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Guided Family Intake
Structured, role-aware onboarding designed for clarity and minimal friction across every family member.
Bringing families together
for thoughtful care decisions.
A trusted platform for families navigating care decisions for a loved one, and for the financial advisors who guide them. We bring everyone to the same table, with clarity and discretion.
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“Wherever a human being is, there is an opportunity for kindness.”Lucius Annaeus Seneca
The Three Tenets
Built for advisors.
Centred on families.
A thoughtful, secure platform that supports real conversations, aligns decisions, and documents the path forward, with privacy by design.
I.
For the Wealth Advisor
An expansion of your service offering: compassionate care-planning tools that equip you to guide the most consequential conversation a family will hold.
II.
For the Family
A private space to unite in making informed decisions about a loved one's care: each voice heard, each viewpoint captured in confidence.
III.
In Strict Confidence
What families share here is encrypted, access-controlled, and seen only by the people you authorize. The discretion you would expect of estate counsel.
The Practice
What we are
building.
A secure, advisor-first platform that helps families navigate complex care decisions with clarity, structure, and compassion.
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An Engine for Insight
Clear, explainable analysis that surfaces alignment and focus areas, without hype, and without black boxes.
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Documents of Record
Professional, export-ready summaries and next steps that fit the rhythm of real advisor workflows.
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“Bringing families together for thoughtful care decisions, through technology, compassion, and professional guidance.”
From the founding principle
A Method
Three movements,
unhurried.
Built to fit how advisors actually work with families and teams.
I.
Discovery & Intake
Invite family members, collect perspectives in confidence, and set expectations for an aligned conversation.
II.
Review & Insight
Surface themes and focus areas with explainable summaries that support your professional judgement.
III.
Document & Follow-Through
Export professional summaries and next steps for meetings, documentation, and accountability.
Reports & Assessments
For meetings, and
for the record.
Role-aware assessments for families and advisors, with clear, professional outputs ready for meetings and documentation.
Assessment Features
- Role-aware questionnaires for advisors and family members
- Autosave and resume links for convenient completion
- Consent-aware sharing and scoped access
Report Contents
- Executive summary and key themes
- Alignment highlights and focus areas
- Clear, actionable next steps
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The instruments themselves are reserved for the families we serve.
Frequently Asked
Questions, in good faith.
Straightforward answers about the platform and how it fits your practice.
For families
If someone you love is starting to need more help, and you are trying to work out what that means.
What do we actually receive?
Two things, depending on what your advisor arranges. A Care Forecast Report projects what care would cost across the realistic paths — staying at home with support, retirement living, assisted living, long-term care — and how long your family's resources sustain each one. A family alignment analysis looks at where family members see the situation differently, which is often the thing that stalls a decision.
How long does the questionnaire take?
Most families take around 20 to 30 minutes across eleven short sections covering health, home, daily routines and finances. You can answer what you know and skip what you do not, your progress saves automatically, and you can return later with your link.
Do we need to create an account?
No. Your advisor invites you with a private link scoped to your family, and you can complete an assessment through that link without setting up a password.
Who can see what we write?
Your advisor and the people you have authorised. Access to each family's record is restricted by role, sensitive fields are encrypted, and a family member answering their own assessment cannot see another member's answers.
Is the report written by AI?
The analysis is generated by AI and grounded in current published sources, then reviewed by a person before it is released to your family. Nothing reaches you unreviewed.
Can we see an example before we start?
Yes. A complete sample report for a fictional family is published on the site, with no code or sign-up needed, so you can see the shape and depth of the output before answering anything.
What if our circumstances change?
They usually do. The assessment can be repeated, and a follow-up report compares what has changed since the last one rather than starting from scratch.
Can we delete our data?
Yes. You can request export or deletion of your family record, and the platform is built to handle those requests as a matter of course rather than as an exception.
For advisors and firms
If you advise families and want the eldercare conversation to be structured rather than improvised.
Where does this fit in my practice?
It is built to augment how you already serve families, not replace it. You invite the participants, the platform runs the structured assessment and produces the analysis, and you keep the relationship and the counsel.
What do the outputs look like?
Export-ready reports designed for a meeting and for the family file: cost projections with the assumptions shown, the points where family members disagree, and recommended next steps. Clarity over volume.
How do families get invited?
You create the family, add the participants, and the platform sends each one a scoped link. You can see who has responded, send reminders, and enter answers on a participant’s behalf when they would rather talk it through with you.
Is anything reviewed before a family sees it?
Yes. Every analysis passes an automated quality check and a human review before release. A reviewer can edit the content, request a revision, or reject it outright, and approval is recorded.
How is client information protected?
Information is encrypted in transit and sensitive fields are encrypted at rest. Access is restricted by role and scoped to the families you are responsible for, and access to records is logged. We treat that information with the discretion you would expect of estate counsel.
Where is the data processed?
The platform runs on Google Cloud in Canadian regions, and data handling follows PIPEDA principles. If your firm has specific residency or retention obligations, raise them with us and we will tell you plainly what we can and cannot meet.
Can occupational therapists use it directly?
Yes. OTs have their own portal for running a Care Forecast during a visit, including a paper intake option: print the questionnaire, complete it with the client, then photograph it back for the answers to be read in for review.
How does pricing work?
Advisors subscribe by tier, with the number of family assessments included set by the tier. Trials are available so you can run a real family through the process before committing.
A First Conversation
Ready to get started?
Whether you're navigating care decisions for a parent or guiding a family through one, we make the next step a simple one.
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