You hand over a 40-page PDF
Truist found only 42% of families who say planning matters do the supporting work. Your best advice sits in an attachment nobody reopens.
For RIAs and estate attorneys
Wealth Transfer gives you a co-branded family workspace where your clients, their heirs, and their trustees work from one plan. You stay the trusted center of the family, and the conversation doesn't end when the documents are signed.
Truist found only 42% of families who say planning matters do the supporting work. Your best advice sits in an attachment nobody reopens.
When a client has a stroke, the adult children call you first. They don't know the attorney's name, where the power of attorney is filed, or who is in charge.
Heirs and spouses often meet their parents' advisor only after a death. Putting them in the plan while the client is alive is how you earn their trust early.
Reminder emails and Word-template task lists go unanswered, and you have no way to see who has acted without making another call.
Deploy it at document signing and let the family do the work. You see progress without chasing it.
Invite the couple, their adult children, and the named trustee into one shared plan under your firm's name. Each person sees a role-specific view with only the tasks and permissions that fit them.
Castellano pilot household
Active
Assign clients tasks such as uploading the signed trust or confirming beneficiaries, and watch them get completed asynchronously. Replace the Word-template follow-up email with a checklist the family can actually finish.
Upload the signed trust
Complete
The decision log records why distributions differ and what a trustee may and may not do. When a family member questions a choice, the answer is a dated entry rather than competing memories.
Entry
Why the shares differ
Most advisors can bring their first household in during a single sitting.
See a co-branded workspace with a sample family so you know exactly what your clients will see.
Add your branding and choose Advisor Essentials or Advisor Pro. Essentials includes 20 active family plan invites.
Enter the client couple's trust details, invite their children and trustee, and assign the first tasks.
See which households have accepted invitations and completed tasks, then reach out only where a family has stalled.
Use the agenda template and join the call, so the whole family hears the plan from the person they trust.
No. Wealth Transfer is the coordination layer beside licensed counsel. It records the grantor's intent and links to documents the attorney prepared, and it does not draft or execute legal documents or give legal, tax, or investment advice.
Adult children and other heirs are the primary active users. The grantor mainly approves roles and reviews a summary, which you can walk through in a short screen share.
Advisor Essentials is $199/month and includes 20 active family plan invites, which works out to about $10 per family. Advisor Pro is $499/month for growing firms and includes up to 75 active family plans, white-labeling, and CRM integration.
It stores a permissioned map of roles, contacts, and where documents and accounts live, not account credentials. The client decides who sees what, and you can see the access settings for each family you manage.
In your client workspace you can check each person's role, change it, and resend an invite. If something still looks wrong, contact advisor support with the family name and we'll help sort it out.
Yes. Book a demo and we'll show you a co-branded workspace pre-loaded with a sample family, so you can judge it against your own client conversations.
Book a short demo and see the co-branded workspace your clients and their heirs would use.