For Estate Planning Attorneys
You Signed Your Plan. Here's What Actually Makes It Work.
Most estate plans don't fail in the drafting. They fail in the months after signing, when an account never gets retitled or a family can't find what they need. The Nokbox helps close that gap for your clients, and gives your firm a simple way to stand out.
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The Challenge
Signing Isn't the Finish Line.
A trust or will only works if the people and institutions around it know what to do next. Even well-drafted plans can quietly fall short after the appointment ends.
Assets Left Untitled
Real estate, accounts, and business interests that never get retitled into the trust don't get the protection the client paid for.
Beneficiary Forms Left Untouched
Retirement accounts and life insurance operate outside the will or trust entirely, and often get forgotten.
A Family That Can't Find Anything
Even a fully executed plan doesn't help if nobody knows where the documents, accounts, and instructions actually are.
This isn't legal advice, and it doesn't replace the work you do. It's a practical tool that supports the plan you've already built.
What It Is
The Nokbox™: An Instruction Manual for a Client's Life.
A complete, color-coded system with 67 labeled folders and 72 double-sided worksheets, giving clients and their families a single place to keep everything organized after signing.
Partnership Options
Three Ways to Make the Nokbox Part of What You Offer.
Every option below keeps your firm fully compliant with bar conflict-of-interest rules. The Nokbox never pays attorneys a referral fee or commission in any form.
Gift Certificates
No inventory required. Hand a certificate to a client at signing; they redeem it online and choose their own kit. Ships directly to them.
Built for: firms who don't want to hold inventory or manage sizing.
See gift certificate options →Plan Completion Kits
Purchase at wholesale pricing and hand clients a physical Nokbox as part of your closing packet — the tool that helps make sure their plan actually gets used.
Built for: firms who want a tangible part of every closing.
See wholesale pricing →Certified Consultant Program
For firms who want to build a formal "after signing" protocol into how they close every plan. An online training for your team.
Built for: firms ready to go beyond gifting.
Learn about certification →Wholesale Packs
Nokbox™ Wholesale Pricing
Every Nokbox variant is available at bulk pricing, with volume discounts that scale as you order more.
| Product | 10-pack | 25-pack | 50-pack | 100-pack |
|---|---|---|---|---|
| The Nokbox™ Lite Wholesale Packs | $590 $350 | $1,475 $800 | $2,950 $1,450 | $5,900 $2,700 |
| The Nokbox™ Base Kit Wholesale Packs | $1,290 $834 | $3,225 $2,015.50 | $6,450 $3,822.50 | $12,900 $7,228 |
| The Original Nokbox™ Wholesale Packs | $1,590 $990 | $3,975 $2,450.50 | $7,950 $4,647.50 | $15,900 $8,400 |
| The Nokbox™ Fireproof Wholesale Packs | $1,790 $1,074 | $4,475 $2,595.50 | $8,950 $4,922.50 | $17,900 $8,900 |
Need a smaller quantity? Nokbox Kits are also available in 5-packs
12 Gift Certificates — $1,999 $1,499
24 Gift Certificates — $3,998 $2,999
Pricing shown reflects rates as of the last page update — always confirm current pricing at thenokbox.com before finalizing an order. Need something custom? Contact savannah@thenokbox.com for bulk sales, or partnerships@thenokbox.com for anything else.
Free Resource
A Free Tool for the Six Months After Signing
"You Signed Your Plan. Here's What Actually Makes It Work." is a free, one-page checklist your clients can use to retitle assets, update beneficiaries, and organize their documents. Add your firm's name to it and include it in your closing packet.
Takes 30 seconds — we typically reply within one business day.
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Even more than the legal documents are what you plan to do with these.
Sara Bastani — Bastani Law Firm, Denver, CO
Listen on The Nokbox Podcast →
Also featured in: The New York Times · Forbes · Wirecutter
The Nokbox is a life organization product and is not a law firm and does not provide legal, financial, or tax advice. Nothing on this page should be relied upon as legal advice. Please consult your own professional judgment and your state's rules regarding client communications and gifts.