● FOR PROFESSIONAL ADVISORS
Add Guardian-level digital estate planning to your practice. One invite link, zero tech setup, and your clients are protected from day one.
BUILT FOR PROFESSIONAL ADVISORS
Most clients leave appointments with a good will, a solid plan on paper, and no way to get their family into the accounts and documents that matter most. The passwords. The online bank. The crypto. The logins that run their financial life. Notenz gives you a way to fix that, for every client you work with.
THREE STEPS
01 /
Send us a quick application. We set up your partner account, usually within one business day.
02 /
Your dashboard gives you a unique link. Forward it to clients by email. They sign up in under 2 minutes and land directly on a Guardian vault, covered by you.
03 /
You can see which clients have joined and when they last checked in. You cannot see what they store. That is by design.
GUARDIAN PLAN, COVERED BY YOU
These are features your clients cannot access on the free plan. With the partner program, they get all of it because you are covering it.
YOUR PARTNER DASHBOARD
See who has joined, when they last checked in, and whether their vault is active. No vault contents, ever.
Share it however you work: email, a PDF handout, a follow-up note after appointments.
One invoice per year, issued by us, based on active clients at renewal date. No monthly surprises.
STRAIGHTFORWARD PRICING
€18 per client per year. Minimum 5 clients (€90/year net). VAT applies for DE/AT/CH businesses. We send a single annual invoice. No subscriptions.
What if I remove a client mid-year?
Clients are billed at your annual renewal date. Removed clients before that date are not charged.
When do I get invoiced?
Once per year, around your renewal date. We email you before it arrives.
YOUR CLIENTS TRUST YOU. THEY NEED TO TRUST THIS TOO.
Partner access is read-only status data: email address, join date, last check-in date. Nothing else. Your clients' vault contents are encrypted before they ever reach our servers. No one at Notenz can read them either. This is not a policy promise. It is how the encryption works.
Notenz is operated by Klarschritt UG, registered in Germany, subject to GDPR. See our Privacy Policy for the full data breakdown.
BEFORE YOU APPLY
No. Guardian access is covered by your annual invoice. A client who already has their own Notenz subscription keeps it and is not billed to you.
Yes. New partners start on a trial with up to 3 clients.
They link to your account and are marked self-paying. You are not billed for them.
Your clients receive a notice by email. They have 6 months to add their own payment before their account moves to the free plan. Their data is never deleted.
No contract, no minimum term. Annual billing is by invoice, not by auto-charge.
Email address, account status, and date of last check-in. Nothing in their vault.
Applications take about 2 minutes. We review every partner account personally and reply within one business day.
Apply to become a partner