One place for your family's records

Wholekin

Solutions for families

Find the one that sounds most like your family right now.

Real situations families are dealing with — aging parents, an inheritance ahead, a missed renewal, the chaos of subscriptions, or a family office trying to keep advisors aligned.

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One workspace, many situations

Whether you're planning an inheritance, helping aging parents, or running a family office — the family record stays the same. The way you use it shifts to fit you.
Family offices: one source of truth across principals and advisors.
Advisors: walk in with full context instead of starting from scratch.
Households: the everyday admin lives in one calm place.

Families and advisors

Each page is written around a real situation a family is trying to handle.

Start with your situation

Pick the one that sounds most like yours — the rest of the product follows from there.

Concrete examples

Specific documents, decisions, and handoffs — not abstract feature lists.

Most families arrive here because the everyday admin has already gotten out of hand.

Subscriptions piling up, passwords nobody knows, documents scattered across drawers and inboxes. Wholekin gives all that scattered family admin one place to live.

Read more about the life-admin load
Family admin keeps spreading across subscriptions, devices, cloud folders, and accounts nobody's quite tracking.
One person ends up handling the passwords, payments, renewals, and emergency access — until they can't.
Most families only notice the gap when something urgent forces it: a move, a loss, a parent slowing down.

Pick the one that's been on your mind

Each page walks through a specific situation — what families typically face, and how Wholekin helps.

The family IT person

You're the one who fixes the phones, manages the accounts, and remembers the passwords. Stop being the only one who knows.
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Planning an inheritance

Get the documents, valuations, and ownership history organized before the conversations with the lawyer and accountant.
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Family offices

Give your team one shared place for the principal's records, advisors, decisions, and history — instead of email threads and personal notes.
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Families who like things organized

If you like things tidy, structured, and easy to find later, Wholekin gives you somewhere to actually put all of it.
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Getting subscriptions under control

Streaming, software, cloud storage, gym memberships, kids' apps — finally see them all in one list, with what they cost and who's using them.
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If something happened to you, would the family cope?

You handle most of the family's admin. Make sure your partner, kids, or a trusted person could pick it up if they needed to.
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Buying or selling something valuable

A car, a watch, a piece of art — keep the receipts, photos, and history together so it's easy to sell, insure, or pass on later.

After a theft or loss

Serial numbers, receipts, and photos ready for the police report and the insurance claim — not buried somewhere you can't find.

All the family's devices and accounts

Phones, laptops, accounts, contracts, and the people they belong to — finally connected instead of in five different lists.

Helping parents get organized

Retiring, downsizing, or thinking about what happens next — get the records, accounts, and decisions on paper.

Insurance, the right way

Know what you own, what it's worth, and what's covered — so renewals, changes, and claims are straightforward.

Managing the family's accounts and loans

Bank accounts, credit cards, mortgages, and other loans — see what's where, who owns what, and what's outstanding.