Partner with RiGEL to serve your community.

RiGEL can support Indigenous governments and First Nations that want to offer professional estate planning and wealth guidance to members—with structured logic for Section 87, treaty rights, and Indigenous-specific tax and trust considerations.

Built for partnership, not assumption.

RiGEL is designed to support Indigenous wealth, trust, and estate workflows through careful collaboration, transparent logic, and respect for community control. We do not treat Indigenous trust realities as edge cases or ask communities to adapt to systems that were not built for them.

Community control

Roles, permissions, workflows, and records are designed to support local governance and decision-making authority.

Transparent logic

RiGEL shows the rules, assumptions, and pathways behind each outcome so decisions can be understood and reviewed.

Respectful implementation

We work with communities and partners to configure workflows around real governance, trust, and reporting needs.

Why partner with RiGEL.

Built specifically for Indigenous governance offices and First Nations serving their communities.

Community-focused service

Provide professional estate planning services directly to your community members, respecting cultural values and treaty rights.

Section 87 compliance

Built-in logic for Section 87 exemptions, mixed-status families, and Indigenous-specific tax considerations.

Transparent calculations

Every calculation includes a step-by-step trace referencing CRA rules, treaties, and probate acts—building trust with community members.

Training and support

Comprehensive training for your governance team, ongoing support, and resources tailored to Indigenous estate planning contexts.

Customizable workflows

Configurable workflows that can reflect local governance, trust, and reporting needs.

Audit-ready reporting

Generate compliance reports and documentation that stand up to internal and external review.

How partnership works.

A structured approach to bringing RiGEL to your community.

1

Initial consultation

We'll meet with your governance team to understand your community's needs, current estate planning challenges, and service delivery goals.

2

Pilot program

Start with a small pilot program to test the platform with a select group of community members and gather feedback.

3

Training and onboarding

Comprehensive training for your team on using RiGEL, understanding Section 87 logic, and best practices for community service delivery.

4

Full deployment

Roll out RiGEL to your full community with ongoing support, regular check-ins, and continuous platform improvements.

What's included in a partnership.

Our partnership program is designed to support Indigenous governments in delivering professional estate planning services to their community members.

  • Full access to RiGEL's deterministic estate planning engine
  • Section 87 logic and Indigenous-specific tax considerations
  • Comprehensive training for your governance team
  • Ongoing technical support and platform updates
  • Customizable workflows to match your service delivery model
  • Audit-ready reporting and compliance documentation
  • Regular check-ins and partnership reviews
  • Resources and best practices for community service delivery

Partnership considerations.

Community size: RiGEL scales from small communities to large nations with thousands of members.

Service model: Whether you're providing direct services, supporting advisors, or both, we'll configure the platform to match your approach.

Integration: We can integrate with your existing systems and workflows, or RiGEL can serve as a standalone solution.

Pricing: Partnership pricing is tailored to your community's needs and service delivery model. Contact us to discuss options.

Ready to explore a partnership?

Our team can walk your governance office through how RiGEL can support your community's estate planning needs. We'll discuss your specific requirements, answer questions about Section 87 logic, and outline partnership options.

Or email us directly at partnerships@therigelway.com