A family office coordinates people, entities and advisors. In GuardKin each family member keeps their own record, and the office, invited by each one, sees an outline of it and asks the questions the screens raise.
What each person records
The questions an office asks of every account.
These are the screens a family member works in. The office is invited by each person and sees an outline of what they record, never what is inside it.
Accounts
How it is owned is one question. Who inherits it is another.
10accounts and debts, each with who inherits it and who to call
Each account records how it is owned today: just the owner, jointly, by a trust, or by an entity such as an LLC, with its name. How it is titled today. This is separate from who inherits it.
Accounts
Your recorded accounts and assets, with current ownership and balance dates.
- Recorded assets · USD
- $605,350
- Recorded debts · USD
- $329,300
- Accounts to review
- 0 of 10
Entered balances, not live prices.
Accounts in this example vault. Choose one to see its details.
Assets · USD · 7
$605,350As of
Who inherits it
Jointly owned with Marcus Chen
Current ownership
Not recorded
How it is titled today. This is separate from who inherits it.
Document that covers it
No document recorded for this account.
Who to call
No contact recorded for this account.
As of
Who inherits it
Transfer-on-death / payable-on-death
Who receives it is not recorded here.
Current ownership
Not recorded
How it is titled today. This is separate from who inherits it.
Document that covers it
No document recorded for this account.
Who to call
advisor
Dana Okafor
As of
Who inherits it
No heir recorded
Current ownership
Not recorded
How it is titled today. This is separate from who inherits it.
Document that covers it
No document recorded for this account.
Who to call
No contact recorded for this account.
As of
Who inherits it
Named beneficiary: Marcus Chen
Current ownership
Not recorded
How it is titled today. This is separate from who inherits it.
Document that covers it
No document recorded for this account.
Who to call
No contact recorded for this account.
As of
Who inherits it
Named beneficiary: Marcus Chen
Current ownership
Not recorded
How it is titled today. This is separate from who inherits it.
Document that covers it
No document recorded for this account.
Who to call
No contact recorded for this account.
As of
Who inherits it
No heir recorded
Current ownership
Not recorded
How it is titled today. This is separate from who inherits it.
Document that covers it
No document recorded for this account.
Who to call
No contact recorded for this account.
As of
Who inherits it
No heir recorded
Current ownership
Not recorded
How it is titled today. This is separate from who inherits it.
Document that covers it
No document recorded for this account.
Who to call
No contact recorded for this account.
Debts · USD · 3
$329,300As of
Who inherits it
Not asked for a debt
GuardKin does not count a debt as missing an heir.
Current ownership
Not recorded
How it is titled today. This is separate from who inherits it.
Document that covers it
No document recorded for this account.
Who to call
No contact recorded for this account.
As of
Who inherits it
Not asked for a debt
GuardKin does not count a debt as missing an heir.
Current ownership
Not recorded
How it is titled today. This is separate from who inherits it.
Document that covers it
No document recorded for this account.
Who to call
No contact recorded for this account.
As of
Who inherits it
Not asked for a debt
GuardKin does not count a debt as missing an heir.
Current ownership
Not recorded
How it is titled today. This is separate from who inherits it.
Document that covers it
No document recorded for this account.
Who to call
No contact recorded for this account.
Every account, balance, and contact here is decrypted on this device — GuardKin never sees them.
Beneficiaries
Where nobody is named, the office can ask.
3of 7
accounts have no heir recorded.
An answer on file is not a check. This is what you have told us, not a check with the institution.
Your estate
Beneficiaries
3 of 7 accounts have no heir answer recorded
- Named beneficiary
- 2
- Jointly owned
- 1
- TOD / POD
- 1
- Unassigned
- 3
- Worth checking
Who inherits each account, unassigned first Account Who inherits How Status Coinbase — self-custody wallet — not set Unassigned No answer Fidelity 401(k) — Studio Pottery LLC — not set Unassigned No answer Wells Fargo — checking — not set Unassigned No answer Fidelity Roth IRA Marcus Chen Named beneficiary Recorded Wells Fargo — high-yield savings Marcus Chen Named beneficiary Recorded Oakland home Marcus Chen Joint owner Recorded Vanguard — taxable brokerage — TOD / POD Recorded Computed on your device — GuardKin never sees your records.
Documents
Every paper, and where it is.
17records in 7 categories
Wills, policies, contacts and letters in one list. Choose a category to narrow it, or Letters to see where each one goes: sealed until handover, then to Marcus, the executor.
Your estate
Documents
- Documents
- 17
- Legal
- 4
- Letters
- 2
- Access
- 5
17 of 17 documents
4 of 17 documents
2 of 17 documents
3 of 17 documents
5 of 17 documents
1 of 17 documents
1 of 17 documents
1 of 17 documents
Your documents, latest updated first Document Category Updated Family term life — Example Mutual Insurance Oct 20, 2026 David Choi — family attorney Contact Oct 19, 2026 1Password vault Digital Asset · Access Oct 11, 2026 Apple ID Digital Asset · Access Oct 11, 2026 For Eduardo — about the studio Personal Letter · Letters Sep 24, 2026 For Marcus, when the day comes Personal Letter · Letters Sep 24, 2026 What I want for the studio Instruction Sep 24, 2026 Last Will and Testament — 2024 revision Will · Legal Sep 21, 2026 Chen Family Living Trust Trust · Legal Sep 7, 2026 Durable Power of Attorney — financial Power of Attorney · Legal Sep 7, 2026 Funeral preferences Instruction Aug 23, 2026 Hazel (the cat) Instruction Aug 23, 2026 Healthcare directive + DNR Medical Directive · Legal Aug 23, 2026 Safe deposit box — Wells Fargo branch 0418 Other May 25, 2026 studiopottery.com — registrar + DNS Digital Asset · Access Apr 25, 2026 studiopottery.com email + admin Password · Access Apr 25, 2026 Untitled Password · Access Mar 16, 2026 - For Eduardo — about the studioSealed until handover · goes to Marcus
- For Marcus, when the day comesSealed until handover · goes to Marcus
Encrypted on this device before it ever reaches us — GuardKin never sees a title, a scan, or what any of these say.
Sample household. Names and figures come from the app’s own demo vault, not a real client.
Before you invite anyone
Four things a small office needs to know.
A handover needs two people at your office.
The client’s advisor of record and an administrator at the firm have to be two different people, so an office of one cannot open a handover. Decide who holds each role before the first invitation.
The four stepsEach person keeps their own record.
A principal, a spouse and each family member the office invites has their own GuardKin. The office sees an outline of what each one records, and each person can end the connection.
A handover opens for a death only.
If a principal becomes unable to act, GuardKin cannot accept a doctor’s letter and open a handover for their executor. A power of attorney is the legal arrangement for that. GuardKin can record that one exists and where it is kept.
Entities are recorded as ownership and as papers.
A trust or a company appears as the way an account is owned and as the documents kept about it. GuardKin does not model the structure of the entities themselves.
Map one family first.
Tell us how your office is staffed and how many families it serves. We will say how a pilot would run.