Forward Inheritance

Circle of Trust

Step 5 of 6

You decide who can see what.

  • Family
  • Executors
  • Advisors

Invite family members, executors, attorneys, CPAs, or advisors, and control what each person can access.

  • Invite the people who should be in the loop.
  • Control what each person can access.
  • Keep roles clear as the plan grows.
Family members directory with roles and contact details in Family Asset Manager
Roles and relationships stay visible, so access matches trust.
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