Family Admin Should Not Fail When Life Gets Hard
Stop the "where is that document?" panic. Keep money, contracts, care information, and trusted contacts connected in one place so your family has clear next steps in normal life and emergencies.
Stop the "where is that document?" panic. Keep money, contracts, care information, and trusted contacts connected in one place so your family has clear next steps in normal life and emergencies.
Every app exists to remove one recurring source of stress.
You cannot answer “where do we stand this month?” with confidence.
Big decisions happen without scenario testing, ownership clarity, or tradeoff visibility.
Renewals, obligations, and linked payments are easy to miss when documents are scattered.
Care directives and legal instructions are unavailable exactly when urgency is highest.
Important relationships drift because memory and follow-up systems are inconsistent.
Families agree in principle, then lose alignment on ownership, deadlines, and follow-through.
Make Urgent Situations Boring
Store care directives, powers of attorney, insurance, and key contracts where your family can actually find them. Reduce decision stress by giving people one place to look and clear access rules.
In emergencies, teams can quickly locate the exact document and contacts needed, without searching multiple systems.
Grant access by family, team, or person so helpers can act quickly without exposing everything.
Track renewals and review dates so policies, agreements, and directives do not quietly expire.
"When my dad had a medical emergency, my siblings and I spent hours on the phone trying to find his healthcare directive and insurance information. Now I keep everything here—my family knows exactly where to look."
"I always worried about what would happen to our finances if something happened to me. My wife had no idea what accounts we had or where to find them. Now she has access to everything, and we both sleep better at night."
Know What Actually Moves Your Net Worth
Connect income, expenses, assets, liabilities, and contracts so your financial plan reflects reality. See what is changing, what is exposed, and what action matters next.
Track who owns what and what each person is responsible for, so decisions are based on shared facts instead of guesswork.
Tie recurring costs and income to real assets and contracts, so projections explain why numbers change.
Coordinate with family and advisors while controlling edit rights and visibility by role.
Start with one plan and scale as your family workflows grow.
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For small businesses and teams