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 Review collected by and hosted on G2.com.

I honestly don’t see any real downsides to Total Family. Building out and “onboarding” everything Total Family has to offer can take a while, but conversations around legacy, values, and related topics aren’t meant to be rushed or wrapped up in a short stint. Review collected by and hosted on G2.com.