Wealth Transfer
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Why we built this

The documents exist. The plan doesn't.

A historic $124 trillion is changing hands, and most families still don't share one clear plan. Wealth Transfer gives the people giving wealth and the people receiving it a single place to work from.

Start a transferSee how it works

Most transfers don't fail on paper. They fail in conversation.

  • Heirs are never told the plan

    Fidelity's 2025 Family and Finance Study found 68% of parents had not told adult children what they will inherit. Wells Fargo's 2026 study found only 21% of parents had held a detailed estate conversation.

    On the shared list

  • Communication, not taxes, breaks transfers

    The Williams Group attributes about 60% of wealth-transfer breakdowns to communication and trust failures, and 25% to unprepared heirs.

    On the shared list

  • Unequal shares breed hurt feelings

    Wells Fargo found 61% of surveyed adult children reported hurt feelings, fairness fights, estrangement, or legal battles tied to inherited wealth.

    On the shared list

  • A signed PDF is not a shared plan

    Truist found only 42% of families who say planning matters actually do the supporting work. The trust sits in a folder while the family guesses.

    On the shared list

What we believe a transfer plan should be

Alive, shared, and written in plain language, so every person involved knows their part.

Everyone gets a seat

Document tools stop at the grantor's desk, and advisor tools often leave heirs and spouses as passive recipients. Wealth Transfer gives the grantor, spouse, heirs, trustee, and advisor each a role-based view of the same plan.

Susan · Co-grantor, plan summary

  • Role assignments for spouse, heirs, executor, and trustee
  • Permissions the grantor controls, person by person
  • A checklist for each role so heirs can practice before a crisis

People & Roles

  • SusanCo-grantor, plan summary
  • MarcusExecutor, 30-day checklist
  • JordanBeneficiary, summary only

The why is written down

When shares are unequal, the question isn't only what, it's why. The decision log and letter of intent record the grantor's reasoning in their own words, so disagreement is about a written plan, not competing memories.

Entry · Why the distribution to Jordan differs

  • Plain-language letter of intent with templates for common situations
  • Timestamped decision log for grantors and trustees
  • Release timing the grantor chooses, such as at the family review

Decision Log

  • EntryWhy the distribution to Jordan differs
  • VisibilityRelease at family review
  • StatusRecorded, scheduled for release

Beside your attorney, not instead

Wealth Transfer is a coordination layer. It does not draft or execute legal documents, and it works alongside the attorney or advisor who prepared your plan.

Trust · Stored and encrypted

  • Document and contact map that points to where things are
  • Advisors can deploy a co-branded family workspace
  • Clear notes that it is not legal, tax, or investment advice

Document & Account Vault

  • TrustStored and encrypted
  • Brokerage accountLocated
  • Life insurance policyUnknown authority

How a family goes from documents to one plan

Most people finish setup in a single sitting and invite family when they're ready.

  1. 1

    Start a transfer

    Name the plan, choose the structure such as a revocable living trust, and record your intent.

  2. 2

    Assign roles and map documents

    Add your spouse, heirs, executor, and trustee, then note where the trust, accounts, and contacts live.

  3. 3

    Preview before you share

    See exactly what each person will see, and set when the full plan is released.

  4. 4

    Invite and hold a family review

    Send invitations, schedule a family review, and let the decision log keep the plan current.

Questions about Wealth Transfer

Does Wealth Transfer replace my attorney or advisor?

No. It is a coordination layer that sits beside your estate attorney or advisor. It does not draft or execute legal documents, and it does not give legal, tax, or investment advice.

Do my heirs need to create accounts?

They receive a plain-language invitation with a link and a role-specific welcome that explains what they can see and what their first task is. You decide what each person can view, and you can see who has opened the plan.

Who is Wealth Transfer for?

Families, trusts, and individuals, including grantors, spouses, heirs, executors, trustees, and the advisors and attorneys who serve them. Each role gets its own view of the same plan.

What does it cost?

Family Start is $19/month and Family Complete is $39/month. Advisor Essentials is $199/month, Advisor Pro is $499/month, and Enterprise is $2000/month.

Do you store my account numbers?

The vault is a map of where documents and accounts are, who is in charge, and who to call. It is designed around pointers and roles rather than credentials or balances.

Give your family the plan together

Start a transfer and bring every person who needs to know into the same plan.

Start a transfer