meaningful updates and things to know
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new process
The agreement center is live. Create custom agreements without juggling PDF templates or version numbers.
What to do: try it out and share any bugs or feedback through the feedback form linked below. Sign in with your email, then open the magic link in the same browser.
agreement center · send feedback
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<aside> 💬
community input · upcoming huddle
Version 1.0 is a working draft, not a finalized program. Help us spot gaps and improve it together—even if you can join for only a few minutes.
When: October 27, 2026 11:00 AM (CDT)
What to do: review the draft and bring your questions or ideas to the huddle.
continuity & succession program · huddle details in Slack
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<aside> 🛡️
resource preview · advisor feedback
We’re developing a guide to help clients and families recognize scams, build safer habits, and know what to do when something feels wrong.
What to do: explore the beta and share your feedback in the Slack announcement.
This is an advisor preview. Please don’t send it to clients yet.
core planning cyber-guide · share feedback in Slack
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