Wealth Planning Family Organizer – Professional Client License
Wealth Planning Family Organizer – Professional Client License
Help your clients see the bigger picture of their financial life, not just individual accounts.
The Wealth Planning Family Organizer is a 50-page fillable and printable workbook designed for wealth planners, financial advisors, private wealth professionals, and family-office-style practices to provide to clients as a practical organization and planning resource.
It brings together important personal, household, financial, and estate information in one place, while also including wealth-specific pages such as a family wealth map, investment account inventory, private and alternative assets, real estate holdings, corporate interests, trusts and estate structures, philanthropy, family legacy priorities, succession planning, and professional advisory contacts.
Clients can complete the organizer digitally or print it and keep it securely at home.
What's Included
- 50-page fillable + printable PDF
- Wealth Planning Family Organizer
- Personal and emergency information
- Banking, debt and household information
- Password and digital-access planning
- Important document locator
- Hospitalization and emergency planning
- Family wealth map
- Investment account inventory
- Portfolio purpose and risk notes
- Private and alternative assets
- Real estate holdings
- Corporate interests
- Trusts and estate structures
- Philanthropy and giving
- Family legacy priorities
- Succession and continuity planning
- Professional advisory team
- Wealth review notes
- Professional meeting notes
- Family conversation notes
- Final emergency cheat sheet
Choose Your Professional Client License
Starter License — $99 CAD
Licensed for distribution to up to 10 individual clients or households.
Professional License — $179 CAD
Licensed for distribution to up to 25 individual clients or households.
Professional Plus License — $299 CAD
Licensed for distribution to up to 50 individual clients or households.
Team License — $499 CAD
Licensed for distribution to up to 100 individual clients or households.
Need more than 100 client licenses?
Contact us for custom firm, team, or practice pricing.
How the License Works
You receive one master digital copy of the Wealth Planning Family Organizer.
Your selected license gives you permission to print or privately distribute the organizer to the number of clients or households included in your purchased tier during the 12-month license period.
For example, purchasing the 25-client license allows you to provide the organizer to up to 25 clients. You do not need to download the PDF 25 separate times.
You May
- Print copies for your licensed clients
- Email or privately provide the fillable PDF to your licensed clients
- Use it during wealth-planning or review meetings
- Provide it as a client-appreciation or onboarding resource
- Use a combination of printed and digital copies within your purchased client limit
You May Not
The master PDF may not be:
- Resold as a standalone product
- Posted publicly online
- Uploaded to an unrestricted website or shared drive
- Shared with other professionals or businesses
- Distributed beyond the number of client licenses purchased
- Altered and resold as your own product
Additional distribution requires an additional license.
A More Complete View of Family Wealth
Financial plans, investment statements, and estate documents all matter, but families also need a simple way to understand how the pieces fit together.
This organizer helps clients document what they own, where important information is stored, who their advisors are, and what priorities matter most to their family.
It’s designed to complement professional wealth planning by giving clients one organized place to keep the practical details that can otherwise become scattered across accounts, documents, and conversations.
