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Orderly Affairs

Give Your Clients More Than a Plan. Give Them Peace of Mind.

Partner with Orderly Affairs and stock the physical estate planning kit in your office — a tangible tool your clients can start using the same day, and an easy way to add real value to every relationship.

Become a Partner

       

 

Why Attorneys, Advisors, and Professionals Partner With Us

A Complete System, Not Just a Document

Beyond wills and trusts, the kit organizes everything a family will actually need: pre-labeled folders for vital records, insurance, property, and final wishes, all in one box.

Fireproof, Waterproof Protection

Every kit includes fireproof, waterproof storage for irreplaceable documents — real protection a filing cabinet can’t offer.

Ready to Hand to Clients

Each kit arrives complete: pre-labeled folders, secure storage, and a printed instruction guide — ready to use the same day, no setup required.

Built for Real Families

Step-by-step instructions make it approachable for clients who have been putting this off for years — no legal or technical background required.

More Value for Your Clients. More Time for You.

Frees Up Billable Hours

Instead of walking every client through logistics like passwords, titles, or where the safe deposit key is kept, point them to a system built for exactly that.

Extends Your Services

Give clients life organization support that goes beyond wills, trusts, and financial plans, without building or maintaining it yourself.

Deepens the Relationship

A client who finishes their Orderly Affairs kit has made real progress on their estate plan — and they will remember who pointed them there.

How Partnering Works

1

Apply

Register at orderly-affairs.com/login and select Channel Partner as your account type.

2

Get Approved

Applications are reviewed manually, usually within 1-2 business days.

3

Start Offering

Stock kits at deeply discounted partner pricing to resell directly to clients.

Partner Pricing

Approved Channel Partners get deeply discounted pricing on every kit for direct purchase. No minimum order, no inventory commitment.

 

Ready to Add Real Value to Your Practice?

Applications typically take 1-2 business days to review.

Become a Partner