The Neighborhood
Your family's place to learn, prepare, and find trusted support.
The Neighborhood helps Forward families understand estate and inheritance questions, avoid costly planning mistakes, and know where to look when legal, tax, financial, or planning guidance is needed.
Start Organizing
Front Porch
Start with plain-language guidance before a decision feels urgent.
Resource Library
Learn from Forward-created guides, FAQs, videos, and curated outside resources.
Trusted Neighbors
Find the right category of professional when your family needs more support.
Moving Into The Neighborhood
A resource destination for family estate and inheritance decisions.
The Neighborhood is designed to educate, inform, and recommend resources so families can avoid costly planning errors, make more confident decisions, and know when a trusted professional may help.
Stop 1
Forward-created guidance
Read practical explainers, FAQs, checklists, and future videos or podcasts that help families understand the decisions ahead.
Stop 2
Curated outside resources
Explore useful articles, news, and educational resources from trusted outside voices when a topic needs more context.
Stop 3
Recommended next steps
Move from learning to action with referral categories for legal, tax, financial, and planning support.
Your family stays at the center of every recommendation.
Search By Need
Find the right kind of neighbor for the question in front of you.
The marketplace should feel less like a directory and more like a guided front porch: search by the need, understand the category, and connect when your family is ready.
Legal
Estate attorneys
For wills, trusts, probate questions, beneficiary planning, and the documents families need to understand.
Financial
Wealth managers and financial planners
For wealth transfer, account planning, family financial context, and decisions that may affect long-term outcomes.
Tax
CPAs and tax advisors
For tax filings, estate settlements, trust accounting, and records families may need to gather or keep current.
Family Office
Family office advisors
For complex assets, multi-generational relationships, and long-term coordination across people and professionals.
Planning
Planning professionals
For milestones, caregiving preparation, legacy conversations, and the practical support families may need next.
Education Savings
529 plans, high-yield savings, and more
For families comparing ways to save, gift, or prepare funds for education, milestones, and future needs.
How families use The Neighborhood.
The experience begins with learning, moves through organization, and ends with a clearer referral path when a professional needs to join the conversation.
Step onto the front porch
Start with approachable education that helps the family name the question before choosing a path.
Unpack the details
Organize documents, contacts, accounts, and context so the right information is ready when it matters.
Ask around the block
Search referral categories by need, including legal, financial, tax, and planning support.
Invite the right neighbor
Bring in trusted help only when the family is ready, with access shaped around the question.
Move into The Neighborhood with your family context ready.
Organize what matters first, then explore resources and trusted support when your family needs the next step.