Reimagining Inheritance for the Modern Family
Forward turns inheritance planning into a simple process: organize documents, authorize access, and execute with confidence.
How Forward Works
Three clear stages to secure your family's future.
Organize
Build a secure digital vault of documents, assets, and passwords.
Designate
Designate beneficiaries and invite the professionals who help secure the family legacy.
Execute
Lead your family with appropriate transparency and accountability, helping future generations reach new heights.
The Family Asset Manager:
Collaborate with Clarity
Forward allows you to grant specific access levels to different family members and professionals, ensuring everyone has the right information at the right time.
- 1
Family Controls
Full visibility into all assets, liabilities, and distribution schedules.
- 2
Beneficiary Access
Give your family the information they need to make informed decisions about their future.
- 3
Advisor Collaboration
Collaborate with your trusted advisors to ensure the best possible outcome for your family and future generations.
Why It Matters When It Matters Most
Inheritance doesn't have to mean months of paperwork, legal fees, and family stress. Forward organizes everything in advance — so your family can focus on healing, not logistics.
Everything Organized, Nothing Missing
Forward centralizes your documents, asset inventory, and final wishes in one place — so there's no scramble to find paperwork or guess what you intended.
Reduce or Avoid Probate
Properly documented assets and legal designations can significantly reduce probate costs and delays — and in many cases, help families avoid it entirely.
Less Burden on Your Family
Clear instructions and organized records mean your executor and loved ones know exactly what to do and who to contact — without compounding grief with confusion.