RootRafter — Clarity for life's transitions

Clarity for life's financial transitions.

Divorce. Job loss. Inheritance. Widowhood. Caregiving. Each of these moments forces a financial reset — new budgets, new numbers, new decisions, often under pressure. RootRafter builds templates specifically for these transitions, not for everyday family admin.

Built for the moment, not for general organizing

A small, growing set of templates — each one built for a specific financial transition, plus a couple of general tools that stay available.

Financial Transitions

Templates built for divorce, job loss, inheritance, widowhood, and caregiving — one transition at a time.

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Other templates

General planning tools — not part of the Financial Transitions series, but still available.

Explore Templates →