Total Family Brings Legacy Planning to More Families Through Raymond James Advisors

Raymond James advisors can now extend legacy planning to every client household by subscribing to Total Family's software and implementation resources.

LUTHERVILLE, MD, UNITED STATES, November 10, 2026 /EINPresswire.com/ -- Total Family, a family legacy software company for wealth advisors and the families they serve, today announced a strategic relationship with Raymond James that makes its software and advisor training available to all of the firm's advisors, along with preferred pricing.

When most people hear the word legacy, they picture the Rockefellers or the Vanderbilts. Total Family was built on a simpler idea. Every family has a legacy, and every family can be more intentional about it.

"There's no amount of money you need to write a letter to your children," said Alex Kirby, founder and CEO of Total Family. "Every family has values worth naming and stories worth saving. AI can help, but it doesn't know how your grandparents met or your mom and dad's favorite movie. That's the human stuff families want to pass down, and we're grateful to bring it to Raymond James advisors and their clients."

Raymond James advisors who subscribe receive:

• Total Family's software, where families create a Personal and Family Vision, record stories, write Legacy Letters, and capture Milestones together, with KinAI, an AI guide built into the software
• Advisor training and resources, including Advisor Academy and the Advisor Resource Library, with plain-English talking points for client meetings

Advisors can offer Total Family to all their clients, with no cap on the number of families they invite. Raymond James is supporting the rollout with additional advisor education, practice management support, and marketing resources.

"The power of personal advice comes from truly knowing the families we serve. Total Family gives our advisors a practical way to deepen that understanding, create more meaningful conversations and strengthen relationships across generations," said Lauren Ahern, Director, Private Wealth Premier Solutions, Raymond James.

Raymond James advisors can learn more by contacting the Raymond James Wealth Planning team.

About Total Family
Total Family is family legacy software for wealth advisors and the families they serve. Families use it to create a Family Vision, write Legacy Letters, record Milestones, and save the stories they want to pass down, with guidance from KinAI. Advisors use Total Family's training and client-meeting resources to help families preserve their legacy in a practical, human way.

Learn more at totalfamily.io.

About Raymond James
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Total client assets are $1.94 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF.

Additional information is available at www.raymondjames.com.

Disclosure
Raymond James is not affiliated with Total Family. The services described are provided solely by Total Family, which is responsible for its own products and services. Raymond James is not recommending or endorsing Total Family or its products or services. Clients are not required to use Total Family and may choose any provider they determine is appropriate for their needs.

Sarah Gales
Total Family
sarah@totalfamily.io
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