Organizing an estate has never been easier.

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 Certified Senior Advisors recommend Familial

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

Start your FREE two-week trial today.

Use CSA10OFF during account set-up for 10% off your first year of Familial.
Scroll down to make that 25% off - forever!

Want an additional 15% off? Only $7/month!

Sign up here to get a total of 25% off Familial (forever!).

Note this discount expires September 31st, so start your risk-free 14-day free trial today!

By signing up, you agree to receive marketing emails. You can unsubscribe at any time.

Exclusively for CSA attendees.

Want to learn more about how Familial could grow your business and bring more value to your clients?

Schedule a brief demo with the Familial team to find out if we’re a good match.

  • “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 attorneys

✔ Senior care service providers

✔ Insurance professionals

✔ Counselors & social workers

✔ Accounting professionals

✔ Retirement and senior living coordinators and programming directors

BACKED BY