Contact and advisor demo
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.
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.
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.
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.
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.
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.
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.
Write to us today, or begin your family's shared plan whenever you are ready.