Pilot
What a pilot involves, in order.
GuardKin is working with a small group of wealth-management firms and family offices before general release. This page sets out the steps, what we ask of you, and what you get.
- 30 minutes
- The first conversation. If GuardKin does not fit your firm, we say so.
- 10 to 30
- Clients your advisors invite during the pilot.
- 30, 90, 180
- Days after the start at which we interview your leadership and a sample of your advisors.
- 12 months
- The term we propose. The order form fixes the term for your firm.
The steps
Seven steps, in the order they happen.
Where a step has a length we can state, we state it. The others depend on your counsel and your advisors, so we do not guess.
A 30-minute conversation.
You tell us about your firm: how many advisors, which clients you serve, what you use today. We tell you whether GuardKin fits. If it does not, we say so.
Your review.
Your compliance team reads our paperwork at its own pace. The data processing agreement, the subprocessor list and the security architecture are public, so the review can start before you speak to us.
The terms, in writing.
The length, the scope, the price and what happens at the end go on an order form. Pilot prices are agreed with each firm, so there is no pilot discount to publish.
Set-up.
GuardKin sets up your firm and invites your firm administrator. The administrator invites your advisors, up to the number of seats ordered. Each advisor then invites their own clients.
10 to 30 clients.
Your advisors choose which clients to invite. Each client makes their own account from the invitation, records what they have, and chooses what their executor can open.
Interviews at 30, 90 and 180 days.
We interview your leadership and a sample of your advisors. We ask what is wrong as well as what works.
The end of the term.
The order form says what happens next: the subscription continues, converts or ends, as it specifies.
The exchange
What we ask, and what you get.
GuardKin is not yet generally available. A pilot firm is paid back in access.
What we ask of you
- Invite 10 to 30 clients over the term.
- Take part in the interviews at 30, 90 and 180 days.
- Accept that GuardKin is not generally available, and that we will tell you where it falls short.
- Tell us specifically what is wrong when something is.
- Be a reference customer, with your written consent before anything is published.
What you get
- Direct access to the people who build the product, with no support queue in between.
- A named advisory role for your principals in shaping the roadmap.
- A plain account of what GuardKin cannot do.Read the five limits
- Your pilot terms in writing before anything starts.
- A case study, published only if you agree to it.
What happens after a death.
Records put in order, a handover that waits before anything opens, and an executor who opens only what was released, in 27 seconds.
No sound. Sample household: names and records come from the app’s own demo vault, not a real client.
Read the film as text
GuardKin: what happens after a death
A 27-second silent film. It has no audio track. Everything it says is on screen and is written out below.
[0:00 to 0:04. Light ground. A real screen from the GuardKin app, with sample data: a list of documents, including a family term life policy, the family attorney's contact, a password manager, an Apple ID, and a letter for Marcus. Then a card from the same app: "Anything you have not marked. No key is sealed for it, so there is no way to open it." and "Master Password and Secret Key. Nobody gets these, GuardKin included."]
Sarah kept her records in one place.
GuardKin cannot read them.
[0:05 to 0:10. The Handover page of the app, sample data. A list of ten balances and the heading "0 of 10 balances released". Every row says "Not released" and has a switch that is off. A blue outline marks "0 of 10 balances released".]
She chose what her executor may open.
Nothing is released unless she chooses.
[0:10 to 0:20. Dark blue. A white sheet headed "After a death" lists four steps. Then the number 72 with the word "hours", and 72 small marks fill in one by one, the last taller than the rest.]
After a death:
1. A death certificate is on file.
2. GuardKin confirms who it was.
3. The advisor signs off. Then the firm.
4. Final approval.
72 hours. Nothing opens until then.
[0:20 to 0:24. Light ground. A card reads "Write, in your own words, that you accept this role." and a line is written in it: "I accept this role, for Sarah." Marked "Example wording".]
Marcus signs in to his own GuardKin and accepts the role.
[0:24 to 0:27. The executor's view, sample data: a record titled "Last will and testament" with "Where the original is: With David Choi, Esq." and "Where to take this: Take this to the attorney named on the original instrument. The bank may also accept a certified copy."]
He opens only what Sarah released.
Notes for the reader
- Sarah and Marcus are the sample household built into the app's demo mode. They are not real people.
- The film is about a death. Handover for incapacity is not available, and the film does not mention it.
- The film does not say the executor is told when a death is reported. GuardKin does not send the executor a message; the owner has to have told them.
Start here
Request a 30-minute conversation.
Tell us about your firm. We talk through your clients, your tools and where they fall short. If GuardKin does not fit, we say so.
Sending this form creates no account and books no meeting. We reply by email. Do not put passwords, recovery material or private client information in it.