Secure Your Family's Future Today
The comprehensive digital vault for your legacy. Organize important documents, designate beneficiaries, and ensure peace of mind for generations to come.
Built for families who want more clarity before difficult moments arrive.
Document Management
Organize Everything in One Place
Stop digging through filing cabinets. Centralize your most critical life documents in a secure, organized digital vault your family can prepare around with more clarity.
Legal Wills & Trusts
Store your latest version securely.
Insurance & Deeds
Property titles and life insurance policies.
Financial Accounts
Bank details and crypto keys.
Designate Your Circle of Trust
Levels of access, from read-only to full control over assets and settings. You decide who has access to which information and when.
OwnerYou
Full control over all assets and settings.
ExecutorSarah (Spouse)
Access unlocked only after verified passing.
AttorneyJames Esq.
Read-only access to legal documents.
New Member
Add beneficiaries or advisors.
Simplify Estate Administration
Don't leave your loved ones guessing. Our built-in task manager helps your executor work through key tasks, documents, and next steps with more clarity.
To Do
3Notify Social Security Admin
Order Death Certificates
In Progress
1Contact Life Insurance
Completed
5Notify Banks
Rich context for policies and accounts
Move-In Day
Start by building a comprehensive inventory of your digital and physical assets. Upload documents and organize important details in one central place.
Asset Inventory
Catalog bank accounts, crypto wallets, and real estate properties.
Secure Storage
Keep wills, deeds, and insurance policies organized and protected.
Designate Access & Advisors
Designate who has access to what. Share with trusted advisors to handle your estate when the time comes.
Designation
Specify beneficiaries for each asset clearly.
Advisor Appointment
Invite attorneys, advisors, or other trusted professionals into the planning process.
Create More Clarity for Your Family
Keep documents, designations, and important context organized so loved ones are not starting from scratch during a difficult moment.
Important Next Steps
Help your family understand what information, contacts, and documents may matter when the time comes.
Shared Context
Reduce confusion by keeping the right information easier to find and review.
In Our Neighborhood
Learn about the types of professionals families often work with when organizing inheritance and estate planning needs.
Estate Attorneys
Attorneys who help families navigate wills, trusts, probate, and estate planning decisions.
Financial Planners
Financial professionals who support wealth transfer, planning conversations, and family coordination.
CPAs & Tax Advisors
Tax professionals who can help families think through estate settlements, filings, and next steps.
See your legacy plan come together
Get started with the Family Asset Manager. 30-day money-back guarantee.