When clients see where your service fits within the Pyramid, it builds trust and demonstrates value.

1. As an Icebreaker
   Use the Pyramid to open conversations about readiness.
2. As a Planning Map
   Show clients how documents, decisions, and professional services stack together to create a complete plan.
3. As a Retention Tool
   Offer clients a co-branded copy or link to the digital version so they can track progress and stay organized.
4. As an Educational Resource
   Add it to presentations, newsletters, or community events to position your firm as a trusted guide in life-planning education.

Buried in Work offers flexible ways to integrate the Estate Planning Pyramid™ into your client experience. Whether you’re a financial advisor, estate attorney, funeral director, or benefits educator, our goal is to make it easy for you to educate, engage, and build trust with the people you serve.

Included Partner Resources

1. Licensed Access Materials

• Professionally designed, print-ready and digital versions of the Estate Planning Pyramid
• Permission to distribute to clients and use in presentations or educational events
• Optional co-branding with your logo and firm name

2. Client Education Toolkit

• Short explainer slides for use in workshops, webinars, or client onboarding
• Content to keep your clients engaged year-round with educational content you can publish directly
• Printable handouts for office displays or new client folders

3. Digital Integration Options

• Embeddable Pyramid graphic for your website or client portal
• QR codes linking to related Buried in Work resources and tools
• Lead-tracking dashboard that shows engagement activity on shared links

4. Marketing & Co-Promotion Support

• Recognition as a participating partner on BuriedInWork.com
• Optional shared features in our national “Conversations That Matter” campaign
• Ready-to-use social posts, email blurbs, and newsletter content for your audience

5. Extended Resource Library

• Direct connection to related Information Hubs and CLEAR Kit materials
• Exclusive partner downloads (like checklists, referral templates, and case examples)
• Access to upcoming Pyramid modules for specialized audiences (veterans, caregivers, small business owners, and more)

• Simplifies client education and increases engagement
• Reinforces your professional role within a larger planning process
• Provides compliant, ready-to-use materials
• Strengthens trust and client retention
• Generates natural opportunities for ongoing collaboration