For families
The four questions a family actually asks, answered on one screen
The study that tracked estate failure across 3,250 families found that 97% of it traced to trust, communication and preparation. The plans were fine. The families had never seen them. This page is the fix for that.
What the family sees
Four questions, four answers, no appointment
What do we actually have?
A single figure, with every holding behind it and the entity that holds each one. No reconciling three statements from three institutions to reach a number everyone can agree on.
What happens if something happens to Dad?
The distribution waterfall, modelled step by step. What settles first, what the tax exposure is, and what reaches each person after it.
Why did they set it up this way?
The reasoning behind each restriction, recorded in the principals’ own framing while they are here to give it. This is the part that never makes it into a document.
What am I supposed to do when the time comes?
The successor trustee, the professional to call, and the instruments they will ask for, named in advance rather than discovered under pressure.
Access
Everyone sees the truth, shaped for their seat
Full visibility for the principals. Their own share and the reasoning behind it for the second generation. The trust that names them for the third. One record underneath, four different views of it.
Principals
Everything, including the tax model and every open item.
Second generation
The full balance sheet, their own share, and the reasoning behind each restriction.
Third generation
The trust that names them, its schedule, and the values statement.
Professional team
The layers in their scope, plus the open items owned by everyone else.
How it behaves
Four decisions that make a family actually use it
Read-only by default
A family member sees the record. Changing it takes the professional who owns that layer, so visibility never becomes an accidental edit.
Scoped per person
A grandchild sees the trust that names them and their own schedule. They do not see their uncle’s balance sheet. Generational access is graded rather than all or nothing.
Built for a conversation
The screens are designed to be looked at together. Three generations around one table, one surface, and questions asked out loud instead of after the funeral.
On the phone, properly
Installs to a home screen and opens like an app. The tables become cards, the navigation sits under a thumb, and nothing asks anyone to pinch and zoom.