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Family Harbor – Founding Partner Pilot

Run Family Harbor with up to 10 clients for 60-90 days. Files stay encrypted in your clients’ Google Drive; we never see plaintext.
If the pilot hits agreed success criteria, you’ll lock in 10 client seats for $600 (33% off). If not, you owe $0.
Please share a few details so we can prioritize onboarding and book a 15-minute discovery call. This survey is 15 questions.

Full name?

Work email?

Firm / organization?

Role?

Role?
A
B
C
D
E

Please specify if other

Approximate number of clients per year needing legacy/estate planning?

Earliest start window?

Current tools for document sharing?

Current tools for document sharing?
A
B
C
D
E
F
G

Please specify if other

Hardest part of legacy planning today?

Would you want staff seats during the pilot?

Would you want staff seats during the pilot?
A
B

Do you require hands-on collaboration access for your clients?

Do you require hands-on collaboration access for your clients?
A
B

Please rank what matters most to you in the Pilot

Please rank what matters most to you in the Pilot
1
1
1
1
1

Open to a 15-minute discovery call?

Open to a 15-minute discovery call?
A
B

Willing to sign a short non-binding LOI if we're a fit?

Willing to sign a short non-binding LOI if we're a fit?
A
B

How did you hear about us?

Please specify if other

Anything else we should know?

We’ll use your information only to contact you about Family Harbor and the pilot. We won’t sell your data. You can ask us to delete your info anytime at [email protected].
If you are open to a call, book here: Book 15 minutes (external link)