Deposits held at Schwab Bank, Member FDIC
Mora
Mora is an all-in-one planning suite for your kids.
Mora puts every must-have for your family into a guided setup process and a single easy-to-access location.
Open a tax-free savings account for your kids.
Setup a trust to make keep assets from probate.
Manage wills, guardianship, power of attorney and more.
Signup and do it all in 10-minutes, or less.
My Will &
Beneficiaries
Trust Account
$261,213
My Estate
Plans
George’s College 529
$3,510,983
“My lawyer quoted $12,800 just for paperwork. Mora’s $195/year solution got me everything plus an expert call. It took one weekend to set up and now everything is in one place.”
Taylor K. Austin
Skip the $10k lawyer bill,
pay $195 / year instead
Free to start · Pay only when you sign
“I started Mora because I wanted to create a better future for my kids. Now I want to help others to do the same.”
Ali Moiz, Founder of Mora
Find everything you need in your own Mora Trust™ account.
MoraTrust™ gives you all the flexibility of a brokerage, the tax simplicity of a revocable trust, and the guardrails every parent wishes existed.
Revocable Living Trust
Keeps the family home, brokerage assets, and LEGO® collection out of probate.
Last Will & Guardian Nomination
Names who’ll raise your child and access funds. One interview-style form required.
Durable Financial Power of Attorney
Lets your partner or trusted friend pay bills if incapacitated. No court visit required.
Advance Directive & HIPAA Release
Spell out medical wishes and unlock records for your proxy. Ensure preferences are honored.
Temp Caregiver & Travel Consent
Authorizes grandparents or nannies to seek medical care or fly with your kid.
Beneficiary / TOD Kit
Step-by-step wizard to update beneficiaries on every account you own.
529 College Plan (Optional)
High-limit, tax-free growth for tuition, K-12, and even student-loan repayment.
Custodial Roth IRA (Optional)
Turn lemonade-stand earnings into lifetime of tax-free compounding.
FAFSA Review & Planning (Optional)
Turn lemonade-stand earnings into lifetime of tax-free compounding.
No more frantic scavenger hunts during an emergency.
Keep every important document exactly where it belongs.
Wills
Bank Statements
Brokerage Statements
Insurance Declarations
Passports
Immunizations
Trusts
Birth Certificates
Medical Records
256-bit Security
End-to-end encryption mean even our engineers can’t take a peek.
Granular Access Control
Tie access to accounts to specific triggers (incapacity, death, child turns 18).
Successor & Guardian Sharing
Auto-release documents to named contacts when a trigger is verified by Mora’s team.
Get it all setup in just 10 minutes
In general, references to “Mora” on the Platform refer to the website and mobile application Mora.com. However, for purposes of these Terms and Conditions, the term “Mora” refers collectively to NCC-1701-D Inc (dba Mora Financial), Mora Advisors LLC, as well as their respective affiliates, partners, agents, and employees.
Sign Here
Deborah Horwith
1. Answer and sign
Complete a 5-minute questionnaire, auto-draft your docs, and e-sign through a secure portal.
Contributions
View All
Thor’s Roth IRA
+500.00
Benji’s UGMA
+200.00
Sleepy’s Roth IRA
+100.00
2. Fund and forget
Set contributions once; we automate deposits, beneficiary roll-downs, and reminders.
Recent updates
Power of Attorney
April 28, 2025
James added to Thor's Power of Attorney.
Birthday Gift
March 16, 2025
Gift received from Sleepy’s grandparents.
UGMA Opened
January 12, 2025
Benji's UGMA account opened.
3. Update anytime
Life changes? No problem. Unlimited updates, edits, and support are always included.
“I sent $195 to Mora, and it's taken a lot of my stress away knowing that all my families important documents are safe and secure and that the money I set aside for my children will be managed properly.”
Taylor K. Austin
Mora is an all-in-one planning suite for your kids.
Mora puts every must-have for your family into a guided setup process and a single easy-to-access location.
Mora
All-in-one planning suite for your kids.
©Mora Inc, 2024
Disclaimers & Disclosures
Mora Technology (NCC 1701-D Inc) and Mora Financial (Mora Advisors LLC), collectively “Mora”, offers helpful planning software tools, payroll services, compliance filings and investment advisory services. You may use some, all or none of these services. Payroll and software services are provided by Mora Technology. Investment Advisory services are provided by Mora Financial.
Mora Financial (Mora Advisors LLC) is an SEC-registered Investment Advisor (CRD # 333845). You should review our Form ADV and other disclosures before deciding to become a client.
Investing involves risk and there is the potential of losing money when you invest in securities and digital assets. Past performance does not guarantee future results and the likelihood of investment outcomes are hypothetical in nature.
Investments in securities and digital assets are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value.
Before investing, consider your investment objectives and Mora Financials' fees and expenses. Our internet-based advisory services are designed to assist clients in achieving limited, discrete financial goals for their children. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere.
Your custodial Roth IRA, college 529, and other minor-related accounts will be held with Charles Schwab, a leading RIA custodian with over $9 trillion in assets. You own your accounts directly, and may decide to terminate our services at any time. Investment accounts are SIPC-insured up to $500K, and checking accounts are FDIC-insured up to $250K by Schwab. This does not protect your investments from loss of value due to poor investment decisions, market downturns or other risks.
No communication by NCC-1701-D Inc. ("Mora Technology"), or any of its affiliates (collectively, "Mora"), through this website or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice. Any material provided is for information purposes only, and is not intended as a recommendation, offer, or solicitation to open a brokerage account, open a retirement plan, engage an investment advisor or engage in any investment strategy. The accounts, strategies and/or investments discussed in this material may not be suitable for all investors. The appropriateness of a particular account or investment strategy will depend on an investor's individual circumstances and objectives.
©Mora Inc, 2024