Shared arrangement
Family members in different places take part in the same arrangement at the same time.
Family Portal
Family arrangement portal
Families are often spread across the country. The arrangement portal lets them take part remotely: review service details, share decedent information and photos, e-sign, and pay. Everything writes directly to the case the director is working in, so there is nothing to re-key.
Who it is for
- Families with relatives in different states
- Directors arranging by phone and email
- Firms chasing signatures and payments
- Staff re-keying details a family sent in
What it replaces
- Long phone calls to confirm every detail
- Bolt-on portals that do not reach the case
- Emailing forms back and forth to sign
- Collecting photos and notes by text
How the family portal works
The family works in the portal while the director works in the case. They are the same record.
- 01
Invite the family
Send a secure invite so family members can join the arrangement from wherever they are.
- 02
Review and confirm details
The family reviews the service details you proposed, suggests changes, and confirms what is right.
- 03
Share information and photos
They add decedent information and upload photos, which land on the case for the obituary and tribute page.
- 04
E-sign documents
Send authorizations and contracts for e-signature, and store the signed copies on the case.
- 05
Pay online
The family pays from the portal, and the payment posts against the case balance the director sees.
What the portal handles
Confirm service details
The family reviews and confirms dates, times, and choices, so the case reflects what they want.
Information and photos
Decedent details and photos come in through the portal and land on the case.
E-signatures
Authorizations and contracts are signed online, with signed copies stored on the case.
Online payment
Families pay from the portal, and the payment posts against the case balance.
Writes to the case
Unlike bolt-on portals, everything the family does writes directly to the case, with no re-keying.
Common questions
Is the portal secure?
Yes. Families join through a secure invite, and what they share is tied to the case under your firm.
Does the portal connect to the case?
Yes. Confirmations, information, photos, signatures, and payments all write directly to the same case the director works in.
Can family members in different states take part?
Yes. The portal is built for families spread across the country to take part in the arrangement remotely.
Can families pay through the portal?
Yes. Families pay online from the portal, and the payment posts against the case balance the director sees.
See the family portal on a case
In 20 minutes we walk a remote arrangement from invite to confirmed details, signatures, and payment.