Contact and advisor demo
Talk with us about your family's plan
Book a 15-minute demo for your advisory practice, ask how Start a transfer works for a family, or send a question about access and permissions. Tell us who you are and what you are trying to solve, and we will reply with a specific answer.
What to expect when you write to us
- Advisor Essentials is $199/month and includes 20 active family plan invites.
- Wealth Transfer sits beside your attorney or advisor and does not draft or execute legal documents.
- It stores a map of where documents and accounts are, not account credentials.
- You control what each heir, trustee, and advisor can see.
- Advisors can ask for a co-branded workspace walkthrough with their own firm name and logo.
Questions before you reach out
What happens in the advisor demo?
We walk through a co-branded family workspace: assigning roles, mapping documents, logging a decision, and sending the first invite. It is a short screen share, and you can bring a real client scenario with names changed.
Do I need an advisor to use Wealth Transfer?
No. Families can start on their own with Family Start at $19/month or Family Complete at $39/month, and invite an advisor or attorney later. Advisors can also seed plans for clients with Advisor Essentials at $199/month or Advisor Pro at $499/month.
Does Wealth Transfer replace my estate attorney?
No. The attorney prepares the legal documents. Wealth Transfer is the coordination layer that helps the people named in those documents know the plan, their roles, and what to do next.
Do heirs have to create an account to see the plan?
Heirs receive a plain-language invitation with a single link. You choose what each person can see, and you can preview that view before any invitation goes out.
I am an heir or executor and need help right now. Where do I start?
Choose the support topic that fits when you write to us, and include the family name and the email address you used. For executors, the Solutions for Heirs, Executors and Trustees page shows the first-30-days checklist.
Can I ask about Enterprise for a trust company or large firm?
Yes. Enterprise is $2000/month and is built for trust companies, multi-family offices, and large RIA firms. Tell us about your firm and your advisors, and we will set up a conversation.
Start a transfer, or start a conversation
Write to us today, or begin your family's shared plan whenever you are ready.