Plan the trial
Agree the rules, documents, people, systems, and checks needed for the trial.
$5,000 founding pilot
Test one New York power of attorney process with your team.
Before you start, we agree what to test, which data you may use, who is responsible, and how to judge the results. We meet each week and write up what worked and what needs to change. If you continue, the pilot fee counts toward your first year.
Discuss a founding pilotTry the requests
Work through test requests and any approved pilot requests. Review progress and problems each week.
Review the results
Check how long requests take, where they get stuck, and whether people receive the right answer.
Experience the complete workflow.
See how each person uses Passage, how the bank decides, and how later changes are recorded.