GuardKin
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For advisors

Know what each client has in place, without opening a file.

GuardKin shows an advisor which records a client holds, which core documents are current, and which figures the client chose to share. It never shows what is inside a record. When a client dies, the advisor of record is the second signature on the report.

Request a demoSee the screens

The advisor console

Three screens from where you sit.

One client, drawn the way the console draws it: what is on file, what the client chose to share, and your part when a death is reported.

More to the side. Swipe, scroll sideways, or use the arrow keys.

  1. Client

    What a client has in place.

    4of 4

    core documents on file and current.

    The page lists every record by title and type, with when it last changed. The will, trust, power of attorney and medical directive are the core documents. One that is missing, or not updated in 365 days, becomes a line in your drift queue.

    Acknowledge it or resolve it, and the action is recorded in the client’s audit trail.

    Titles open in your browser with the key the client grants you. A client can hide a title, and then you see only its type.

    Clientexample console

    Client 5c1d0e7a

    Readiness 100%Records 23Last activity 2d ago

    Estate readiness
    100%
    Records
    23
    Core covered
    4/4
    Gaps
    0
    Estate-core categories

    • WillUpdated 1mo ago

      Current

    • TrustUpdated 2mo ago

      Current

    • Power Of AttorneyUpdated 2mo ago

      Current

    • Medical DirectiveUpdated 2mo ago

      Current
    Records23
    22 labels decrypted client-side
    RecordUpdatedState
    Family term life — Example MutualInsurance2d agoCurrent
    Wells Fargo — checkingFinancial Account2d agoCurrent
    Wells Fargo — high-yield savingsFinancial Account2d agoCurrent
    David Choi — family attorneyContact3d agoCurrent
    Vanguard — taxable brokerageFinancial Account7d agoCurrent
    Apple IDDigital Asset11d agoCurrent
    1Password vaultDigital Asset11d agoCurrent
    Fidelity 401(k) — Studio Pottery LLCFinancial Account14d agoCurrent

  2. Shared figures

    Only what the client chose to share.

    $6,120

    the only figure this client shares with you.

    Balances stay with the client unless they tick them. A shared figure arrives as an asset or a liability with a date, and you can add them up. It does not arrive with the account’s name.

    The client can stop sharing a figure at any time. You decrypt it in your browser, and GuardKin cannot see it.

    Shared net worthexample console

    Client 5c1d0e7aShared net worth

    Figures shared 1Net ≈ $6,120.00

    Net (shared items only)

    ≈ $6,120.00

    Assets
    $6,120.00
    Liabilities
    $0.00
    Shared figures1
    decrypted client-side

    • Asset

      As of Oct 20, 2026

      $6,120.00

    All shared figures are in USD.

    Decrypted in your browser — GuardKin can’t see these figures. This is only what the client chose to tick; it may not be their complete financial picture.

  3. Death reports

    Your signature is the second of four.

    2of 4

    reviews of a death report.

    A report reaches you after a GuardKin operator has checked who it is about. You open the death certificate and attest that you validated it and believe it genuine; signing records that and that you have no objection. The identity check stays with GuardKin. Your firm’s administrator signs next, then GuardKin approves. Your sign-off is audited.

    Then the handover waits 72 hours, and the owner can cancel it in that time. A report cannot be approved for a client who has no advisor of record.

    Death reportsexample console

    Death reports

    Reported deaths for your consented clients, and where each sits in GuardKin’s four-party review. When a report reaches you, sign off to confirm you have no objection — review the certificate and explicitly attest that you validated it and believe it genuine.

    1 awaiting youReports 1

    Reports1
    Identity resolveddocument on file

    Client 5c1d0e7a

    1. Operator, done
    2. Advisor, not yet
    3. Firm admin, not yet
    4. Approval, not yet

    Reported 10/22/2026, 9:10:00 AM UTC

Sample household. Names and figures come from the app’s own demo vault, not a real client.

The boundary

What you see, and what you do not.

GuardKin reaches a family through its advisor, so a client joins when you invite them. They choose what to share, and they can end your view at any time, from their own account.

You see

  • Which records exist, by title and type, and when each last changed.
  • Whether the will, trust, power of attorney and medical directive are on file, and whether each is current.
  • The figures the client chose to share, as assets or liabilities with a date.
  • Whether a handover is in progress, as a status.
  • A book of the clients who have said yes, and only those.

You do not see

  • What is inside a record: account numbers, letters, passwords or the text of a will.
  • Balances the client has not shared.
  • A title the client has hidden.
  • A client’s name. The console lists clients by a short handle.
  • Which of the accounts you listed at invitation the client kept.
  • Anything an executor opens after a handover.

See it with your own clients in mind.

We will walk through the advisor console with you, and the client side of the same household.

Request a demoRunning this for a whole firm? See the firm console

For advisors: what you see, and what you cannot · GuardKin