Wealth
One number for everything you own and owe.
- Accounts, trusts, LLCs and loans on one net worth
- Inside vs outside the estate, at a glance
- Investments by manager and asset class
Product
Everything your family owns, in one place.
Seven sections, one dashboard, and Diana to keep it current. Each answer points back to the document it came from.
Real Estate
Every home, cabin and rental, with the papers behind it.
- Deeds, purchase agreements and property tax
- Mortgages and insurance tied to each property
- LLCs and co-owners recorded
Insurance
Every policy, what it covers, and when it renews.
- Declarations pages read and filed
- Renewals and premium due dates
- Carrier portals fetched by Diana
Estate Planning
Wills, trusts and powers of attorney, signed vs draft.
- Trusts incl. GST, beneficiaries and trustees
- Estate map of who owns what
- Flags unsigned or superseded documents
Bills & tax
What is due and from which account.
- Your own private bill address
- Drafts wait for your approval, always
- Tax documents gathered for your CPA
Diana
Your chief of staff, answering from your own records.
- Every answer cites the document and page
- Drafts follow-ups for you to confirm
- Never moves money, never gives investment advice