Estate planning doesn’t end with signing on the dotted line.

Familial is your secure and easy-to-use online guide to holistic estate organization.

Use code CSA10OFF for 10% OFF your first year of Familial. Scroll down to make it 25%!

Why Estate Planners and other professionals partner with Familial

Check out this one-minute video to see how Familial can help advisors, clients, and their families.

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  • “Familial provides a huge value and is a unique tool that is not being provided by our current planning & estate technology partners.”

    - Hamilton, advisor in his 40s

  • “ One client had never engaged on this topic and generally avoided it, but with Familial, they started long-term planning for the first time. ”

    - Financial Advisory Partner

Who benefits from Familial?

✔ Financial advisors & planners

✔ Estate planners

✔ Senior care service providers

✔ Insurance professionals

✔ Counselors & social workers

✔ Accounting professionals

✔ Retirement and senior living coordinators and programming directors

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