The Neighborhood
A community of vetted professionals — estate attorneys, wealth managers, and CPAs — who understand Forward and can help you plan your legacy with confidence.
Get Started with ForwardWhat 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.
Vetted for quality and fit
Professionals in The Neighborhood have been reviewed to ensure they understand inheritance planning and align with Forward's approach.
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 — all vetted to support your legacy planning.
Estate Attorneys
Attorneys who specialize in wills, trusts, and probate — and who understand how Forward fits into your estate plan.
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
CFPs and planners who support life transitions and legacy planning.
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.