What family matters do you need help with?

Tell us what you're working on, join the waitlist, and we'll open the doors to you first — starting with the tools you actually need.

Family loan

I'm lending money to family and want it done right so everyone's on the same page — a real note, auto payments, IRS compliance.

When do you need this?

The family place

We share a cabin or vacation home — we need one place for who's staying when, what's stocked, and what needs fixing or attention.

When do you need this?

Ongoing support

I send money to family regularly and want an easy, documented way to do it — not another Venmo with no record.

When do you need this?

The kids' 529

I want the whole family behind the kids' 529 — grandparents, aunts, uncles chipping in for birthdays and holidays.

When do you need this?

Protected fund

I want to build an emergency fund for someone — they can add to it, but can't drain it on a whim. Withdrawals need a sign-off.

When do you need this?

Gift & tax records

I'm giving real money and assets to kids and grandkids — I need every gift tracked against the exclusion, ready for the IRS and Form 709.

When do you need this?

Optional: pick the matters above that you need help with.