Trustworthy

Starting at $120* per Year

A special plan for Military and First Responders who serve our community every day.

Features

• The Family Operating System — the leading platform for family information management
• Bank-level security with AES 256-bit encryption
• Thirty-minute personalized onboarding with your dedicated expert
  • Includes you and your family members
  • One-on-one productivity sessions available 
at additional cost.
• Phone & email support (9am-5pm Pacific)
• 30GB vault space storage

*Inclusive of coast guard, firefighters, healthcare providers, military, paramedics, police, security guards, and veterans. Verification requested to qualify

Best for high-achieving families who prefer to manage and organize assets on their own.

Features

• The Family Operating System — the leading platform for family information management
• Bank-level security with AES 256-bit encryption
• Thirty-minute personalized onboarding with your dedicated expert
  • Includes you and your family members
  • One-on-one productivity sessions available 
at additional cost.
• Phone & email support (9am-5pm Pacific)
• 30GB vault space storage

Best for high net-worth families who have complex assets that require more service.

Features

• The Family Operating System — the leading platform for family information management
• Bank-level security with AES 256-bit encryption
• Thirty-minute personalized onboarding with your dedicated expert
• Three hours of one-on-one, personalized service with your dedicated expert.
  • Onboard your spouse/partner and family members
  • Research to replace or upload documents for you
  • Personalizing your Family Operating System®
  • One-on-one productivity sessions
  • Other assistance upon request
• Phone, email, and text support (8am-10pm Pacific)
• 75GB vault space storage