The Neighborhood
A community of professionals — estate attorneys, wealth managers, and CPAs — who understand Forward and can help you plan your legacy with more clarity.
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What is The Neighborhood?
The Neighborhood is our network of professionals who support families using Forward — and who you can find and connect with when you need expert guidance.
A community of trusted advisors
Estate attorneys, wealth managers, CPAs, and financial planners who have chosen to partner with Forward and support families through the platform.
Aligned around family planning
Professionals in The Neighborhood are presented as part of the Forward ecosystem so families can identify relevant support more easily.
Find and connect when you're ready
When you use Forward, you can discover professionals in The Neighborhood and connect directly — with read-only access for advisors when you invite them.
Professionals in The Neighborhood
When you use Forward, you can find and connect with these types of professionals to support your legacy planning conversations.
Estate Attorneys
Attorneys who work on wills, trusts, probate matters, and related estate planning needs.
Wealth Managers
Financial advisors who help with inheritance planning and wealth transfer strategies.
CPAs & Tax Advisors
Tax professionals experienced with estate settlements and trust accounting.
Family Office Advisors
Advisors who serve multi-generational families and complex estate structures.
Financial Planners
Planners who support life transitions, family organization, and legacy planning conversations.
How to Find & Connect
Connecting with professionals in The Neighborhood happens inside Forward — after you've set up your account.
Sign up for Forward
Create your account and start organizing your documents and designations.
Explore The Neighborhood
Within Forward, browse professionals who have joined The Neighborhood and support families like yours.
Connect when you're ready
Invite an advisor to view your plan with read-only access, or reach out directly — you're in control.
Ready to find your advisors?
Get started with Forward to explore The Neighborhood and connect with professionals.