Estate plan funding & maintenance made simple
Most estate plans never get fully funded. Family Harbor gives your clients a guided path to completion with you in the loop.
How It Works
Setup + Handoff to Clients
① Upload client documents
Create a matter for your client, and upload their estate plan documents, plus anything relevant to their document vault.
② Add funding tasks (fast)
Create funding tasks for your client, and use funding plans to make your process repeatable.
③ Invite your clients
Invite clients to a secure vault for their estate plan documents, with personalized funding tasks ready to go.
Client Funding Experience
④ Clients access their document vault
Clients log into a portal and see their estate plan documents. They can access and download files securely, anytime.
⑤ Clients work through funding tasks
Clients see your funding tasks and work through the list. They can upload supporting documents for each task.
⑥ Funding stays on track + estate plan is maintained
Email reminders keep momentum going. Annual life updates and recommended follow-up funding tasks help clients keep their plans current over time.
Track Progress & Stay Connected
Visibility for your firm from kickoff through completion
Your dashboard shows each matter's number of outstanding tasks, client status, a funding score, and last client activity. You can drill down into each matter to see more specific details.
Client service beyond initial funding with Life Updates
Annually, or whenever your client initiates, we show a short questionnaire (life events, new assets, fiduciary changes) for the plan owner(s) to answer. Then, we generate follow-up funding tasks for them to complete.You'll also get the report. You can quickly scope updates, stay connected with clients and book the right follow-up meeting.
Firm Experience
Client Experience
Founding Partner Pilot
Run Family Harbor with real clients and help shape the v1 workflow—for $0.
| What you get: | |
|---|---|
| Firm Workspace | Start client matters, track status at a glance, and drill deeper into existing client matters. |
| Firm-sponsored Funding Experience | The core experience that guides clients through the funding process (clients pay $0). |
| Funding Plans | Turn your “funding memo” tasks into reusable templates, or use our ready-to-edit plans. |
| Unlimited Team Seats | We don't charge for seats—invite anyone at your firm. |
| Branded Client Workspace | Add your branding to your Firm-sponsored Funding Experience. |
| Life Update Reports | Stay connected with your clients after the initial funding process via life update reports (usually on an annual basis). |
We are running a $0 pilot program for our first partner firms. We ask you name a point of contact and have 1-3 clients ready to fund their estate plans. We expect the pilot to take 4–8 weeks.
Security
Family Harbor is built with security at its core.
Encrypted everywhere: TLS 1.3 in transit, AES-256 at restPassword-less access: Secure magic links, no passwords to stealComplete firm isolation: Row-level security keeps each firm's data separateBuilt on SOC 2 certified platforms: Supabase, Vercel and Postmark are all SOC 2 Type II certified
FAQs
Does this replace my existing client portal?
Family Harbor focuses specifically on post-signing funding and maintenance—not intake, drafting, or billing. It complements your existing workflow and doesn't try to replace your practice management tools.
Will my clients actually use this?
Family Harbor is designed to be simple for clients—no passwords, no app downloads. They receive a magic link, see their documents and checklist, and can complete tasks at their own pace with gentle reminders.
Is my client data safe with a new company?
Family Harbor is built on enterprise-grade infrastructure—the same providers trusted by banks and healthcare companies. Your data is encrypted, isolated at the database level, and hosted on SOC 2 Type II certified platforms.
How much does Family Harbor cost for Professionals?
Family Harbor is running a $0 pilot program for our first partner firms. We ask you name a point of contact, and have 1–3 clients (newly signed or recently signed plans) you can pilot for 6–8 weeks.We will help you onboard. We'd also like to do 2 short feedback calls (mid-pilot & wrap-up). We’ll decide on the pilot's success criteria together.If we are successful, Founding Partners can lock in early pricing and priority access to new features/integrations coming soon. If it’s not a fit, you walk away with what you’ve learned—no obligations.
Contact us
Have any questions? Shoot us a message!
Need help? Click the small email icon below or email [email protected].
Estate plan funding & maintenance made simple
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Built for Estate Planners and Families.
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Disclaimer: Family Harbor provides organizational software. We are not a law firm or financial advisor; nothing here is legal, tax, or investment advice.