Your Legacy, Simplified.

Secure your family's future by organizing, authorizing, and executing your digital estate plan in three clear stages.

1. Organize
2. Authorize
3. Execute
Phase One

Move-In Day

Start by building a comprehensive inventory of your digital and physical assets. Upload documents and organize important details in one central place.

Asset Inventory

Catalog bank accounts, crypto wallets, and real estate properties.

Secure Storage

Keep wills, deeds, and insurance policies organized and protected.

Assets and accounts view with categories and portfolio totals in Family Asset Manager
Phase Two

Designate Access & Advisors

Designate who has access to what. Share with trusted advisors to handle your estate when the time comes.

Designation

Specify beneficiaries for each asset clearly.

Advisor Appointment

Invite attorneys, advisors, or other trusted professionals into the planning process.

Advisors marketplace showing trusted professionals in The Neighborhood
Phase Three

Create More Clarity for Your Family

Keep documents, designations, and important context organized so loved ones are not starting from scratch during a difficult moment.

Important Next Steps

Help your family understand what information, contacts, and documents may matter when the time comes.

Shared Context

Reduce confusion by keeping the right information easier to find and review.

Reports and asset analytics with distribution charts in Family Asset Manager

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.

Ready to secure your legacy?

Start your free trial today with a 30-day money-back guarantee.