For financial advisors

Add value for clients and their entire family circle

Estate planning covers financial accounts and real estate, but personal property is often where family conflict and administrative chaos occur. Nemu helps your clients catalog tangible assets, document legacies, and build intergenerational relationships.

Financial advisor reviewing a Nemu household summary on a tablet with a couple, showing 312 items, $45,565 in value, 2 policies, and 7 users

The cost and time reality

Why your clients need Nemu

200+ hours

The time families spend figuring out what they have and where it should go. Nemu streamlines the entire cataloging process.

$20K+

The cost, in time and travel, for the average working adult to track belongings and decide who gets what. Nemu lets families do it all from home.

72%

The share of families who fight over belongings during a life transition. Transparent division rounds distribute every heirloom fairly and protect family harmony.

Nemu division methods: Any Takers, Pick & Pass, and Fair Divide

Deliver holistic estate planning that covers tangible wealth

Wills and trusts designate percentages of an estate, but they rarely specify who gets Mom's jewelry, Dad's watch, or the family art collection. By offering Nemu, you solve the tangible personal property problem before it creates legal and emotional friction, and set your practice apart with a truly comprehensive estate solution.

See how dividing works

Build meaningful relationships with heirs before wealth transfers

Over 70% of heirs leave their parents' financial advisor after an inheritance. Nemu creates a natural, positive bridge to the next generation. When children and grandchildren collaborate on Nemu to document memories and take part in transparent heirloom division, your firm becomes the trusted partner guiding the entire family through the transition.

See how the inventory works
Family comments and a voice note about a ring saved in Nemu
Similar items on eBay with approximate values for a table lamp

Bring clarity and structure to personal property in client portfolios

Valuables, collectibles, and household assets represent significant financial value that often goes unaccounted for in traditional wealth plans. Nemu helps clients log belongings, get instant market valuations, and plan for liquidations or tax-efficient gifting, creating a more complete and accurate picture of their total estate.

See how pricing insights work

Become a Nemu Pro

Join a select group of professionals as a Nemu Pro

Just want to share Nemu with a family? Download the client brochure. Ready to do more? Here's how to become a Nemu Pro.

  1. 1

    Book an onboarding call
    Meet the Nemu team and see how Nemu fits into your services.

  2. 2

    Become a Nemu Pro
    We'll send you custom collateral, give you exclusive discounts and access, and boost your profile so it's visible to all Nemu clients.

  3. 3

    Get started
    Incorporate Nemu into your services, helping clients document belongings for planning, natural disasters, or clearing out a household. They'll thank you as they start saving time, money, and stress.

Partner benefits

Why financial advisors partner with Nemu

Boosted directory listing

Highlight your advisory firm in our directory to families planning for estate settlement.

5 complimentary client licenses a month

Give high-net-worth clients complimentary full Nemu access as a value-add.

Easy reporting

Export clear asset inventories and valuation reports for estate planning attorneys and tax advisors.

Unlimited team members

Enable every advisor, planner, and client service associate across your firm.

Free client webinars

Co-host or invite clients to private Nemu webinars on legacy planning and family asset distribution.

Extended team support

A dedicated partner manager to help with client setup and training.

Ready to become a Nemu Pro?

Join a select group of professionals bringing Nemu to the families they serve.

Get started

From a Nemu family

“When you put it in Nemu, then you know everyone has seen it. You know everyone has had the privilege of having a choice and having a voice. And then the whole family is confident about what they should do with these things.”

Colette
Executor

Get the Nemu client brochure

Not ready to become a Nemu Pro? Download our one-page brochure to share with your clients and their families.

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Frequently Asked Questions

How do I introduce Nemu to clients?
Does my client pay for Nemu?
What reports can I export?
Are Nemu prices appraisals?
How do I get listed in the directory?