Keep your family’s plans connected.
Give your family’s estate and insurance information a place alongside the people and property it concerns.
You can add information as you go. No documents needed to sign up.
No document is shared unless you choose to share it.
How do I get started?
Getting a family trust organized
In a free account, X1 can identify a document and which part of your household it belongs to. Here is an example.
You do not need a document ready to create your account.
- Add something you already have
- Add a copy of your trust document.
- Review the details
- Check the trust name X1 identifies in the document.
- Build your household picture
- Save the information you confirm to your household picture. It stays with X1 as you add other parts of your financial life.
What X1 can identify depends on the file. You review suggested information before adding it to your household record. Free uploads are kept for 30 days; a new upload replaces the previous file. Information you confirm stays with X1.
X1 helps organize information and follow-through. It does not replace your advisor, CPA, attorney, or other qualified professional.