Protect What Matters Most.
Estate planning, education savings, dynasty wealth — all in one AI-powered platform. Build a legacy that lasts generations, not just a lifetime.
Your Family's Future Is Unprotected
Most families don't plan until it's too late. These gaps cost families hundreds of thousands in lost wealth, unnecessary taxes, and missed opportunities.
No Estate Plan in Place
68% of Americans have no estate plan. Without one, courts decide who gets your assets, guardianship of your children, and how your legacy is distributed.
Education Costs Spiraling
College tuition has risen 1,200% since 1980. Without a structured savings plan, your children face crushing student debt or limited options.
Wealth Transfer Tax Traps
Without proper structuring, up to 40% of your estate can be lost to federal estate taxes. Most families don't optimize until it's too late.
Scattered Family Finances
Joint accounts, individual accounts, 529s, trusts, insurance policies — all in different places. No family member has the full picture.
Six Pillars of Family Protection.
Everything your family needs to build, protect, and transfer wealth — unified in one intelligent platform.
Dynasty Wealth Planning
Build a multi-generational wealth transfer strategy with AI-guided trust structuring, estate tax optimization, and legacy roadmaps that protect your family for decades.
Try It FreeDynasty Wealth Planning
Build a multi-generational wealth transfer strategy with AI-guided trust structuring, estate tax optimization, and legacy roadmaps that protect your family for decades.
- Revocable & irrevocable trust guidance
- Estate tax minimization strategies
- Beneficiary designation tracker
- Legacy letter & values documentation
Education Savings Vaults
Purpose-built 529 plan tracking, education cost projections, and milestone-based savings goals. Watch your children's college fund grow with automated contributions.
- 529 plan tracking & projections
- Age-based milestone goals
- Scholarship opportunity alerts
- Multi-child savings dashboard
Family Financial Dashboard
One unified view of every family member's finances — joint accounts, individual holdings, children's savings, insurance policies, and property. Everyone stays aligned.
- Multi-member household view
- Shared goals & progress tracking
- Role-based access (parents, advisors)
- Family net worth timeline
Insurance & Protection Hub
Track life insurance, disability, umbrella policies, and long-term care coverage in one place. AI gap analysis ensures your family is never underinsured.
- Policy aggregation & renewal alerts
- Coverage gap analysis (AI-powered)
- Beneficiary audit & sync
- Premium optimization suggestions
Atlas AI Family Advisor
Your personal AI financial advisor understands family dynamics. Get guidance on college timing, estate strategies, tax-efficient gifting, and generational wealth building.
- Family-aware financial coaching
- Tax-efficient gifting strategies
- Retirement vs. education trade-off analysis
- Annual family financial review generator
Secure Family Vault
Store critical documents — wills, trusts, insurance policies, property deeds, medical directives — in an encrypted vault accessible to authorized family members.
- AES-256 encrypted document storage
- Emergency access protocols
- Authorized family member sharing
- Version history & audit trail
OmniVault vs. Traditional Planning
See why families are choosing one platform over expensive advisors and scattered tools
Will You Be Ready for Tuition Day?
College costs are rising 5% annually. Use our calculator to see if your savings plan will cover your children's education — and what adjustments to make if it won't.
Education Savings Projector
13 years until college · 7% avg annual return · 5% tuition inflation
Families Who Secured Their Legacy
Real families building real generational wealth
"We had no estate plan and 4 kids. OmniVault's dynasty planning walked us through everything — trusts, beneficiaries, education funds. We went from zero to fully protected in 3 months."
"Tracking 529 plans for 3 kids across different states was chaos. Now I see all their education funds in one dashboard with projections. We're on track to cover 85% of tuition."
"After my father passed, we realized how disorganized everything was. OmniVault's family vault and estate tools mean my kids will never face that. Everything is documented and accessible."
Simple Pricing. Priceless Protection.
Start free. Upgrade when your family is ready for full protection.
Family Starter
Get your family finances organized
- 2 family member accounts
- Basic budget & net worth tracking
- Education savings tracker (1 child)
- Shared family goals
- Community access
Family Shield
Full protection for growing families
- Up to 6 family members
- Dynasty wealth planning tools
- 529 tracking (unlimited children)
- Insurance coverage analysis
- Atlas AI family advisor
- Secure document vault
- Priority support
Legacy Builder
For families building generational wealth
- Everything in Family Shield
- Multi-entity trust management
- Estate tax optimization engine
- Dedicated family advisor
- Custom family financial reports
- API access & integrations
- Annual estate review session
Your Family Deserves a Financial Fortress
Join 3,200+ families who stopped leaving their legacy to chance. Estate planning, education savings, and dynasty wealth — all in one place. Start protecting your family in 5 minutes.
Protect Your Family FreeFree forever plan available · No credit card required · 5-minute setup