Eleven Family
Eleven Family Office offers life management tools designed to help principals and their families efficiently organize vital information, including family documents, medical records, elderly care details, medications, insurance policies, and more.
A custom estate plan with all the underlying trusts, documentation, and details can be designed and built from scratch, with helpful scenarios and audio clips that explain each portion of the estate plan. Live account balances can be linked, providing real-time balances for the underlying trusts that make up the estate.
Our objective is to simplify life management, enhance productivity, and provide a sense of ease and security to our users.
“Giving requests were being managed via email, which is not the best way to assure proper reviews and approvals, especially across 30 Grassy Creek Foundation charities and 5 additional personal charities.
With Eleven Family and Messages, we can be sure that requests are properly made, reviewed and approved, with the transparency to optimize giving, eliminate questions and assure proper tracking and reporting.”
Ian Huschle, Trustee, Grassy Creek Foundation
Eleven Family Empowers You To Better Manage:
Family: This is where important information about your family members can be stored and easily retrieved, such as identification cards, licenses, medical records, and memberships.
Insurance: Quick and easy access to all of your insurance coverages for medical, health, life, and property coverages.
Estate: An estate plan along with all corresponding documents and records are always available and easy to find, with helpful summaries including AI assistance and voice clips on each page to answer any questions.
Giving: Track and setup charitable foundations, including the contributions, tax details and all of the needed documentation and related communications around each entity.
Notes: Private, public and shared notes can be created and organized for safe keeping.
From Complexity to
Peace of Mind
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