totalfamily

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1. 10/12/2026

   Updated: best for, features, plans, sources, summary, use cases, walkthrough

   See recorded changes

   bestFor

   Before: ["Families and financial advisors, including wealth consultants and enterprise firms, who want to preserve family legacy beyond financial assets.","Families seeking to establish shared language and vision across generations and preserve stories, values, and milestones securely."]

   After: ["Families and financial advisors, including wealth consultants and enterprise firms, who want to preserve family legacy beyond financial assets."]

   features

   Before: ["Milestones feature to track meaningful family moments over time.","Vision feature to capture values, purpose, and roles quickly.","Kin AI provides intelligent support to deepen conversations and prepare for meetings.","Legacy Letters feature to turn insights into memorable messages for families.","Family Resource Library and Education included in free and premium plans."]

   After: ["Milestones feature to track meaningful family moments over time.","Vision feature to capture values, purpose, and roles quickly.","Kin AI provides intelligent support to deepen conversations and prepare for meetings.","Legacy Letters to turn insights into memorable messages for families."]

   plans

   Before: []

   After: [{"name":"PREMIUM","note":"Automatically extracted from the linked pricing source. Seat allowances, usage limits, taxes and terms are not confirmed — check them with the provider.","annual":399,"monthly":null,"perSeat":false,"currency":"USD","features":[],"extraUnit":null,"unitLabel":"","maximumSeats":null,"minimumSeats":1,"includedUnits":null,"startingPrice":false,"seatsConfirmed":false}]

   sources

   Before: [{"url":"https://totalfamily.io/","label":"Total Family"},{"url":"https://totalfamily.io/pricing/demo","label":"Total Family"},{"url":"https://totalfamily.io/pricing/advisors/families","label":"Pricing for families | Total Family"}]

   After: [{"url":"https://totalfamily.io/","label":"Total Family"},{"url":"https://totalfamily.io/pricing/demo","label":"Total Family"},{"url":"https://totalfamily.io/pricing/families","label":"Pricing for families | Total Family"}]

   summary

   Before: "Helping families define the meaning behind their financial assets and preserve stories and context for future generations. Milestones feature to track meaningful family moments over time. Vision feature to capture values, purpose, and roles quickly."

   After: "Preserving family stories, values, and context to ensure future generations understand the meaning behind inherited wealth. Milestones feature to track meaningful family moments over time. Vision feature to capture values, purpose, and roles quickly."

   useCases

   Before: ["Helping families define the meaning behind their financial assets and preserve stories and context for future generations.","Advisors using the platform to create more natural referral opportunities and build relationships with high-net-worth clients."]

   After: ["Preserving family stories, values, and context to ensure future generations understand the meaning behind inherited wealth.","Supporting advisors in creating more natural referral opportunities, building rising-generation relationships, and staying relevant with high-net-worth clients."]

   walkthrough

   Before: ["Advisors can integrate Total Family into existing client experiences without adding hours to their week.","The platform supports advisors in leading legacy work by providing tools like Vision, Milestones, Legacy Letters, and Kin AI."]

   After: ["Track meaningful family moments over time using Milestones.","Capture family values, purpose, and roles quickly with Vision.","Use Kin AI to support and deepen legacy conversations and prepare for meetings."]