Be the advisor
your clients seek
It's not just about the numbers. Wishlife’s qualitative life planning tools enrich client relationships, trust, loyalty, generate referrals, and connect the next generation.
What clients want to protect
Clients value emotional assets
over 6x more than financial ones.
Wishlife delivers what matters.
Family Stories
86% of people say family stories are the most important part of their inheritance.
Medical Wishes
84% say documented medical wishes are important, yet only 36% do it.
Parents Remembered
75% say it’s extremely important for future generations to remember their parents.
Avoid Family Conflict
49% care about minimal conflict between family members.
Learn how Wishlife can give your clients what they're looking for.
Qualitative tools
Wishlife is a pioneering digital platform that enables families to capture, organize and share meaningful stories and guidance.
Deepen relationships
Client gratitude and loyalty for enabling them to record their cultural heritage through stories, and assemble their documents and guidance.
Grow your business
Generate highly qualified leads as clients organically introduce your brand to their network of family and friends.
Increase retention
Strengthen client loyalty and become a trusted advisor to the next generation.

What you get

Engage your clients in a whole new way and
understand what really matters to them.

Documents and Instructions
Help clients organize all of their important documents. (Trust, Advance Healthcare Directives, Financial Statements and more) all in one, secure place.
Stories and Guidance
Harness the power of video to help your clients record guidance and family stories for future generations.
Client engagement and insights
Our process engages your clients to keep them coming back to the platform, while our reporting gives you insights that help you understand what’s important to them.
Highlight your brand
Clients and their network of family and friends see your brand as they use and share Wishlife.
Mobile ready
Clients can access Wishlife via any device that suits their needs.
Get in touch
See how Wishlife can set your firm apart from the rest.
400 Oyster Point Blvd, Suite 326, South San Francisco, CA 94080
© 2019 Wishlife Inc. All rights reserved.