Now inviting pilot families for early 2027

Pass on more than an inheritance.

Atriarch helps Christian families put their values, wishes and plans into words, together, and keep them ready for the generations that follow. A private place for the founding generation and every household that grows from it.

Built for families with significant wealth to steward, and their adult children.

The plan for the money is usually done. The plan for the family often isn't.

Wills and trusts say who receives what. They rarely say why, what you hope it will make possible, or how the family should decide things together when you're not in the room. Those conversations are hard to start and easy to put off. Atriarch gives your family a clear path through them, one step at a time.

Three guided paths

Start where your family is

Turn on the paths that fit. Each one walks you through a few clear steps, and each step ends with something written down that the family can keep.

01

Legacy Path

For the whole family

Each adult shares what matters to them in a private conversation. Together you turn that into family values, a mission and a long-range vision, a family constitution, stewardship policies, and the founders' Letter of Wishes. Then you hold your first family meeting.

  1. Personal values
  2. Family values
  3. Mission and vision
  4. Family constitution
  5. Stewardship policies
  6. Letter of Wishes
  7. First family meeting
02

Estate readiness

For the founding generation

A guided, private conversation about your wishes produces a clear Estate Readiness Summary to take to your attorney, plus a checklist of the documents a well-prepared estate needs. You arrive at the attorney's office knowing what you want.

  1. Private estate-wishes conversation
  2. Estate Readiness Summary
  3. Document checklist
03

Household Safety Net

For your adult children's households

Younger parents build their own emergency file, record guardianship wishes, and write a letter to their children. They can start their household values from the family's values and make them their own.

  1. Emergency file
  2. Guardianship wishes
  3. Letter to my children
  4. Household values

An AI coach that listens

Just talk. The coach does the writing.

Most people would rather tell a story than fill in a form. Tap to talk and answer out loud, and your words are transcribed as you speak. The coach asks one good question at a time, follows up when an answer is vague, and reflects back what it heard so you can correct it.

When you're done, it writes a summary in your own words. You edit it and decide whether to share it. Founders can then ask the coach to draft family documents from everything that was shared, for the family to review, comment on and approve.

  • Grounded in an original library of stewardship principles, with Scripture cited by reference
  • Stays in its lane: no legal, tax or investment advice
  • Never asks for account numbers or passwords

Personal values

Private to you
Tap to talk
  1. The coach asks
  2. You answer out loud
  3. You approve a summary
  4. It becomes a document

The process

Every conversation, and what it becomes

Each step is either a private conversation with the coach, a draft the family reviews, a checklist, or a family meeting. Here is who takes part in each one, and the documents that come out of it.

Legacy Path

The whole family

  1. 1

    Personal values

    Every adult, each in private

  2. 2

    Family values

    The coach drafts it; every adult reviews it

    Produces Family Values

    Shared with the whole family · built from Personal values

  3. 3

    Mission and vision

    Every adult, each in private

    Produces Mission and Seven Generations Vision

    Shared with the whole family · built from Mission and vision and Personal values

  4. 4

    Family constitution

    Each founder, in private

    Produces Family Constitution

    Shared with the whole family

  5. 5

    Stewardship policies

    Each founder, in private

    Produces Stewardship Policies

    Shared with the whole family

  6. 6

    Letter of Wishes

    Each founder, in private

    Produces Letter of Wishes

    Kept between the founders · built from Letter of Wishes and Estate wishes

  7. 7

    First family meeting

    Everyone together, including teens

Estate readiness

The founding generation

  1. 1

    Financial snapshot

    Each founder, in private

    Produces Family Financial Snapshot

    Kept between the founders

  2. 2

    Estate wishes

    Each founder, in private

    Produces Estate Readiness Summary for Our Attorney

    Kept between the founders

  3. 3

    Estate readiness checklist

    The founders, together

Household Safety Net

Each adult child's household

  1. 1

    Emergency file

    The couple, together

  2. 2

    Guardianship wishes

    Each parent, in private

    Produces Our Wishes for Our Children's Care

    Kept between the couple

  3. 3

    Letter to my children

    Each parent, in private

    Produces A Letter to My Children

    Private to the writer

  4. 4

    Household values

    Each parent, in private

    Produces Our Household Values and Mission

    Shared with the household

Conversations are private

Only the person who spoke can read their conversation. They approve a summary and choose whether to share it.

Drafts come from what's shared

The coach drafts family documents only from summaries people chose to share, and from documents already ratified.

The family approves

Everyone who can see a document can comment. It's ratified when every adult who can see it approves.

Plan your family

See the steps for your family

Enter the people in your family and we'll lay out the plan: who has which conversation, which documents come out of them, and when everyone gathers.

Your family

Change the example to match yours. Nothing you type here is saved or sent.

Founding generation

Children

Your plan

The Whitaker family

private conversations
26
private conversations
documents
11
documents
family meeting
1
family meeting

Guided setup session

With David Whitaker and Ruth and an Atriarch guide

We set up your family together: everyone is invited with the right role, the paths are turned on, and households are linked as branches. Then you start your first conversation with the coach while we're there to help.

Legacy Path

The whole family, together: David, Ruth, Anna, Ben, Clara and Mark

  1. 1

    Personal values

    Each has a private conversation with the coach

    DavidRuthAnnaBenMark
  2. 2

    Family values

    The coach drafts it from the summaries people chose to share

    Produces Family Values

    Seen by everyone in the family · approved by David, Ruth, Anna, Ben and Mark

  3. 3

    Mission and vision

    Each has a private conversation with the coach

    DavidRuthAnnaBenMark

    Produces Mission and Seven Generations Vision

    Seen by everyone in the family · approved by David, Ruth, Anna, Ben and Mark

  4. 4

    Family constitution

    Each has a private conversation with the coach

    DavidRuth

    Produces Family Constitution

    Seen by everyone in the family · approved by David, Ruth, Anna, Ben and Mark

  5. 5

    Stewardship policies

    Each has a private conversation with the coach

    DavidRuth

    Produces Stewardship Policies

    Seen by everyone in the family · approved by David, Ruth, Anna, Ben and Mark

  6. 6

    Letter of Wishes

    Each has a private conversation with the coach

    DavidRuth

    Produces Letter of Wishes

    Seen by David and Ruth · approved by David and Ruth

  7. 7

    First family meeting

    Everyone together. The coach drafts the agenda; you record minutes, decisions and action items.

    DavidRuthAnnaBenClaraMark

Estate readiness

For David and Ruth, in private

  1. 1

    Financial snapshot

    Each has a private conversation with the coach

    DavidRuth

    Produces Family Financial Snapshot

    Seen by David and Ruth · approved by David and Ruth

  2. 2

    Estate wishes

    Each has a private conversation with the coach

    DavidRuth

    Produces Estate Readiness Summary for Our Attorney

    Seen by David and Ruth · approved by David and Ruth

  3. 3

    Estate readiness checklist

    A checklist to work through together, with copies stored in the vault

    DavidRuth

Anna and Mark's household

Household Safety Net, as a branch of the family

  1. 1

    Emergency file

    A checklist to work through together, with copies stored in the vault

    AnnaMark
  2. 2

    Guardianship wishes

    Each has a private conversation with the coach

    AnnaMark

    Produces Our Wishes for Our Children's Care

    Seen by Anna and Mark · approved by Anna and Mark

  3. 3

    Letter to my children

    Each has a private conversation with the coach

    AnnaMark

    Each writes A Letter to My Children

    Seen by only the writer

  4. 4

    Household values

    Each has a private conversation with the coach

    AnnaMark

    Produces Our Household Values and Mission

    Seen by everyone in the household · approved by Anna and Mark

Then: your Legacy Book

Every document the family ratifies comes together in one printable book. Each person sees only what was shared with them.

Built for more than one generation

One family. Every household.

Each person has one sign-in and can belong to more than one family, with a different role in each.

The founding generation

Lead the family's Legacy Path, prepare for your attorney, and write a Letter of Wishes that explains your reasons, not just your instructions.

Adult children

Take part in your parents' family in your own words, then start your own household as a branch, building on the values you were handed.

The rising generation

Teens and young adults can read what's been shared and add comments, so they grow up knowing what the family stands for and why.

Documents the family approves

Every document has versions, comments and a simple approval vote. It's ratified when every adult who can see it approves.

Family meetings

The coach drafts an agenda from where the family is. Record minutes, decisions and action items in one place.

A private vault

Keep wills, policies, trust documents, key contacts and instructions together, with sharing set item by item.

The Legacy Book

Something to hold, and to hand down.

Every document your family ratifies comes together in a Legacy Book: your values, mission, constitution, stewardship policies and letters, ready to print or save as a PDF. Bring it to the family retreat. Put it on the shelf. Give a copy to each grandchild when they come of age.

Privacy

Private by design, not by promise

Your family's values, wishes and estate details are among the most personal things you'll ever write down. We built Atriarch so they stay that way.

Every family has its own key

All family content is encrypted in our database with a key unique to your family. Interviews, documents, comments, meeting notes and vault files are unreadable without it.

Interviews stay with the person who gave them

Only you can read your conversation with the coach. You edit your summary and decide whether to share it. Others see only that you've finished.

You choose who sees each document

Share with the whole family, the founders only, only yourself, or the specific people you pick. Founders-only material is never fed into a family-wide draft.

Advisors see only what you share

Invite your advisor or coach as a guest. They see documents shared with the whole family, and never see your vault unless you share an item with them by name.

Not used to train AI

Your family's conversations are not used to train AI models. The coach reads a conversation only to respond to it.

Prefer a person in the room?

Atriarch works on its own, and it works even better alongside people you trust. Add a trained family coach to facilitate your interviews and family meetings, or invite your financial advisor or attorney as a guest who sees only what you choose to share. Some advisors offer Atriarch to their client families directly.

Pricing

A guided start, then a small monthly fee

Pilot pricing for early families. Your setup is guided by a person, not left to a sign-up form.

Guided setup

$750 – $1,500

one time

Depends on how many households take part. Includes your first 12 months.

  • We set up your family and households with you
  • A walkthrough of the first steps for the founders
  • All three paths, the coach and voice interviews
  • Your printable Legacy Book
Request early access

Ongoing

$25

per month, per family

Starts after your first year.

  • Everyone in the family, at every generation
  • Keep documents current as life changes
  • Annual family meeting agendas
  • Per-family encryption and private vault
Request early access

With a coach or advisor

Ask us

priced with your coach or advisor

Add a person to guide the conversations.

  • A family coach for interviews and meetings
  • Or work through your own financial advisor
  • Your advisor sees only what you share
  • Same app, same privacy
Request early access

Questions families ask

Does Atriarch replace our estate attorney or financial advisor?

No. Atriarch helps your family decide and write down what you want. It does not give legal, tax or investment advice, and the coach will point you to your professionals for those questions. Most families find their attorney and advisor meetings go faster when they arrive with a clear summary.

Is the Letter of Wishes a legal document?

No. The Letter of Wishes and your other family documents record your intent and your reasons. They are non-binding and sit alongside the will and trust documents your attorney prepares.

Do we have to share everything with our children?

No. Every interview is private, and every document and vault item has its own sharing setting. Many founders keep estate details between themselves at first and share them when they're ready.

Is it only for Christian families?

Atriarch is built around biblical stewardship, and the coach draws on an original library of principles with Scripture cited by reference. The steps work for families from a range of church traditions. Family members who don't share the founders' faith are welcome to take part in their own words.

How does the voice interview work?

Tap to talk and answer out loud, and the coach can read its questions to you. Only the text of the conversation is saved. It works best in Chrome and Safari.

What does the pilot involve?

A small group of families will start in early 2027. We set up your family with you, walk the founders through the first steps, and check in along the way. Pilot families help shape the product and lock in pilot pricing.

Early access

Join the first families.

We're starting with a small number of families in early 2027 so we can work closely with each one. Tell us a little about yourself and we'll reach out personally.

Advisors and family coaches are welcome too. If you serve families of faith and want to offer Atriarch to your clients, choose the advisor option.

Which describes you best?

Please don't include account numbers or other financial details here.

Atriarch: pass on more than an inheritance