See what your heirs would receive
FAM can now project how your estate would be distributed, including transfers between
family members and what happens in different orders of succession. It turns a plan on
paper into a number you can actually look at.
Choose who's acting on a shared estate
When two or more people own an estate, you can now choose who is acting on the plan.
Spouses, partners and co-trustees can each manage things without stepping on one another.
A better estate planner
We rebuilt how you work through your plan: search across your assets, select rows
directly, and see a running summary as you allocate. Guardrails now catch allocations
that do not add up before you save.
Add family members before you invite them
You can add someone to your family and fill in their details first, then send the
invitation when you are ready. Added members show clearly as pending, with send and
resend available wherever they appear.
Clearer document review
Details are now pulled from uploaded documents automatically, so reviewing a document
means confirming what we found rather than typing it in yourself.
Register without a phone number
A phone number is no longer required to get started. You can add and verify one later
from your settings.
See the monthly price on annual plans
Annual plans now show the equivalent monthly price alongside the annual total, so
comparing plans is straightforward.
Refreshed asset cards
Assets are easier to scan, with clearer categories and colour used to distinguish them
at a glance.