Let us take it from here.

YOUR PARENTS' FINANCIAL BACKUP PLAN

Would you know what to do if something happened to Mom or Dad?

Would you know what to do if something happened to Mom or Dad?

Would you know what to do if something happened to Mom or Dad?

We work directly with your parents to get the answers now, while you still can.


We work directly with your parents to get the answers now, while you still can.

We work directly with your parents to get the answers now, while you still can.

Request early access

A mother laughing and holding hands with her two young daughters as they run together against a bright blue sky.
A mother laughing and holding hands with her two young daughters as they run together against a bright blue sky.
A mother laughing and holding hands with her two young daughters as they run together against a bright blue sky.

THE COST OF WAITING

THE COST OF WAITING

The biggest regret is waiting
until you can no longer ask.

The biggest regret is waiting
until you can no longer ask.

The biggest regret is waiting until you can no longer ask.

A few months of preparation today could spare your family months or years of searching for answers later.

A few months of preparation today could spare your family months or years of searching for answers later.

IMAGINE DAD PASSED AWAY TOMORROW

Would you know where to start?

What does he own, and where is everything?

Which accounts and income can Mom rely on?

What debts and loans did he leave behind?

Who handles the rental properties and collects rent?

Who manages his assets overseas?

And that's just where you'd begin.

Now imagine figuring out everything else: bank accounts, insurance, rental properties, businesses, and the people involved, while managing your own family.

IMAGINE DAD PASSED AWAY TOMORROW

Would you know where to start?

What does he own, and where is everything?

Which accounts and income can Mom rely on?

What debts and loans did he leave behind?

Who handles the rental properties and collects rent?

Who manages his assets overseas?

And that's just where you'd begin.

Now imagine figuring out everything else: bank accounts, insurance, rental properties, businesses, and the people involved, while managing your own family.

IMAGINE DAD PASSED AWAY TOMORROW

Would you know where to start?

What does he own, and where is everything?

Which accounts and income can Mom rely on?

What debts and loans did he leave behind?

Who handles the rental properties and collects rent?

Who manages his assets overseas?

And that's just where you'd begin.

Now imagine figuring out everything else: bank accounts, insurance, rental properties, businesses, and the people involved, while managing your own family.

A will or trust is only part of the picture

A will or trust provides legal instructions.
But the bigger challenge is understanding how everything actually works.

Estate planning
Your estate plan provides the legal foundation.
Kina helps organize the financial life behind it.

Who owns the assets

Legal instructions

Executors & beneficiaries

Who inherits what

Bank accounts

1

Recurring bills

2

Home & car

3

Rentals & businesses

4

Properties abroad

5

Insurance

6

Taxes & accountant

7

Document locations

8

People to call

9

Income

10

What to do when the day comes

11

Financial Life

A will or trust is only part of the picture

A will or trust provides legal instructions.
But the bigger challenge is understanding how everything actually works.

Estate planning
Your estate plan provides the legal foundation.
Kina helps organize the financial life behind it.

Who owns the assets

Legal instructions

Executors & beneficiaries

Who inherits what

Bank accounts

1

Recurring bills

2

Home & car

3

Rentals & businesses

4

Properties abroad

5

Insurance

6

Taxes & accountant

7

Document locations

8

People to call

9

Income

10

What to do when the day comes

11

Financial Life

A will or trust is only part of the picture

A will or trust provides legal instructions.
But the bigger challenge is understanding how everything actually works.

Estate planning
Your estate plan provides the legal foundation.
Kina helps organize the financial life behind it.

Who owns the assets

Legal instructions

Executors & beneficiaries

Who inherits what

Bank accounts

1

Recurring bills

2

Home & car

3

Rentals & businesses

4

Properties abroad

5

Insurance

6

Taxes & accountant

7

Document locations

8

People to call

9

Income

10

What to do when the day comes

11

Financial Life

A will or trust is only part of the picture

Your estate plan provides the legal foundation. Kina helps organize the financial life behind it.

1

Bank accounts

2

Recurring bills

3

Home & car

4

Rentals & businesses

5

Properties abroad

6

Insurance

7

Tax returns & accountant

8

Document locations

9

People to call

10

Income

11

What to do when the day comes

THE FAMILY BACKUP CHECK

THE FAMILY BACKUP CHECK

Would your family know what to do tomorrow?

Take this quick check to see whether your family is prepared, or if there are important gaps.

Take our 1-minute check to find out

1 of 4

Savings

If something happened tomorrow, do you know…

Bank accounts

Every account they have, at which bank, and whose name is on it?

Retirement and pensions

Where their 401ks, IRAs and pensions are, including old jobs, and who the beneficiary is?

Investments

Where their investment accounts are, and who inherits them?

Answer all three to continue

HOW IT WORKS

We get the answers. Your family gets a plan.

We get the answers. Your family gets a plan.

We get the answers. Your family gets a plan.

You make the introduction. Your dedicated specialist works directly with your parents to understand how everything works, gather the details, and organize them for when they're needed.

1. Start with a free call

Tell us a little about your parents and what you'd like help with. There's nothing to prepare, and your parents don't need to join yet.

2. Meet your specialist

Your parents will work with someone who speaks their language and offers the familiar approach of working with an estate attorney.

3. We handle the legwork

Your specialist works directly with your parents, gathering information, and following up on missing details, all at their pace.

4. Everything in one place

Your parents' financial picture is organized and ready when you need it, with your parents in control of what they share.

MEET YOUR KINA SPECIALIST

Someone who speaks your parents' language. And understands their world.

A dedicated Kina specialist works directly with your parents, in the language they're most comfortable speaking. They'll take the time to listen, ask the right questions, and follow through at your parents' pace.

A dedicated Kina specialist works directly with your parents, in the language they're most comfortable speaking. They'll take the time to listen, ask the right questions, and follow through at your parents' pace.

Grace Park

2 of 4

31 years old · Korean American

California Commissioned Notary

English

Korean

"I enjoy helping parents organize their financial information in a clear and simple way, so their families can feel more prepared."

Professional experience

4 years · Hanmi Bank — Personal Banker

2 years · Fidelity Investments · Client Services Associate

Background-checked and identity verified

Speaks your parents’ preferred language

Trained in respectful, confidential conversations

Your parents stay in control of what they share

YOUR FAMILY'S BACKUP PLAN

Everything your family needs to know. In one place.

Kina brings your parents' financial life into one place, then turns what we've gathered into a personalized backup plan with step-by-step guidance for when you need it.

1. Everything in one place

Your parents' accounts, properties, insurance, documents, and important contacts, all organized and easy to find.

2. A plan built for your family

Guidance tailored to your parents' actual finances, documents, and family situation. Not a generic checklist.

3. Know exactly what to do next

From who to call to which documents you need, get step-by-step guidance when something happens.

See Your Family's Plan in Action

See Your Family's Plan in Action

See Your Family's Plan in Action

See Your Family's Plan in Action

THERE'S NO PERFECT TIME

The best time to ask is while you still can.

The best time to ask is while you still can.

You don't need to have everything figured out or get it all done at once. Start with a conversation. We'll work with your parents at their pace and take care of the rest.

Request early access

THERE'S NO PERFECT TIME

The best time to ask is while you still can.

You don't need to have everything figured out or get it all done at once. Start with a conversation. We'll work with your parents at their pace and take care of the rest.

Request early access