Uses your Google Drive · No bank logins · We don’t store your files · Email protected (SPF/DKIM/DMARC)

You retain full ownership of your data, forever, with no subscriptions.

How It Works

Who Should Use Legacy Planning?

Legacy Planning (organization before a loss)

You need Legacy Planning if you...— You don't have a plan for your assets and wishes after you pass, but are thinking about getting started.— You are adult children helping an aging parent get organized on their legacy plan with transparency for siblings.— You want all documents for your legacy plan in one place before meeting with an attorney, certified financial planner or another advisor.— You want to easily share your legacy plan and documents with family & advisors.— You are a member of a family that has multiple accounts/assets for inventory and could use help identifying & organizing.— You want to set up a digital legacy (password manager for account login info, device/Apple/Google legacy contacts, etc.).— You are preparing for a major life event (new child, marriage/divorce, home purchase, surgery, big trip, after a loss).— You don't want to pay for a subscription to own your document storage and data forever.— You want to use familiar tools and store your documents where your family probably already keeps everything — Google Drive.— You need a plan with nudges to stay on track. Use our suggested 30-day plan or go at your own pace. Know where your finish line is!

30-Day Legacy Planning — What You’ll Walk Away With— One organized Drive with clear folders & file names.— A complete inventory of accounts, policies, and key contacts.— Health-care & Power of Attorney choices captured, with your state forms queued for signing.— A beneficiary + TOD/POD audit, with your change requests submitted.— Digital legacy set (Apple/Google, password manager emergency access).— Pro hand-offs booked (attorney/CFP), with an exportable intake packet.— By week 4, you'll have secure storage of completed items; the rest will be organized and ready to sign, share & finalize on your timeline.Some items (legal drafting, institution processing, notarization) can take longer — we help you keep track of them.

• Start 30-day Pilot

Privacy & Security

• Uploads go directly to the Legacy Plan Master Folder in your own Google Drive. We never store or transfer your files.•Your files live in your Google Drive. We help you set up our organized folder structure in your account and link it to your checklist.• You own document access controls via Google Drive. You can share a view-only link for your Interactive Checklist with your advisors.• We don’t ask for bank logins or SSNs. Interactive Checklists only track tasks, statuses and document names—not sensitive numbers.• Access to Interactive Checklists ends after your 30-day plan. Checklist data is deleted from our systems 180 days after your plan ends.• Email & transport security is enabled. Email is authenticated (SPF/DKIM/DMARC) and links use HTTPS.• Lifetime access & optional reminders. You keep your workspace forever. Reminders are active during your 30-day package or extension.• We’re an organization & coordination tool—not a law or tax firm. For legal or financial advice, we’ll point you to a professional.

• View privacy basics

• Data handling & vendors

Resources & Education

Quick, practical guides you can open anytime.

• Resource Hub

For Professionals

Family Harbor helps families stay organized in one secure place. When clients arrive prepared, professionals can spend less time chasing paperwork and more time providing guidance.We can help you:— Reduce back-and-forth document requests— Shorten cycle times with organized clients— Strengthen relationships by offering a simple, modern tool

• Partner With Us

After-Loss (Estate Administration) — Coming Soon

*The second half of the legacy journey: A step-by-step guide for the first 60 days after a loss. We organize the moving parts in your Google Drive and guide you through what to do first, what can wait, and what requires a professional.What it will help organize:— Order death certificates and store them once— Notify employer/benefits, insurers, banks, SSA— Start an asset & account inventory (with simple templates)— Secure accounts & mail, pause autopays, track expenses— If needed: request EIN & open an estate account— Probate prep checklist to bring to your attorney
______________________________Why this matters:— Less overwhelm & tight deadlines met with fewer missed steps— Shared visibility for the family (one checklist, progress views)— Clean, organized records your attorney/CFP can use

• Join the Waitlist

FAQs

Do you store my documents and how many can I store?

No, we do not store your documents—your files live in your Google Drive. You can upload items and documents up to your storage limits with Google.____________________________________________________________

What if my documents are physical and not digital?

Digital records last longer and are easier to share. We suggest that you get your records into a digital format through a couple common ways: you can take a picture of the item or you can scan the document at home, at a print shop or any secure printer.____________________________________________________________

What happens to my Family Harbor tools after 30 days?

You keep lifetime access to your Google Drive workspace and all of it's organized contents. Email reminders and Interactive Checklist access will pause unless you add an extension. We pass the baton entirely over to you to get to the finish line.
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Can I invite my attorney/advisor or family?

Yes—share your Google Drive folders or individual documents at your discretion. Share a view-only link to your Interactive checklist/progress.____________________________________________________________

Can I actually get my legacy planned in 30 days?

Yes — our checklist is designed to help you move step by step, so you can organize your essential documents and wishes in as little as 30 days. Some families finish even faster, others take a little longer — and that’s okay. What matters is that you’ll have clear guidance, simple steps, and everything stored securely in your own Google Drive, where your family can always find it.____________________________________________________________

How do I log in?

You don't! You access your Interactive Planning Checklist from a private link that you will receive via email. Bookmark this link to your primary browser if needed. Your Legacy Plan Master Folder will be located in your Google Drive.____________________________________________________________

What if I don’t have a will yet?

No problem—start gathering IDs, beneficiaries, and assets now. We help you get organized and, when you’re ready, you can connect with an attorney to draft the will and add it to your Master Folder (that you own forever) when it is done.____________________________________________________________

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 30-days, confidently.