For estate attorneys, life insurance agents and financial advisors
A clear path for every client.
WhatIf is the family vault you recommend to every client, so the policy you wrote and the plan you drafted can be found. Your client records where their accounts, policies and documents are, and who to call. If something happens to them, the family knows where everything is, who to call and what to do next.
What it does for your practice
Estate and trust attorneys
The plan gets found.
The original may be in your office safe. The life insurance, the 401(k) and the online accounts usually aren't. WhatIf gives the family one place to find where they are.
24% of US adults have a will (Caring.com 2025 Wills and Estate Planning Study).
Life insurance agents
The policy gets found.
A policy only helps if the family knows it exists. WhatIf gives clients one place to record every policy and who to call. It's never bundled with a policy.
About $16.99B in life insurance benefits matched for beneficiaries through the NAIC Life Insurance Policy Locator, Nov 2016 to Jul 31, 2026 (NAIC, September 3, 2026).
Financial advisors
Your plan still matters.
When the family knows where everything is, the plan you built can be found and followed.
How to start
Ask for a 15-minute walkthrough
Email whatif@easynow.life and we'll show you how WhatIf works, start to finish.
Try it with 3 clients
Recommend it to the next 3 clients you meet with, and tell us how it went.
Make it part of how you work
Join the partner program for your own link and code. It's free to join. Become a partner.
Built with your rules in mind
It doesn't replace your work
The will, the trust and the policy stay yours. WhatIf keeps track of where things are and who to call.
Never bundled with a policy
Agents recommend WhatIf; it is never included with, or conditioned on, an insurance purchase.
Your compliance contact comes first
We'll answer your ethics or compliance contact's questions before you recommend it.
Security your IT team can check
How client information is encrypted on their own device, who holds the keys, what WhatIf can and can't see, and where it's hosted. Six pages, written for advisers, with a technical section for IT reviewers.
Download the security brief (PDF)Questions professionals ask
Does it replace my client portal?
No. Most portals hold your documents. WhatIf is where the client records where everything is and who to call, alongside what you hold.
Can I see my clients' information?
No. Partners never see inside a client's vault. Your dashboard shows only a masked email, plan status, key dates and your fees.
Is there a cost to me?
No. Joining is free. Independent insurance agents earn a referral fee on their clients' payments and must tell clients they earn it. Attorneys, financial advisers, broker-dealer reps and accountants join at no fee, because professional rules limit referral fees. Captive agents start at no fee until their carrier approves one. The full terms are in the Partner Program section of our Terms.
How do my clients sign up?
You get your own link and code. Clients use it when they start their free trial.