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Enterprise Plans That Enhance Retention

Family Playbook enterprise plans offer companies, organizations and fiduciaries with a value-add platform for customers and employees to organize and share legal, financial, property and end-of-life information with loved ones.

Our experts work with you to create programs that enhance employee and customer retention with family tech tools. 

Peace of Mind 

Family Playbook empowers your employees and customers to create a comprehensive, transparent roadmap of their important documents, instructions and wishes for their loved ones, all through a simple and secure platform.

Add Value 

Family Playbook enhances client and employee loyalty by providing a valuable personal resource that evolves as their needs change. Our platform reduces the stress of scrambling to find critical information during a time of grief and ensures a clear legacy plan is in place to secure intergenerational assets.

Our team of enterprise experts is here to work with you to design a custom program that fits your specific needs. 

Enterprise Experts


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Sample Categories Family Playbook Digital


We know everyone's situation is unique, so we let you designate people in your inner circle to help build your Family Playbook. This feature is ideal for spouses helping each other, kids helping elderly parents, friends helping friends or an advisor helping a client.

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​Intuitive Design

Family Playbook is easy to use, providing simple step-by-step guidance to help gather the critical information and important end-of-life wishes.

Why Family Playbook?

Over the course of your life, you acquire countless properties, documents, collections, accounts, passwords, contacts and memories.

While we all know that everyone is going to die at some point, most do not share a detailed record of their estate, funeral plans and wishes.

Without a Family Playbook, your loved ones are left to navigate a complicated and confusing maze that can be both emotionally and financially draining.

While the grief one feels after losing a loved one is unavoidable, the stress of dealing with the organizational aftermath is preventable by creating a Family Playbook.

Family Playbook enables you to easily prepare and share a comprehensive roadmap to your estate and wishes.

You choose who has access to each section of your Playbook, ensuring the right people can take the right steps.

Security is paramount. Your data is secured with bank-level encryption and two-factor authentication.

How Family Playbook Works

Create A Profile

Create your secure profile and select a Family Playbook plan that's right for you.

Answer Questions

Answer a series of questions to build a comprehensive plan for your family.

Invite Family

Add family members and trusted advisors to have access to your secure Playbook.

Secure Access

Your information is protected and you can make changes and edits at any time.

We Guide You Step By Step

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