Overview
What the BlockWill Partner Portal is, the four partner types, and a walkthrough of every feature.
What the Partner Portal is
BlockWill is a digital estate-planning platform: people record their assets, wishes, and legal documents in an encrypted vault so their estate passes to the right people.
The Partner Portal is the separate application where the professionals BlockWill works with run their side of that business. It is not the customer's app. In the portal you onboard clients, offer paid services, draft and deliver wills, take counsel referrals, talk to BlockWill, and track what you earn or owe.
You get access once BlockWill approves your partner application. What you can actually do then depends on which of the four types below your account is set up for.
The four partner types
The first three are flows, and one account can hold any combination of them. Team member is not a flow but a separate kind of login.
| Type | What you do | Who pays whom |
|---|---|---|
| Reseller partner | Bring your own clients onto BlockWill on seat-based plans. Invite users, assign plans, run your own catalog and will templates. | You bill your clients. You owe BlockWill the seat cost. |
| Service partner | Do estate-planning work for clients BlockWill assigns to you. Request documents, draft, submit for review, delegate to a team. | BlockWill pays you a fee per assigned service. |
| Referral partner | Earn on signups that use your partner code, and, as counsel, take matters routed to you as a Cross-Border Corridor Brief. | BlockWill pays you commission and referral fees. |
| Team member | A sub-account under a service partner. You see only the clients delegated to you. | Your partner handles pay. |
Each type has its own page covering every part of that type end to end. Anything shared by all of them is under Reference: Account for earnings, payouts, profile and settings, and Security.
Your sidebar only shows what your account is set up for, so it may be shorter than the screenshots here. The dashboard explains exactly what drives it.
Full walkthrough
One end-to-end recording covering the whole portal. Each feature also has its own short clip inside the sections that follow.
Use the chapter buttons under the recording to jump straight to a section.
Where to go next
Signing in
Passwordless sign-in by email, phone, or passkey.
The dashboard
The frame every page shares.
Reseller partner
Invite users, catalog, will templates.
Service partner
Submissions, team, messages.
Referral partner
Partner code, commission, payouts, and counsel handoffs.
Team member
The focused sub-account under a service partner.
Account
Earnings, payouts, profile, settings.