Your first month is on us
Give your family clarity before they need it. Start organizing with a free month and a 30-day money-back guarantee.
How you'll get started
- Step 1: 1
Start
Begin your free month
Create your account with no charge for your first 30 days.
- Step 2: 2
Gather
Bring essentials together
Add documents, assets, and family context in one place.
- Step 3: 3
Invite
Include the right people
Bring in loved ones and advisors with access you choose.
- Step 4: 4
Share
Give your family clarity
Set who can view or collaborate when it matters.
Family Asset Manager pricing
Family Asset Manager
Organize documents, designate access, and give your family clarity in one place.
billed $200 annually
30-day money-back guarantee
- Secure digital vault for legacy documents
- Organize assets and family context in one place
- Designate access for heirs and loved ones
- Invite advisors with read-only privileges
- Share clarity without requiring heir subscriptions
- Standard support
Everything you need to bring your family clarity
Whether you're just getting organized or coordinating a more complex estate, Family Asset Manager gives your household one clear place to work from.
- Organize legacy documents and asset details in one secure place
- Designate who can view or collaborate, and update access anytime
- Invite advisors with read-only privileges for what they need
- Give heirs clarity without requiring their own paid subscription
Why pay for a family asset manager?
If you're weighing a free tool against a subscription, here's why families choose Forward.
We never sell your family’s data
Legacy details are deeply personal. Our revenue comes from members, not advertisers, so your documents and designations stay yours.
Built for families, not clicks
Paid products can prioritize clarity and calm over engagement tricks. We design for preparedness and peace of mind, not ad inventory.
Clarity before urgency
Forward helps you organize what matters and share access while everyone can still talk it through, before a hard moment arrives.
We’re here for the long haul
Trusting a family asset manager is a commitment. Member-funded growth keeps us focused on features families will still need years from now.
FAQs
Do you offer a money-back guarantee?
Do you offer annual billing?
Do you offer Military discounts?
Can I “gift” a Forward subscription to my parents?
Discounts & Programs
Forward offers savings for families who share, serve, and plan ahead together.
Refer Your Family
For beneficiaries & heirs
Are you a beneficiary, heir, or college student? Sign up and encourage the Primary User for your family to join Forward. When they do, they'll receive 50% off for 6 months, and you'll all be organized together.
Refer a member of your family (opens in new tab)Refer Another Family
For existing subscribers
Already a Forward member? Share it with another family. For every family you refer who starts a paid plan, you'll receive 50% off your next 3 months, applied automatically once their paid plan begins.
Forward Access HEI
For HEI applicants
Families using the Forward Access home equity program receive 6 months of Forward at no cost. Your SaaS fees are paused for the duration of your application, so you can focus on what matters.
Learn more about Forward AccessMilitary Discount
For active duty & veterans
We're honored to serve the families who serve our country. Military families receive 50% off their plan, indefinitely. Proof of service will be required during registration.
Family Stories
Real families using Forward to start hard conversations and organize what matters.
“Forward Inheritance helped my family have some tough conversations, which needed to happen. Thank you to Bryan for his conversation starting tactics. They were very useful!”
“I found Forward's organizational system to be very helpful when discussing my estate with both my wife and my children, because all of my information was in one place and was grouped by asset class, which made the discussion easier.”
“I've uploaded all of my jewelry appraisals and insurance policies and tagged my kids as beneficiaries for various pieces. Super easy and AWESOME!”
Ready to bring more clarity to your family?
Start your free month today with a 30-day money-back guarantee.
Your first month is free. Cancel anytime before it ends.