Built for estate planners and families  ○  Funding and maintenance hub for signed estate plans  ○  A secure vault for the family

How It Works

Stay Funded & Current

① Visibility for the FirmYour dashboard shows each household’s Plan Health and what’s outstanding—plus last client activity and uploaded proof. You'll see when all items are completed.

② Annual Plan Checkup → Change BriefEach year, we prompt clients with a short questionnaire (life events, new assets, fiduciary changes). Family Harbor generates a concise Change Brief so you can quickly scope updates and book the right follow-up meeting.Plan checkups can be initiated by clients at anytime after their original plan was marked as 100% funded.

Founding Partner Pilot

Run Family Harbor with real households and help shape the v1 workflow—at no cost.

What you get:

○ Branded Client Portal with secure magic-link access for clients; no passwords

○ Funding Checklist to guide your clients through the funding process

○ Firm Dashboard + Plan Health to track progress, see what’s stuck and dig into any client household

○ Unlimited Team Seats so anyone at your firm can access our tools during the pilot

○ Funding Templates to turn your “funding memo” tasks into reusable templates, or use our ready-to-edit templates

White-glove Household Setup (opt-in): For each household you set up, forward us the signed plan and any other relevant documents, and we’ll save you time by entering in key roles and a high-level asset list for you to review and edit before inviting your clients.

• Join the Pilot (free)
• Book a 15-min intro

See a Preview

Concept UI only—your firm's name, colors and logo would be added.

Security

Family Harbor is a vault-lite hub for estate plan funding, maintenance and safekeeping. We use secure-by-design practices so firms can confidently invite clients and keep plans accessible and secure over time.

Secure transport + encrypted storage: HTTPS/TLS in transit; encrypted data at rest.Role-based access: Firm users, household owners, and optional viewers each get role-appropriate access.Magic-link access: No new passwords; links can be revoked and reissued at any time. This may change after the pilot.Privacy by default: No ads and no third-party trackers on client-facing pages. We do not sell data.

• View privacy basics
• Data handling & vendors

• Join the Pilot (free)
• Book a 15-min intro

FAQs

Who owns client data?

Your firm and your clients own the data. Family Harbor acts as a system of record for the funding implementation workflow and keeps it portable via exports. Family Harbor hosts client data as a secure vault-lite hub.

What happens if we offboard—what happens to client data and documents?

You can export each household at any time (documents + checklist data + activity history). If your firm stops using Family Harbor, households can either be exported and closed, or continue directly with Family Harbor (client-paid and under the family harbor branded experience) so the family doesn’t lose continuity.

How does the audit/implementation record work—who can see it?

All actions are time-stamped (uploads, task completions, notes, checkups, viewer invites). Firms have the full record; clients see the relevant household activity history; optional viewers only see what they’re explicitly granted.

How many staff can use the firm portal?

During the pilot, you can add the staff you need—each with their own access and audit trail.

How much does Family Harbor cost for Professionals?

Family Harbor is running a $0 pilot program for our first partner firms. We ask you name a point of contact, and have 3–5 households (newly signed or recently signed plans) you can pilot for 6–8 weeks. We'd like to do 2 short feedback calls (mid-pilot & wrap-up). We’ll decide on the pilot's success criteria together.If we are successful, Founding Partners can lock in early pricing and priority access to new features. If it’s not a fit, you walk away with what you’ve learned—no obligation.