One shared plan for everyone
The grantor, spouse, heirs, trustee, and advisor each see a role-specific view of the same plan, with intent, roles, and next actions in one place.
Explore the shared plan
Everything in one plan
Wealth Transfer brings roles, intent, documents, and next actions into one shared workspace, so the people giving wealth and the people receiving it work from the same plan.
The grantor, spouse, heirs, trustee, and advisor each see a role-specific view of the same plan, with intent, roles, and next actions in one place.
Explore the shared plan
Record why distributions differ, in your own words, and choose when each entry is released. Conflict becomes about a written plan, not competing memories.
See the decision log
Named executors and trustees get an ordered task list, a map of where documents and accounts live, and a record of their own decisions.
Open the toolkit
Each part of Wealth Transfer answers a gap that documents and PDFs leave open.
A permissioned map of documents, accounts, contacts, and who is in charge, so a spouse, executor, or trustee can act without hunting through inboxes. It stores locations and references, not account numbers or balances.
Revocable Living Trust
Stored and encrypted
Invite heirs, spouses, and trustees while you are still here to answer questions. Each person gets a plain-language briefing and a first task, and you can preview what they will see before anything is sent.
Susan, spouse
Accepted
Schedule family reviews with a ready-made agenda, so the plan is discussed on a calendar date instead of left in a folder. Meeting notes and decisions stay in the shared workspace.
Family Plan Walkthrough
In 3 weeks
No. It works alongside your attorney or advisor. Wealth Transfer coordinates the plan and records your intent, but it does not draft or execute legal documents.
No. The vault stores a permissioned map of where documents and accounts are, and who is in charge of each. You control exactly who sees what.
Heirs receive a plain-language email invitation with a single link. You can see who has viewed the plan, so you know the conversation actually happened.
Yes. You can set a decision log entry to release at a family review, so it stays hidden until you are ready to introduce it yourself.
Advisors get a co-branded family workspace that replaces the PDF handoff, plus a view of which families have completed tasks. Advisor Essentials is $199/month and Advisor Pro is $499/month.
The decision log and scheduled family review reminders are part of Family Complete, at $39/month. Family Start, at $19/month, covers a shared plan with a document and contact map, a letter of intent template, and basic roles.
Start a transfer in minutes and invite the people who need to know.