Everything important, considered
Organize the legal, financial, healthcare, insurance, and personal information the people you trust may need.
For members and families
Peace of mind is knowing they won't have to figure it out alone.
Family Circle helps keep your loved ones prepared, your important information organized, and your estate plan connected to the life you are living.
Beyond the Documents
Your plan should feel useful now - not only someday.
Estate planning is about more than preparing for death. It is about making life easier for the people you love. Family Circle turns a one-time planning event into an ongoing practice of organization, communication, and care.
Why families join
Clarity for today. Confidence for every chapter ahead.
The right people, connected
Help the family members, trusted friends, fiduciaries, attorneys, and advisors around your plan understand their roles and know where to turn.
A plan that keeps pace
Annual check-ins and life-event conversations help you recognize when your estate plan may need attention.
Less searching. Less guessing.
Give your family a clearer path forward during moments that are already emotionally difficult.
Trusted guidance continues
Maintain a meaningful connection with the professionals who helped create and support your plan.
Who's in your Circle?
Your Circle is bigger than family.
The people around your plan may include your spouse, children, siblings, parents, or other relatives. Your Circle can also include people you have chosen to trust—a close friend, attorney, financial advisor, CPA, business partner, trustee, or other fiduciary.
Not everyone needs the same information or the same role. The right people should know the right things at the right time.
Family
Trusted Friends
Attorney
Financial Advisor
CPA / Tax Professional
Trustee / Fiduciary
Healthcare Decision-Maker
A simple rhythm
Stay organized. Stay connected. Stay current.
Family Circle is designed around three ongoing habits that protect the people around your plan.
Gather what matters
Bring the key information around your legal, financial, health, insurance, and personal life into a clearer picture.
Connect your Circle
Help the people you trust understand their roles, know who else is involved, and know where to turn when they are needed.
Check in each year
Review what changed and recognize when a conversation with your attorney or advisor may be needed.
Life changes are planning moments
When your life changes, your plan deserves attention.
Marriage
A new child
Divorce
A new home
A grandchild
Business sale
Retirement
Health change
Loss of a loved one
“The greatest gift you leave your family isn't just an estate plan. It's peace of mind.”
What changes
From hoping they know to knowing they'll be okay.
- Your important information is more organized.
- Your trusted people understand where to turn.
- The professionals around your plan are easier to identify and reach.
- Your plan gets attention as life evolves.
- Your family carries less uncertainty.
An ongoing annual membership
Make every chapter easier for the people you love.
Family Circle is an ongoing annual membership that helps keep important information organized, trusted people and professionals connected, and your estate plan connected to life as it changes.