What is a family tree template?
A family tree is a structured diagram that maps out the relationships, roles, and financial details of everyone connected to a client. It includes not just the immediate household, but partners, children, parents, siblings, and in wealth management contexts, the financials and income figures attached to each person.
It turns a wide-ranging client conversation into something a colleague can pick up and understand in 30 seconds, without needing a full debrief.
Contented builds it automatically from your recorded meeting, pulling names, ages, professions, income figures, family dynamics, and financials directly from what was said.
How to use a family tree template
Record your meeting in the Contented app, pick the family tree template in your workspace, and download a structured diagram within minutes.
1. Record your conversation
Capture the meeting in the Contented app.
2. Select the family tree template
Choose family tree from your Contented workspace. Contented identifies every person mentioned, maps their relationship to the client, and attaches relevant details, such as age, profession, income, and any financial dependencies that came up in the conversation.
3. Review and export
Download as a CSV, PDF or Word document within minutes. Share it with your team, drop it into the client file, or use it as the foundation for your next planning session.
Who uses a family tree template?
Anyone who needs to understand the full relational and financial context around a person.
A few examples:
- Wealth managers and financial advisers running client discovery or annual review meetings, where understanding the whole family structure, who earns what, who's financially dependent on whom, shapes recommendations.
- Estate planners and probate specialists who need a clear picture of beneficiaries, dependants, and family dynamics before drafting anything.
- Family office advisers managing multi-generational wealth, where the relationships between family members are as important as the assets themselves.
- Legal professionals handling family law matters, where a clear map of relationships, assets, and responsibilities is essential from the outset.
What's in a family tree template?
- A visual diagram mapping every person mentioned, with their relationship to the primary client clearly shown.
- Individual profiles for each family member, including name, age, profession, and income where discussed.
- Financial details captured per person, for example a parent assuming they'll cover university fees, or a spouse running a separate business.
- Notes on dependants, including children, elderly relatives, and in some cases pets, where they're financially or practically relevant.
- The template is produced in a clean, export-ready format as a PNG, or SVG.
FAQs
They're automatically deleted from the device once the recording has been successfully uploaded to your encrypted workspace. Audio never sits on personal devices longer than necessary, which matters for organisations with BYOD policies.
Yes, on team plans. We build custom templates that match your organisation's existing formats, branding and terminology. Every document Contented produces is then consistent with what your team already uses, regardless of who created it.
Yes. Contented is used by financial advice firms, law firms, and accounting practices to produce compliant, audit-ready records from client meetings. Industry-specific templates are co-designed with practitioners and structured to meet documentation standards. Custom templates can be built to match your firm's exact compliance format.