Protect your family's financial future
Securely share your complete financial overview with trusted family members. Set customizable access conditions, multi-layer security controls, and maintain a complete audit trail — so your loved ones are never left in the dark.
One Dashboard, Complete Control
Activate Family Legacy with one click. See your status, number of authorized persons, access conditions, and activation date at a glance. Preview exactly what your contacts will see before sharing anything.
1
Authorized
person
0
Access history
entries
Immediate
Access condition
access
Trusted Contact Management
Add up to 5 trusted persons — spouse, children, parents, or your lawyer. Each contact is verified via email. Manage relationships and remove contacts anytime with full control.
Add up to 5 persons who can request access to your financial overview
Jana N.
jana.n@email.cz
Spouse
Flexible Access Rules
Choose when and how your contacts can access your data. Manual approval gives you full control, inactivity trigger enables automatic release, or immediate access after verification. Get notified on every request.
Set how and when authorized persons can gain access
Manual approval
You must manually approve each request
After inactivity period
Access unlocks after set number of days of inactivity
Immediate access
Access immediately after verification (email + SMS)
Enterprise-Grade Security
Geographic restrictions, datacenter IP blocking, daily access limits, session timeouts, reCAPTCHA protection, and upcoming SMS verification. Your data stays protected with multiple layers of security.
Geographic restrictions
Access rules
Max accesses per day
Session length (minutes)
Leave Instructions for Your Family
Write important information, instructions, and notes that your authorized persons will see when they access your financial overview. Passwords, account details, lawyer contacts — anything they need to know.
General instructions
Write general instructions and important information for your family. This text will be visible to authorized persons after viewing the financial overview.
Contact our lawyer at Smith & Partners if needed. Bank accounts listed in the overview.
Full Access History
Every access request and data view is logged with timestamp, IP address, country, status, and session duration. Know exactly who accessed your data and when — complete transparency and accountability.
Owner preview
Access granted
Jana N.
Request sent · jana.n@email.cz
Jana N.
Access granted · 185.x.x.x · CZ
Jana N.
Data viewed · 0:13 min
How it works
Three simple steps to protect your family's financial future
Activate & Add Contacts
Turn on Family Legacy and add up to 5 trusted persons with email verification. Set their relationship type for easy management.
Set Access Rules
Choose manual approval, inactivity trigger, or immediate access. Configure geographic restrictions, session limits, and notification preferences.
Peace of Mind
Your family can access your financial overview when they need it most. You stay in control with a full audit trail and instant notifications.
Ready to protect your family's financial future?
Set up Family Legacy in minutes. Your loved ones will thank you.
Start Free NowNo credit card required