Demo mode · Registry tier — The Johnson Family  ·  Sign in → ×

A letter for your people

The Johnson Family

The one page your family would reach for if they ever had to step in — every place the money lives, and how to get into each. You keep it current by hand.

Almost there — one more step.

Accounts covered

7 of 9

2 missing a balance

Vault readiness

3 of 3

all saved

People in place

3

Spouse · Adult child · Advisor

If something happens Preview →
FN

First National Bank

mark.johnson@email.com

✓ saved
VA

Vanguard

mark.johnson@email.com

✓ saved
CC

Community Credit Union

mark.johnson@email.com

✓ saved
Who can help Manage
LJ

Linda Johnson

Spouse

JJ

James Johnson

Adult child

RK

Robert Klein

Advisor (pending)

+ Invite someone →
Accounts View all
FN

Everyday spending ···4821

$12,450
FN

Emergency fund ···2103

$38,200
VA

401(k) ···1147

$312,800
CC

Home mortgage ···0042

$312,000
~$341,180 estimated net worth · manually entered, not live
↗

Keep your family's picture current automatically. Connected adds live sync, alerts for unusual activity, and shared awareness — so your trusted people always see the current picture.

Manage accounts

Every account, grouped by where you'd sign in — keep the balances and the way in current by hand.

The Johnson Family

~$341,180

Estimated net worth · manual entry · 9 accounts

Total assets

$676,600 manual estimates

Total debts

$335,420 loans + credit cards

First National Bank

Manual entry

Everyday spending

checking ****4821

$12,450

Emergency fund

savings ****2103

$38,200

Joint expenses

checking ****7745

$4,830

Visa rewards card

credit ****5020

-$5,020

Community Credit Union

Manual entry

Home mortgage

mortgage ****0042

$312,000

Vehicle loan

loan ****3388

$18,400

HSA

health savings ****6690

$8,170

Vanguard

Manual entry

401(k)

retirement ****1147

$312,800

Roth IRA

IRA ****8833

$87,600

Connected adds live sync

Balances update automatically. No manual entry needed.
← Letter

Preview. This is exactly what your executor, James Johnson, would see if something happened — read-only, with the way into each place. Nothing here can move money or make changes.

If something happens

The Johnson Family — where the money lives and how to get in

As of May 2026

Banking — First National Bank

First National Bank  fnb.com ↗
Loginmark.johnson@email.com
Access notesCall 1-800-555-0100 if locked. Branch at 412 Oak St, Springfield — ask for Sarah Chen.
Checking ****4821 — Everyday spending$12,450
Savings ****2103 — Emergency fund$38,200
Credit ****5020 — Visa rewards-$5,020

Investments & Retirement — Vanguard

Vanguard  vanguard.com ↗
Loginmark.johnson@email.com
Access notesCall 1-800-662-7447. Beneficiary designations in shared drive / Documents.
401(k) ****1147$312,800
Roth IRA ****8833$87,600

Key contacts

Linda Johnsonlinda.johnson@email.com
Spouse / co-owner
James Johnsonjames.j@email.com
Adult child
Robert Klein, CPArklein@kleinaccounting.com
Advisor

Generated by FamTrust · famtrust.life · Read-only. FamTrust cannot move money or make changes to any account.

Family access

Members

Mark Johnson

mark.johnson@email.com

Owner

Linda Johnson

linda.johnson@email.com

Spouse / co-owner

James Johnson

james.j@email.com

Adult child Balances: on

robert@kleinaccounting.com

Advisor pending

Invite a family member

They see account names and types by default. You can choose to show them balances too. They cannot see credentials.

Alerts · Locked

🔔

Alerts require Connected tier

13 alert types — large transactions, low balance, missed credit card payments, burn rate changes, and more. Alerts need live bank data to fire.