Inheritance certainty, before death.
For the first time, adult children can see a verified, current view of what will transfer. While parents are still alive.
No signup required. Explore a sample family's full view.
The broken assumption
For decades, inheritance has been unknowable until after death.
Families plan around guesses.
Without verified data, every major financial decision is based on assumptions.
Information exists, but is inaccessible.
Account balances, beneficiary designations, and allocation decisions sit in silos.
Certainty arrives only after loss.
The full picture comes together during probate, months or years after death.
Why this is possible now
Three pieces of infrastructure exist today that did not exist 10 years ago.
Account-level authorization APIs
Financial data aggregators enable secure, read-only access to financial accounts with user consent.
Real-time verification infrastructure
Balance and ownership data can be verified in seconds, not weeks.
Modern consent and identity rails
Authentication and authorization providers make multi-party, role-scoped access possible.
You see only what is yours.
Colleen sees her share of each account her parents have allocated to her. Nothing more. She cannot see her brother Ryan's allocations, total parent net worth, or accounts where she has no share.
Set it once. Update it when life changes.
Pat connects her accounts, sets beneficiary percentages per account, and chooses what each child can see. Changes stay in draft until she publishes.
What we do. What we do not.
Clear boundaries build trust.
Security is not a feature. It is the product.
SOC 2 coming soon
We plan to pursue SOC 2 Type II certification with automated evidence collection ASAP.
Bank-grade encryption
AES-256 encryption at rest. All data in transit over TLS 1.3. Plaid access tokens encrypted with rotating keys.
Read-only access
Relay doesn't move money yet. We verify and display. Every connection is read-only for the time being.
Simple, transparent pricing.
Starting at $39/mo for your whole family. Try free for 14 days.
Relay Family
For households connecting parents, children, and professionals
$489 billed annually
6 seats included in your plan
- Verify, illustrate, and coordinate features
- Document vault
- Scenario alerts
- Advisor coordination
- Unlimited linked accounts
- Additional members from $3/mo each
- 10 AI assistant messages per month
Are you an advisor or firm? See professional plans →
Built for every seat at the table.
Questions we hear most.
We built Relay because we kept watching the same story repeat. Families had done the planning. The documents existed. But nobody could see the full picture until it was too late to ask questions. The information was there. It was just locked away. Relay makes it visible, verifiable, and real, while parents are still alive to explain it. That is all it does. That is enough.