Guided checklist + zero-knowledge viewer. Files stay in personal cloud storage; we never see plaintext.

How It Works

At the Finish Line

— You leave with a Legacy Master Folder in your cloud storage, holding your protected files forever with no subscription.— You, and designated recipients, will get a decryption kit so that you can decrypt/access files on your own without our tools.— Advisors and viewers who had decryption keys to your protected files during collaboration will have access revoked.— Your legacy will be organized, planned and stored; everything secure, with family and advisors all aligned.

Founding Partner Pilot

Run Family Harbor with up to 10 client cases for 60-90 days for $0

If the pilot hits our success criteria, you lock in 10 seats for $600 (33% off). If not, you owe $0.Includes— White-Glove Onboarding & Support— Client Dashboard— Co-Branded Client Experience— Weekly Digests— Gold Ranking and Priority Listing on the Find Advisor Search Page for 6 monthsSuccess criteria examples: more than 30 minutes of advisor time saved on document chase per client; more than 70% of clients complete 8+ checklist tasks in 60 days.

Included for Legacy Owners (Clients)— Guided Checklist: clear tasks + statuses for legacy planning items (e.g. gathered IDs and Vital Records); add optional due dates.— Protected Uploads: client-side encryption; files live in the client’s personal cloud (Google Drive supported today, others coming soon).— In-App Viewer: view protected files in the app without downloading; two-factor authentication check; your files stay in your cloud.— Optional Advisor Access: share view-only or collaborator access to your checklist and secure documents with advisors.— Client Requests: advisors can request a doc or action with an attachment; client can reply with an attachment.— Access Controls: per-person invites and sharing guidelines; optional “allow download” toggle for shared files.— Audit Log: timestamps of views/changes for compliance conversations.— Find Advisors Tool: clients can easily search for legacy planning advisors in their area; our partners are highlighted.— Weekly Digests: emails with status updates.— White Glove Onboarding and Support: we will help with smooth onboarding for your pilot clients.

• Join the Partner Pilot

• Are you an interested individual? Join the waitlist.

See a Preview

Concept UI — final design may change.

Security at a Glance

— Files are encrypted (client-side) in the browser before upload. Uploads go directly to the Master Folder in your cloud storage.— We don’t see plaintext or store document contents. We only keep checklist metadata and access logs.— Quick passkey or Time-based One-Time Password (TOTP) step-up security checks for high-sensitivity views on the site.— Audit trail with timestamps for access and key actions (add/remove access, downloads, views, etc.).— Magic links and passkeys for quick, phishing-resistant sign-in.— Time-limited data retention. If you off board, we retain minimal metadata for a limited period so you can easily return—then purge.— We don’t sell data, run ads, or allow third-party analytics on secure views.

• View privacy basics
• Data handling & vendors

• Join the Pilot

Roadmap

Want in? Join the pilot.

• Join the Pilot

FAQs

Can Family Harbor see my documents and how many can I store?

No, we do not store your documents—your files live in your personal cloud storage (Google Drive is supported; OneDrive, Dropbox and Box coming soon) and are encrypted with our tools at your discretion.You will use our in-app viewer to view your secure files, but the data for your files and the actual files themselves are technically stored safely in your linked cloud storage. Our viewer just points at them.You can upload items and documents up to your storage limits with your cloud storage provider. Most have generous free limits.

What if I remove Family Harbor’s access to my personal cloud storage?

Your documents remain in your cloud storage. You can still decrypt them using your decryption kit. You'll be guided to revoke our access when you are done with our tools.If you still want to use Family Harbor tools to view your documents that are stored in your cloud, and you've revoked our access to your cloud, you'll need to reauthorize us to access your Master Folder in your cloud storage.Reach out to support if you run into an issue here!

Can I invite my attorney/advisor or family?

Yes. Invite each person by email; they get their own login and audit trail, and you can revoke individuals at any time.There is top level sharing, which gives access to the checklist items and their statuses from a top level, and there are individual section sharing options for sections with encrypted contents.

What happens after my 60 or 90 day initial package is up?

You will be given a decryption kit, and you will take home your Master Folder with its encrypted contents. You will lose access to the encryption, decryption and collaboration tools that Family Harbor offers.There are options to extend your access for 30/60/90 days. We offer an ultra-light decryption subscription for users who'd like to always use Family Harbor to easily view secure documents.

What if someone I shared with downloads a file?

If you enabled download, they can save a decrypted copy. You can turn downloads off, and you can revoke access at any time. As with any system, screenshots/photos can’t be technically prevented.

Can multiple staff at a firm work on one case?

Yes. Invite each person by email; they get their own login and audit trail, and you can revoke individuals at any time.

Why choose Family Harbor tools over others?

We let you retain full ownership over your personal documents, forever, with no subscriptions. We enable you to use a familiar tool to efficiently tackle the bulk of your legacy planning in 60-90 days, confidently.