1
Family ProfileName and main contact
2
Individual ProfilesUp to five people
Step 1

Create the Family Profile

This is a lightweight household container. Estate assets, debts, beneficiaries, calculations and Will plans remain under each person.

The main contact manages billing, adds individual profiles and receives Family-level notifications. Their own existing estate profile is reused where possible, so details do not need to be captured twice.
One Family Profile
Individual 1Individual 2Individual 3Individual 4Individual 5

Every individual follows the same Profile → Estate → Beneficiaries → Bequests → Planning → Review journey.

Step 2

Individual Profiles

Each person has an independent estate record and an independent Will plan.

0 of 5 profiles
Save the Family Profile to begin.

A married couple still receives separate individual profiles and separate Will plans. A married-in-community selection uses the joint planning treatment required for that person’s estate calculations.

Access and record protection: the main contact can manage the profiles in this Family workspace. Optional self-service access can be invited separately. Main-contact transfer and member removal are support-controlled until the retention and export rules are formally approved.
Family Dashboard Continue an estate profile
EstateFlow