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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
The Care Forecast
The care ahead,
in plain figures.
A written forecast of the care your loved one will need and what it will cost — built from your family's own answers, grounded in published cost sources, and delivered as a document you can plan around.
The Report — $200
- Built from your family's answers to a guided questionnaire
- Cost projections for your part of Ontario, with local options
- Labelled educational — it reflects what you told us
With an OT Home Visit — $2,000
- An occupational therapist verifies the answers at home, in person
- The forecast is rebuilt from what the visit finds, with the OT's own observations
- Start with the report — the $200 is credited if you add the visit later
See what it covers
Ontario first — we confirm your postal code is serviceable before any payment.
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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?
One or both of two reports. 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 would sustain each one. A family alignment analysis shows where family members read the situation differently, which is often what stalls a decision. Your advisor can arrange either, and in Ontario you can also order a Care Forecast directly from this site.
How long does the questionnaire take?
Around 20 to 30 minutes. It is about three dozen short questions covering health, daily routines, the home and finances. Answer what you know and skip anything you would rather not. Each answer saves the moment you give it, so you can close the tab and come back later with the same link.
Do we need to create an account?
Not to answer the questionnaire. If your advisor sends you a private assessment link, you can complete it without a password. Some families join with a code instead, and that path does involve creating an account, which also gives you the family dashboard where reports arrive.
Who can see what we write?
Your advisor and the people your family has authorised. Access is restricted by role, sensitive fields are encrypted, and your assessment link opens only your own questionnaire, so answering never shows you anyone else's responses.
Is the report written by AI?
The analysis is generated by AI and grounded in current published sources. A family alignment analysis is then reviewed and approved by a person before your family sees it, and a Care Forecast that includes an OT visit is reviewed and released by the OT. A Care Forecast ordered on its own goes through automated checks and is delivered as soon as it is ready; no person reviews that one first.
Can we see an example before we start?
Yes. A complete sample report for a fictional family is 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. You can repeat the assessment when things shift, and your advisor can run a fresh analysis so decisions rest on the current picture rather than last year's.
Can we delete our data?
Yes. If you have an account, you can export or delete your data yourself from the My Data page. If you answered through a link without an account, ask your advisor or contact us and we will handle it.
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 augments how you already serve families. 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?
Reports built for a meeting. The alignment analysis maps where family members agree and where they diverge, with recommended next steps, and it reaches the family through private per-person links. A Care Forecast Report is a formal PDF of cost projections with the assumptions shown, and it comes with a short conversation brief for you when a client family orders one.
How do families get invited?
You create the family, and the platform prepares a join code and a ready-to-send invitation email that goes out from your own inbox. As each participant joins, they get a private link scoped to them. You can see who has responded, send reminders from the platform, 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?
The alignment analysis is. It stays in draft until a reviewer approves it; the reviewer sees the automated quality check's findings alongside the content, can edit or reject it, and every approval is recorded. A Care Forecast with an OT visit is reviewed and released by the OT. One ordered without the visit is checked automatically and delivered without a human step.
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 changes to records are audited. We treat that information with the discretion you would expect of estate counsel.
Where is the data processed?
The application, database and AI analysis run on Google Cloud in Canadian regions. A few supporting services process data elsewhere: payments and sign-in in the United States, email and analytics in the European Union. Data handling follows PIPEDA. 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 option: print the questionnaire, fill it in with the client, then photograph the pages and the answers are read back in for review.
How does pricing work?
Advisors subscribe per seat, and the tier sets how many family files are included each month. The Care Forecast is a separate one-off purchase, priced the same whether it comes through you or directly from a family. Trials are available on request, so you can run a real family through the process before committing.
The sample report mentioned above is public: read the complete Care Forecast for a fictional family.
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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