Cornerstone
Estate management for your family
Cornerstone brings your family's complete financial picture together — accounts, assets, contacts, decisions, and legacy — in one secure, private platform built for serious families.
Live Balance Sheet
See your family's complete financial picture — trusts, LLCs, real estate, investments — in one unified view.
Decision Log
Record the rationale behind every estate planning decision — so your family always knows why, not just what.
AI with Approval
Ask the AI assistant anything about your estate. Every suggested change is staged for your approval — never applied silently.
Privacy Mode
Instantly blur all financial data and names with one click — safe for screen sharing, meetings, or working in public.
AES-256-GCM encryption at rest
Xero data never used to train AI
All AI changes require your approval
Role-based access controls