Total Family | Software for Legacy
Offer legacy as a firm-wide, consistent client experience
Give families a clear, structured place to start
Create shared language around Values, Purpose, and Meaning
Without adding hours, meetings, or manual prep
Legacy becomes practical.
Legacy moves from conceptual to operational.
What Advisors Say
“That’s where I feel like it’s been helpful to have Total Family be that structure that everyone on the advisory team can plug into. So whereas we really do pride ourselves on having very customized and personalized conversations with our clients, this is kind of that backbone that we can use that is in a way making sure that everyone is kind of working from the same framework when they have these conversations with a client.”
Jessica Gibbs, CFP®, Chief of Staff, Monument Wealth Management
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“I do think Total Family makes it so incredibly easy to insert legacy into your practice in so many different ways. There’s a lot of different places where it can fit in. And you don’t have to have it all figured out to get started. Just get started. There’s plenty of resources, plenty of tools, and you’ll kind of figure out along the way as you get your hands dirty. It’s such a value add and it’s so easy. There’s no reason not to do it.”
Emily Harper, Monument Wealth Management
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“I found it very interesting that particularly the sort of five values that people would come up with, I felt like I kind of unlocked like a whole new level of knowing them just by seeing those five words. There were things that maybe I was familiar with or was circling through my years of working with them and developing their financial plan. But something about it, it kind of brought into focus. This is one of the five most important words to you, and we haven’t really dug into that.”
Jessica Gibbs, CFP®, Chief of Staff, Monument Wealth Management
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“The onboarding process was very hands on and we continue to receive a ton of support to make sure we are receiving as much value as possible. The user experience is very intuitive for both myself as the advisor and the clients I invite to use the platform. I receive helpful insights automatically that I can use to support conversations with my clients and untap new ways to engage with them on a deeper level.”
Emily H., Vice President & Partner · Verified review on G2
“The ability to curate conversations that most advisors aren’t having—and that some families aren’t even having internally across generations. The interface is very user-friendly and intuitive to use. The ability to add photos, milestone and legacy letters all in one vault.”
Jackson F., Financial Advisor · Verified review on G2
“Provides a collaborative platform that deepens client relationships by facilitating meaningful conversations about personal and family values, purposes, and roles.”
Trace C., Owner/Partner · Verified review on G2
