Forward Inheritance

Start Family Asset Manager

Step 6 of 6

Pick up where you left off, then keep building.

  • One workspace
  • Progressive setup
  • Family-ready

You don't need every answer on day one. Start with a single document, account, or trusted contact. Your dashboard keeps the picture coherent as you add more over time.

Family Asset Manager home dashboard with estate summary and family members
Start small, then keep the plan coherent as more details are added.

Centralize wills, policies, and deeds, not scattered folders.

  • Legal records
  • Insurance
  • Property

Legal documents, insurance, and property records stay categorized so your family isn't guessing file names or digging through email when it matters.

Legal documents hub with categories for wills, trusts, and insurance in Family Asset Manager
Important records stay grouped by category and easier to locate.

Connect assets so totals and gaps stay visible.

  • Assets
  • Totals
  • Gaps

Homes, accounts, and insurance roll into structured views, so you see what's documented and what still needs attention.

Assets and accounts view with categories and portfolio totals in Family Asset Manager
Structured asset views make the documented picture easier to understand.

Invite the people who should be in the loop.

  • Members
  • Roles
  • Permissions

Family members, executors, and advisors appear with roles you control, so permissions match trust, not guesswork.

Family members directory with roles and contact details in Family Asset Manager
Trusted people appear with roles and access levels you control.

Reports help you see readiness, not just storage.

  • Readiness
  • Summaries
  • Next focus

Visual summaries highlight where your plan is strong and where a few more steps could save your family stress later.

Reports and asset analytics with distribution charts in Family Asset Manager
Reports turn stored information into a clearer readiness picture.
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