Collection: Offer the CLEAR Kit Through Your Business
This page explains how businesses and service providers can offer the CLEAR Kit to their clients, customers, or employees.
Whether you want to simply refer the CLEAR Kit or offer it directly through your business, you can choose the approach that fits how you work, from referrals to in office delivery or branded kits.
How Businesses Use the CLEAR Kit
Different professionals use the CLEAR Kit in different ways. We offer three clear paths so you can choose what fits your practice, your clients, and your goals.
Option One: Referral Partner Program
This option is designed for professionals who want to recommend the CLEAR Kit without handling fulfillment or inventory.
As a referral partner, you receive:
- A unique referral link and code
- Commission on completed purchases
- Optional tracking and reporting
- Clear, client friendly language explaining when the CLEAR Kit helps
You focus on the conversation and guidance. We handle the product, fulfillment, and customer support.
This option works well for financial planners, attorneys, care professionals, therapists, coaches, consultants, and employee benefit programs.
Referral partners use the same tracking and payout system as our affiliate program, with language and support tailored for professional use.
Option Two: In Office CLEAR Kits with On Site Printing
This option is designed for businesses that want to provide CLEAR Kits directly to clients or families, including same day delivery when timing matters.
We ship complete, pre-assembled CLEAR Kits to your office or location. Each kit includes everything needed except the personalized front cover sheets and introductory pages.
You receive:
- Ready to use CLEAR Kits shipped to your location
- Editable templates for cover sheets and introductory pages
- Simple printing and insertion instructions
- Space to add your branding, contact information, and context
You can:
- Print and personalize kits on your own printer
- Hand a finished kit to a client the same day
- Include the kit as part of an engagement, aftercare package, or service bundle
- Offer it as a value add or included resource
This option is commonly used by funeral homes, aftercare providers, daily money managers, professional organizers, care managers, and planning adjacent professionals.
Prefer a hands off approach?
We can print the personalized materials for you and ship kits fully finished and ready to hand off.
Option Three: Branded and Co Branded CLEAR Kits
This option is designed for organizations that want a polished, consistent presentation without on site printing.
We print branded or co branded cover sheets and introductory materials that include your logo, messaging, and contact details. Kits are shipped fully finished and ready to use.
This option works well for organizations with multiple locations, standardized programs, higher volume needs, or teams that want consistency across client experiences.
A Few Practical Details
We know professionals need clarity before they say yes. Here is how this works in practice.
- You do not need to carry large inventory
- You choose whether kits are sold, bundled, or included in your offerings
- You control when and how the kit is provided
- Referral partners do not handle fulfillment
- In office partners can offer same day delivery
- Branded kits can be scaled across teams or locations
We're happy to talk through logistics, pricing models, and use cases to make sure this fits your workflow.
Why Businesses Choose the CLEAR Kit
The CLEAR Kit is not a generic organizer or a static binder of forms.
It is a guided system that helps people understand what matters, identify gaps, and take meaningful action. It is designed for real people in real situations, including moments of stress, illness, or loss.
For businesses, this means:
- Better follow through after important conversations
- A tangible next step clients understand and appreciate
- Natural opportunities for follow ups and annual check ins
- Improved outcomes for clients and families
- A resource you can confidently stand behind
The CLEAR Kit is developed by an attorney and informed by subject matter experts across estate planning, finance, funeral service, caregiving, and aftercare. It is designed to support your work, not compete with it.
If you support people through planning, transitions, caregiving, loss, or life administration, there is likely a natural place for Buried in Work within your work.
Who This Is For
Financial planners and wealth advisors
Use the CLEAR Kit to help clients organize the information that supports planning decisions and follow through after meetings. Many advisors use it as a referral, a bundled resource, or a tool that improves clarity between reviews.
Estate planning and planning adjacent professionals
The CLEAR Kit gives clients a structured way to gather and maintain information that supports legal planning without replacing professional advice. It helps reduce gaps, confusion, and missed follow ups.
Funeral homes, cemeteries, and aftercare providers
Provide families with a tangible next step during or after services. Many providers keep kits on hand to offer the same day, helping families move from overwhelm to clarity when timing matters.
Daily money managers and professional organizers
Use the CLEAR Kit as a foundation for ongoing work with clients. It creates a shared structure that makes bill pay, organization, and coordination easier and more efficient over time.
HR teams and employee benefit programs
Offer the CLEAR Kit as a benefit, resource, or referral that supports employees dealing with aging parents, serious illness, or loss. It provides practical help without requiring employees to navigate everything alone.
Care managers and aging life professionals
The CLEAR Kit helps centralize critical information for clients and families navigating care decisions. It supports coordination, communication, and continuity as needs change.
Frequently Asked Questions
Who is the CLEAR Kit for Business designed for?
The CLEAR Kit for Business is designed for professionals and organizations that support people through planning, caregiving, transitions, loss, or complex life administration.
This includes financial planners, estate planning and planning adjacent professionals, funeral homes, aftercare providers, daily money managers, professional organizers, care managers, and HR or employee benefit programs.
What is the difference between the Referral Partner Program and in office CLEAR Kits?
Referral partners recommend the CLEAR Kit using a unique link or code and earn a commission when a purchase is completed. Buried in Work handles fulfillment, shipping, and customer support.
In office CLEAR Kits are shipped directly to your location so you can provide the kit to clients or families yourself. You may personalize the kit with your branding and deliver it the same day if needed.
Do I need to carry inventory?
Referral partners do not carry inventory.
In office and branded CLEAR Kit partners keep a limited number of pre assembled kits on hand. There is no requirement to carry large inventory, and we can help you determine an appropriate quantity based on your use case.
Can I offer same day CLEAR Kit delivery to clients or families?
Yes. In office CLEAR Kit partners can provide same day delivery by printing and inserting the personalized cover sheets and introductory pages on site and handing the kit directly to the client or family.
Can we include our branding and contact information?
Yes. In office and branded CLEAR Kit options allow you to include your logo, contact information, and contextual messaging on the cover sheets and introductory pages. Referral partners do not add branding to the kit itself.
Do you provide printing templates and instructions?
Yes. For in office printing, we provide editable templates along with clear instructions for printing and insertion. These templates are designed to be used with standard office printers.
Do you offer a hands off option if we do not want to print materials ourselves?
Yes. We can print the personalized cover sheets and introductory pages for you and ship kits fully finished and ready to hand off.
Can we sell the CLEAR Kit or include it as part of our services?
Yes. Depending on the partnership type, you may sell the CLEAR Kit, bundle it into an existing service, include it as part of an engagement, or offer it as a value add. You control how and when the kit is provided.
How does referral commission work?
Referral partners receive a unique link or code. When a purchase is completed using that link or code, a commission is paid according to the partnership terms. We provide guidance on how tracking and reporting works.
Does the CLEAR Kit replace legal, financial, or professional advice?
No. The CLEAR Kit is an organizational and educational system. It is designed to help people gather information, understand what matters, and take next steps. It does not replace legal, financial, medical, or professional advice.
Will using the CLEAR Kit compete with our services?
No. The CLEAR Kit is designed to support and enhance your work by improving clarity, follow through, and outcomes for clients. Many partners use it as a foundation for deeper conversations and ongoing engagement.
Is there a minimum order requirement?
Minimums vary based on the partnership type. Referral partnerships do not have minimums. In office and branded options may have minimum order quantities depending on customization and volume.
Can we use the CLEAR Kit in workshops or educational programs?
Yes. Many partners use the CLEAR Kit as a tangible next step following workshops, seminars, or client education sessions. We can provide guidance on appropriate use and positioning.
How do we get started?
Tell us about your business, your audience, and how you want to use the CLEAR Kit. We will follow up with next steps and help you choose the right setup.
Interested In Offering CLEAR Kits For Your Business?
If you're interested in using the CLEAR Kit in your business or offering it to clients, families, or employees, we would love to learn more.
Contact us to start the conversation.