leafplanner

leafplanner is a legacy and succession planning platform that helps families with complex wealth identify, organize and communicate everything their heirs and advisors need to know, from investment partnerships and real estate to digital assets and household contacts. It was incorporated in 2021 and is based in Salt Lake City, Utah. It was founded by CEO Josh Kanter, who built it from his own multi-generational family's experience, with co-founders Robert Bensman and Ryan Hamlin. leafplanner is ISO 27001:2022 certified and SOC 2 Type II compliant.

What the platform does

• Blind-spot review: guided questions and recommendations that surface tax, legal, philanthropic and information gaps that could derail a wealth transfer.
• Information gathering: one secure place for key financial contacts, service providers and household details.
• Property and asset indexing: records for complex assets, real estate, investment partnerships and liabilities.
• Digital assets: crypto, brokerage logins, subscriptions and other electronic records.
• Family education and sharing: permission-based sharing with family members and advisors.
• Concierge support: onboarding, working consultations and annual or quarterly expert reviews.

For family offices

leafplanner brings a family office's discipline to the information side of succession. It documents who does what, where everything is and why decisions were made, so the next generation and successor advisors are not left guessing. It offers plans for firms and family offices as well as for families. Families that also need entity records can pair it with Athennian, and those that need consolidated investment reporting can pair it with Masttro.

Considerations and fit

leafplanner organizes and communicates information rather than performing accounting or investment reporting. Its family plans carry annual subscriptions plus a one-time fee. Pricing for firms and family offices is quoted on request.

Frequently asked questions

What is leafplanner?

A secure platform and concierge service that helps families with complex wealth identify planning blind spots, organize critical information and share it with family and advisors.

How much does leafplanner cost?

The leaf silver family plan is listed at $4,000 a year plus a $3,000 one-time fee. Higher tiers add expert collaboration and white-glove completion, and firm pricing is on request.

Is leafplanner secure?

Yes. leafplanner states that it is ISO 27001:2022 certified and SOC 2 Type II compliant, encrypts data in transit and at rest with AES-256, and runs on multi-region AWS.

• Identify succession planning blind spots
• Organize family financial and household information
• Index complex assets and partnerships
• Share information with family and advisors
• Educate heirs

• Guided mode with expert questions
• Comprehensive blind-spot review
• Property and asset indexing
• Digital asset records
• Permission-based family and advisor sharing
• Concierge onboarding
• Annual or quarterly expert reviews
• White-glove plan completion (leaf platinum)
• ISO 27001:2022 and SOC 2 Type II

Built for Private Wealth Owners / Principals, Single Family Office (SFO), Multi Family Office (MFO), Advisors / Wealth Advisors (RIA).

Yes

Dedicated concierge support; knowledge base

Concierge onboarding; white-glove build on leaf platinum