The advisor Focura targets is one who:
- Has clients aged 55–75 with complex estates
- Is worried about losing assets under management when a client dies
- Wishes to take their estate conversations to a deeper level
- Sees estate planning as a relationship-deepening tool, not a product sale
Focura brings people together, strengthens relationships and is the bridge to intergenerational planning.
Industry verticals:
- Financial planning and wealth management
- Estate law
- Tax and accounting
- Insurance
- Trust companies and professional executors
- Corporate HR / group benefits
Underserved Audiences Worth Specific Attention
Women — The Most Underserved Audience in Estate Planning Women outlive their male partners by an average of five to seven years. They are statistically more likely to be the surviving spouse navigating the bureaucracy of death, and more likely to be the family’s relationship manager before and after a death. They are also the audience for whom Tell Your Story resonates most powerfully — because estate planning, as currently sold, gives them a legal document. Focura gives them a voice. Marketing to women directly, and positioning Tell Your Story as the entry point, opens a channel that no current competitor is addressing with any intentionality.
Non-Traditional Households — Single adults, childless couples, common-law partners, LGBTQ+ families need different prompts and beneficiary structures. Default software assumes nuclear family structure and ignores everyone outside it.
Business Owners — 66% have no succession plan; 76% plan to exit within a decade. An organizer that tracks buy-sell agreements, valuations, and key-person coverage is a natural entry point for this segment.