For the whole family
Do this together.
The hardest conversations get easier when everyone has the same page to look at.
Up to five individual accounts, one shared dashboard, and the context every family member needs to help each other.
You and your partner each get your own account, with shared visibility into what matters. The person who handles finances is not the only one who knows where things are.
Mom or Dad gets their own account. You help them fill it out. You have the access they want you to have, without becoming the sole keeper of their information.
Parents, grandparents, an adult child or two. Everyone's information lives together, visible to whoever needs to see it, with roles that match real life.
The full Individual Plan, five times over, plus the shared tools that make family coordination possible without awkward conversations.
Each person has their own full system. Their own sections, their own contacts, their own wishes. Not a shared document. Five separate completed systems under one plan.
One view shows you the whole family's progress. Who has completed which sections. Who is stuck. What is missing. Useful when the family is doing this work in parallel.
Every person controls who in the family can see what. Some families share everything. Others keep sections private. The tool respects both.
Full access to all twelve sections. Guided prompts. Progress tracking. Custom PDFs when your information is filled out. One primary contact per member. Annual review reminders.
See who last logged in, who updated what, and when. For families where a caregiver is helping others fill things out, this is how you stay coordinated without a group text about it.
Included with every plan. A story about what gets left behind, and what gets carried forward. Something the family member who will not touch a workbook might actually read.
Need more than five seats? You can add additional family members at $5 per seat per month on top of the Family Plan.
We do not offer refunds on subscriptions or digital products. The digital guide at $9.99 exists so you can try the structure before committing.
Cancel anytime. Your family's data remains exportable as custom PDFs so you leave with complete records.
You can upgrade to Guided Membership whenever you want. We do not prorate the difference. The new rate starts on your next billing cycle.
A printed book that arrives damaged will be replaced or refunded. Send us a photo.
The hardest conversations get easier when everyone has the same page to look at.