A guided start
- A redesigned sign-up walks you through the essentials one step at a time: your family, your home, your key documents and your accounts.
- Start with a 30-day free trial. No credit card needed.
- Upload a document during setup, and Forward reads it and creates the matching record for you.
- Add your home with address lookup, and add more than one property.
- A short product tour and a "Finish setup" checklist on your dashboard show you what to do next.
Forward en español
- The entire app is now available in Spanish. Switch languages from the page footer, even before you sign in, or from Account Settings.
- If you choose Spanish on our website, the app opens in Spanish too.
- Stewie, your Forward assistant, now answers in Spanish.
Assets and documents, reorganized
- You now add and edit assets and documents on full pages instead of small pop-ups.
- New filters, plus list and grid views, make it easier to find what you're looking for.
- Each asset and document type comes with a plain-language explanation of what it is and why it matters.
- Legal Documents cards show more detail at a glance, and document roles are easier to manage.
- Real estate has its own dedicated pages.
- The Secrets Vault keeps sensitive details hidden until you choose to show them, with a one-click copy button.
Also new
- Refreshed dashboard cards, including a compact view of your family members.
- Updated advisor and company profiles in the Neighborhood, with logos and banners.
- When Stewie answers a question, it links you straight to the right page in the app.