Forward Inheritance

What is Forward Inheritance?

Step 1 of 6

Clarity for your family,
in the Family Asset Manager.

Forward Inheritance is a secure Family Asset Manager for organizing the documents, assets, people, and instructions your loved ones will one day need.

Add wills, trusts, home documents, insurance policies, financial accounts, advisor contacts, family members, and personal wishes.

What it organizes

  • Documents

    Wills, trusts, deeds, etc.

  • Assets

    Homes, accounts, valuables.

  • Advisors

    Attorney, CPA, Financial Advisor.

  • Family

    Beneficiaries, executors, dependents.

  • Access

    Permissions and sharing rules.

  • Next Steps

    Instructions for loved ones.

Six short screens to understand how Forward Inheritance helps your family prepare.

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