Partner track
CPAs and tax advisors
Good Grief sends you estate clients who already know their institutions, have a rough asset list, and can name what they still need from a tax professional.
Why CPA firms join
Open the file with the numbers already on the page.
The families who reach you through Good Grief have inventoried their accounts, named the institutions, and gathered the easy documents. Your first meeting can focus on the return, the basis, and the election, not the chase.
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Clients who already know their numbers
Families arrive with a rough asset inventory, named institutions, and a sense of what they still need to gather before you open the file.
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Shared view of the same checklist
You and the executor can see the same task list in the secure portal, so your first meeting focuses on tax strategy, not data collection.
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Document access on request
Executors can grant your firm view access to the death certificate, prior returns, and the latest asset list in one place.
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Routing by service area
We surface your firm for estate tax and final-return work in your service area and skip families outside it.
Free toolkit
CPA estate-tax executor toolkit
A short PDF bundle built around the work you do on a new estate file, plus intake forms that line up with how Good Grief organizes families.
- Estate-tax intake worksheet (federal and state)
- Final 1040 checklist for the year of death
- Asset valuation and basis worksheet
- Sample engagement letter for estate work
Designed for use in client conversations. The worksheets mirror what executors see in Good Grief, so the language matches end to end.
Partner sign-up
Apply to the Good Grief partner network
Founding partner firms help shape how referrals, document access, and intake summaries work before broad rollout. There is no fee to join.
CPA partner FAQ
How are families different from a typical referral source?
Good Grief families have already worked a checklist and named the documents they still need. They arrive with a clearer reason to call.
Do I need to change my engagement letter?
No. The toolkit includes a sample addendum you can use as-is or adapt. It mirrors the language families see in Good Grief.
What does the partner program cost?
Founding partner participation is free while we shape the program. There is no fee to be listed or to receive referrals.
How do referrals reach my firm?
Families can request a warm introduction inside the app, and you receive a notification with the intake summary and shared documents.
See the full partner network
Probate attorneys and funeral home directors also join the network with their own toolkits and workflows.