Give your family clarity before they need it. Start organizing with a free month and a 30-day money-back guarantee.
Begin your free month. No charge for your first 30 days.
Add documents, assets, and family context in one place.
Bring in loved ones and advisors with access you choose.
Give your family clarity when it matters most.
Whether you're just getting organized or coordinating a more complex estate, Clovis Legal Counsel gives your household one clear place to work from.
Legacy documents and asset details in one secure place.
Who can view or collaborate, and update access anytime.
Invite with read-only privileges for what they need.
Give clarity without requiring their own paid subscription.
Legacy details are deeply personal. Our revenue comes from members, not advertisers, so your documents and designations stay yours.
Paid products can prioritize clarity and calm over engagement tricks. We design for preparedness and peace of mind, not ad inventory.
Clovis Legal Counsel helps you organize what matters and share access while everyone can still talk it through, before a hard moment arrives.
Trusting a family asset manager is a commitment. Member-funded growth keeps us focused on features families will still need years from now.
Yes, we offer a 30-day money-back guarantee on your first payment.
Yes, annual billing is available and saves you 15% compared to monthly.
Yes, active duty and veterans receive 50% off indefinitely. See the Discounts & Programs section below.
Absolutely. You can help them set up their account and manage the subscription on their behalf.
Are you a beneficiary, heir, or college student? Sign up and encourage the Primary User for your family to join. When they do, they'll receive 50% off for 6 months.
Refer a memberAlready a member? Share it with another family. For every family you refer who starts a paid plan, you'll receive 50% off your next 3 months.
Refer a familyFamilies using the Forward Access home equity program receive 6 months of Clovis Legal Counsel at no cost.
Learn moreWe're honored to serve the families who serve our country. Military families receive 50% off their plan, indefinitely.
Apply"Clovis Legal Counsel helped my family have some tough conversations, which needed to happen. Thank you!"
— C.E."I found Clovis Legal Counsel's system very helpful when discussing my estate. All my information was in one place."
— T.W."I've uploaded all my jewelry appraisals and insurance policies and tagged my kids as beneficiaries. Super easy and AWESOME!"
— L.N.Start your free month today with a 30-day money-back guarantee.
Your first month is free. Cancel anytime before it ends.