Getting Started
New to Total Family? Start with the track that matches your role.
Total Family is used two ways: by a family building its own legacy, and by an advisor doing that work alongside their clients. The product is the same underneath, but the first hour looks quite different.
Pick the one that matches you.
You are setting up your own household, on your own or after an advisor invited you.
What Is Total Family?
What the product is for, and what your family gets out of it.
Before You Start
Is it a will? Who can see what I write? What if I stop paying?
Create Your Family
Set up your household and invite the people in it.
Your First Week
The order to work through things in, from sign-in to your first vision.
Free vs Premium
What the free plan covers, and what Premium adds.
Then For Families has the full article for every feature.
You are a financial advisor or wealth firm bringing Total Family to your clients.
Total Family for Advisors
What the platform does for a practice, before you create an account.
Set Up Your Firm
Create the firm account, add your details, and bring your team in.
Your First Families
From your first invitation to a household that is actually using it.
Plans and the Trial
What the free plan covers, how the trial works, and what happens after.
Then For Partners has the full article for every screen.
Either Way
Glossary
Vision, Legacy Vault, Kin, seats, white label: what each term means here.
Billing & Payment
Plans, upgrades, promo codes, and what to do when a payment goes wrong.
None of this has to happen today. Pick one and start.