All FamVault features
Estate Planning Wills, beneficiaries and succession — kept current
Estate plans and beneficiary designations per member, with a readiness score that shows exactly who is covered and who is exposed.
Estate plans and beneficiary designations How it works Estate Planning tracks each member's will, trust arrangements and beneficiary designations, with execution status and the documents behind them.
The dashboard's estate-readiness score makes gaps visible: which living members lack an executed plan, which designations are stale, and what needs attention — so succession is a managed process, not a discovery.
Capabilities Plans per member Wills and trust arrangements with execution status.
Beneficiary registry Designations linked to members, assets and entities.
Readiness scoring A live view of who is covered and who is exposed.
Document linkage Executed documents attached in the secure vault.
More features Dashboard & Net Worth — A live, multi-currency net-worth dashboard with compliance score, estate readiness and the items that need attention today.Family Directory & Tree — Rich member profiles, an interactive multi-generational family tree and a formal Family Council with meetings, resolutions and action items.Personal Records — Passports, visas, residencies, citizenships, tax residencies, medical, education and employment records for every member — with expiry tracking.Finances & Wealth — Bank accounts, cards, brokerage and investment portfolios, loans, digital assets and cash — plus cash-flow projection and structured valuation reviews.Real Estate — Properties with tenants, rental income, mortgages, maintenance, utilities, compliance documents, financing, insurance and valuations — a complete suite per property.Vehicles — The family fleet with registration records, insurance policies and complete service and maintenance histories per vehicle.Entities & Trusts — The corporate side of the family: registrations, stakeholders, share classes, board governance, statutory filings, licenses and an interactive org structure.Legal & Incidents — Legal matters and counsel contacts alongside an incident log and event register, so the record is complete when it matters.Compliance & Tax — Compliance obligations with renewal tracking, a tax document vault, filing calendars per jurisdiction and an engine that derives who must file where.Estate Planning — Estate plans and beneficiary designations per member, with a readiness score that shows exactly who is covered and who is exposed.Insurance & Coverage — Personal, property, vehicle and company insurance in one view — with a coverage-gap analysis that shows what is uninsured or underinsured.Tasks, Alerts & Approvals — Tasks with owners and due dates, reusable templates, an approvals chain and a rule-driven alerts engine watching every expiry and deadline.Document Vault & Data Rooms — A categorized, org-isolated document vault with OCR-assisted capture — plus scoped data rooms for time-limited, audited external sharing.Readiness & Reporting — A 147-item readiness framework scored across 12 pillars, a document checklist, gap register and exportable reports.Family Life — A shared family calendar, travel records, subscriptions and memberships, and a knowledge base that preserves what the family knows.Staff & Advisors — Staff records with leave tracking and an advisor directory covering wealth managers, lawyers, accountants and consultants.Security & Access Control — Role-based access across 13 roles, app-enforced 2FA with passkeys, full client isolation and an audit log of every change.
FamVault