Bring the Estate Planning Pyramid & CLEAR Kits to Your Clients
Every professional faces a different challenge when it comes to estate and end-of-life planning. Buried in Work’s Estate Planning Pyramid™ solves the biggest barrier across every field (which helps people actually take action) while giving you a clear, ready-made framework to make your work easier and more effective.
For Estate Planning Attorneys
Spend less time explaining and more time on billable hours.
Clients stall. Documents sit unsigned. Meetings get consumed by education instead of decisions. The Estate Planning Pyramid™ gives your firm a simple, visual way to show clients exactly where they are in the process and what’s next.
- Streamlines client intake and preparation
- Reduces repetitive “Estate Planning 101” conversations
- Helps staff pre-qualify clients and identify gaps early
- Increases completion and update rates
- Positions your firm as a trusted educator, not just a document provider
For Financial Advisors & Insurance Professionals
The easiest way to open estate conversations without crossing compliance lines.
Clients want to talk about legacy and protection but hesitate when the topic turns to legal documents. The Pyramid gives you a compliant, educational tool to introduce estate planning and strengthen long-term engagement.
- Initiates estate conversations safely and confidently
- Keeps clients engaged between meetings with branded take-home tools
- Builds credibility and retention through better understanding
- Creates new referral opportunities with attorneys and CPAs
- Turns “we’ll do that later” into action now
For Hospice, Funeral, and End-of-Life Professionals
Help families find clarity when they need it most.
Families often arrive unprepared, emotional, and overwhelmed. The Estate Planning Pyramid™ provides structure, clarity, and practical tools to guide them through what comes next.
- Reduces confusion around roles, finances, and logistics
- Offers ready-to-share handouts and workshop materials
- Enhances your reputation for thoughtful, compassionate guidance
- Builds trust and deeper relationships with families
For HR & Employer Programs
Support employees through life’s hardest transitions.
Employees dealing with caregiving, loss, or estate duties often face burnout and distraction. The Pyramid adds a high-impact, easy-to-implement resource to your benefits program.
- Reduces stress-related absences and improves engagement
- Strengthens employee loyalty and retention
- Demonstrates corporate care and empathy
- Provides tangible tools employees can share with their families
Who We Partner With
Why Partner With Buried in Work?
Navigating estate planning, end-of-life decisions, and legacy preparation can be overwhelming for individuals, employees, and the organizations that support them. Buried in Work provides trusted, easy-to-use resources that simplify complex topics.
Partnership Opportunities
Partnership Opportunities
There are many ways to collaborate with Buried in Work. Whether you’re looking to increase visibility, strengthen your brand, or provide valuable resources to your clients, we offer flexible, à la carte partnership opportunities to fit your needs.
Looking for something unique? We’re always open to custom collab orations. Let’s build the right solution for you.
