Reimagining Inheritance for the Modern Family
Forward turns inheritance planning into a simple process: organize documents, designate access, and move forward with more clarity.
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
Designate Your Circle of Trust. Levels of access run from read-only to full control over assets and settings. You decide who has access to which information and when, so family and professionals stay informed without sharing more than you intend.
- 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
Bring the right family members and professionals into the conversation with the context they need.
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 Administrative Burden
Clear records, contacts, and planning details can help families reduce avoidable delays, confusion, and unnecessary legal or administrative work.
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.
What Families Are Saying
Real stories from people using Forward to plan and communicate with clarity.
“Forward Inheritance helped my family have some tough conversations, which needed to happen. Thank you to Bryan for his conversation starting tactics. They were very useful!”
“I found Forward's organizational system to be very helpful when discussing my estate with both my wife and my children, because all of my information was in one place and was grouped by asset class, which made the discussion easier.”
“I've uploaded all of my jewelry appraisals and insurance policies and tagged my kids as beneficiaries for various pieces. Super easy and AWESOME!”