The gap you already own: a will names an executor, but it doesn't help them get into the accounts it refers to. When a family can't access digital assets, the first call is often to the firm that wrote the will — not because anything went wrong, but because it feels like someone should have covered it.
Why Firms License This
01
Closes a Liability Gap
Digital assets are part of the estate now. This makes sure your files account for them.
02
A Reason to Re-Contact Clients
An annual digital review gives your firm a natural, non-salesy reason to check in every year.
03
A Real Differentiator
"The only firm in [city] that includes digital legacy planning" is a line you can say out loud.
Practice License Tiers
Priced on active client files, not firm headcount — because that's what actually drives cost and value.
Starter
Up to 100 active files
As low as $12/client file
- Full training & certification for one designated rep
- Partner portal & live seat tracking
- Co-branded client materials
Growth
101–300 active files
As low as $10/client file
- Certification for multiple designated reps
- Partner portal & live seat tracking
- Co-branded client materials
Scale & Enterprise
301+ active files
From CA$5,990/year
- Dedicated onboarding & account support
- Full firm-wide rollout
- Partner portal & live seat tracking
Most Common
Scale & Enterprise
From CA$5,990/year
On a 300-file practice, a license works out to roughly the cost of a single associate hour per year — covering every file, not just the ones a client happens to ask about.
How we count active files: Your firm gets a single Firm Activation Link for AI Agent Life, Business & Legacy-level access — no cost to your clients, no commission involved. Every client activated through it counts toward your tier. You can see your live count anytime in the partner portal, and we true up your tier once a year at renewal — never a surprise mid-year invoice.
How Live Certified Specialist Support Works
Every client receives SMD AI Agent through your firm's Practice License.
Clients who want ongoing live guidance can upgrade to SMD AI + Specialist services for either Life, Business or Legacy adding personalized support from a Certified Specialist while continuing to use the SMD platform.
FIRM-DELIVERED
Your team provides the service—and keeps the revenue.
We train your in-house Certified Specialists, who deliver setup sessions, reviews, and ongoing support as part of your client service.
SMD-DELIVERED
We provide the Specialists—you stay focused on your practice.
When you prefer not to deliver the service in-house, clients can be booked with our Certified Specialist Network, and SMD manages the support for a per-client service fee.