For parents
Give your children certainty without giving up control. Relay shows them the number. You decide what that number is.
Full visibility
See every connected account, every balance, every allocation in one dashboard. Nothing is hidden from the account holder.
You control what children see
Allocations are drafts until you publish. Children see only their share, never the full picture or other siblings' allocations.
Per-account allocation
Set what percentage of each account goes to each child. Change it any time. The math is always exact, never rounded.
Gift tracking
Log annual exclusion gifts and track lifetime exemption usage. Relay does not give tax advice, but it shows the numbers clearly.
Document storage
Upload wills, trusts, and beneficiary designations. Every document is SHA-256 hashed for tamper evidence.
Legacy settings
Designate a co-admin. Set posthumous access policy. Your Relay account is more valuable after you are gone, not less.