September made Forward more dependable and easier to navigate, and introduced the new My Estate page.
My Estate
- The new My Estate page brings your reports and your estate distribution together in one place.
Family and permissions
- The Family page now lists family members separately from the professionals who help you.
- Deciding who can see and manage each asset now happens on dedicated pages. They have search and filters, and show current ownership shares before you make a change.
- If you belong to more than one family, you now land in the right one when you sign in.
Working with your records
- Upload a document straight from any asset, the same way you do on the Documents page.
- The Legal Documents and Upcoming Events cards on your dashboard now list the items themselves.
- Breadcrumbs on asset and legal document pages show where you are and take you back in one click.
Neighborhood
- The Neighborhood advisor directory has its own page, with search by name.
Security and trust
- Forward has achieved SOC 2 Type II compliance