I'm here to:Plan my own transferRecord your intent, assign roles, and invite your spouse, heirs, and trustee to the same plan.Act as executor or trusteeYou've been named in someone's plan and need to know what to do first and where things are.Work with client familiesSet up co-branded family workspaces as an RIA or estate attorney, alongside the documents you've already delivered.

Your plan summary

✓ Your family sees only what you share. You decide who can see what.
✓ Wealth Transfer stores a map of where documents and accounts are, not account credentials or balances.
✓ Wealth Transfer sits alongside your attorney or advisor and does not replace them.
✓ Cancel anytime. Family Start is $19/month and Family Complete is $39/month.

You can change your plan at any time, and you can look over the security details before you add anything.

Start your transfer plan

Create your account, then build one shared plan for the people giving and receiving your wealth.

Already have an account? Sign in

Your plan summary

✓ Your family sees only what you share. You decide who can see what.
✓ Wealth Transfer stores a map of where documents and accounts are, not account credentials or balances.
✓ Wealth Transfer sits alongside your attorney or advisor and does not replace them.
✓ Cancel anytime. Family Start is $19/month and Family Complete is $39/month.

You can change your plan at any time, and you can look over the security details before you add anything.

Start your transfer plan

Create your account, then build one shared plan for the people giving and receiving your wealth.

Already have an account? Sign in