Start a Transfer Flow
Givers and receivers do not share one plan—68% of parents have not told adult children what they will inherit and only 21% have held detailed estate conversations.
Families, trusts, and individuals, including heirs, spouses, trustees, and their advisors.
One Plan. Every Person Who Needs to Know.
Wealth Transfer gives families, trustees, and advisors one shared workspace so the people giving wealth and the people receiving it are finally working from the same plan.
Partners beside Wealth Transfer
- Estate planning attorneys and law firms
- RIA firms and independent financial advisors
- Trust companies and corporate trustees
- CRM platforms
The hard part is coordination
Givers and receivers do not share one plan
Misaligned expectations trigger disputes, delayed distributions, and legal fees that can consume 3–8% of the estate in contested probate.
People named · 3
Heirs, spouses, and trustees cannot locate accounts, documents, or the right decision-maker
Average probate delay of 9–18 months costs heirs investment returns, late fees, and attorney time; emotional cost of searching during grief is high.
Documents in vault · 5
Advisors and trustees deliver the plan as a static PDF that families do not act on
Advisor time is wasted re-explaining the plan at each crisis; firms lose AUM when heirs move assets to their own advisors after a transfer because no relationship was built.
Decisions recorded · 2
A shared record, then a next step
Document and Contact Map
Heirs and spouses cannot find documents, accounts, or decision-makers after a death or incapacity, causing costly delays in bills, investments, and distributions.
Plain-language letters of intent
Communication and trust failures drive roughly 60% of wealth-transfer breakdowns and 25% are caused by unprepared heirs, not tax or legal errors.
What Wealth Transfer shows
Wealth Transfer gives families, trustees, and advisors one shared workspace so the people giving wealth and the people receiving it are finally working from the same plan.
Start a Transfer Flow
A guided onboarding sequence that creates one shared transfer plan—capturing intent, roles, and next actions—visible to the grantor, spouse, heirs, and trustee from day one.
Start a Transfer Flow
Step-by-step intent capture for the grantor
A guided onboarding sequence that creates one shared transfer plan—capturing intent, roles, and next actions—visible to the grantor, spouse, heirs, and trustee from day one.
Step-by-step intent capture for the grantor
Role assignment for spouse, heirs, executor, and trustee
A guided onboarding sequence that creates one shared transfer plan—capturing intent, roles, and next actions—visible to the grantor, spouse, heirs, and trustee from day one.
Role assignment for spouse, heirs, executor, and trustee
Family Coordination Workspace
A persistent shared workspace where all parties to a transfer—givers, receivers, and advisors—work from one source of truth instead of separate PDFs or verbal versions.
Family Coordination Workspace
Three steps on the path
From the Start a Transfer flow.
- 1
People
Step-by-step intent capture for the grantor
- 2
Vault
Role assignment for spouse, heirs, executor, and trustee
- 3
Decisions
Shared plan dashboard visible to all named participants
What early users say
I spent two years getting the trust right. I just never figured out how to actually tell my kids what's in it—or why.
I was handed a will and a death certificate and told I was in charge. Nobody told me where the accounts were, what the trust actually covered, or what I was supposed to do first. I've been executor for six weeks and I still feel like I'm guessing.
I hand clients a 40-page PDF and call it a plan. Six months later their kids still don't know where the trust is filed. I need something the whole family actually opens.
Before you start
I already paid an attorney to do this. Why do I need another app?
The attorney finished the legal documents; Wealth Transfer handles the family conversation the attorney cannot have for you—sharing intent, assigning roles, and giving heirs a place to ask questions before a crisis.
Is my financial data safe in a cloud app I've never heard of?
Wealth Transfer stores roles, intent, and document references—not account numbers or balances—and uses the same encryption standards as major financial institutions. You control exactly who sees what.
$39 a month feels like a lot for something I only set up once.
The plan needs to stay current as your family changes; the subscription keeps all three heirs, your executor, and your trustee in sync when you update beneficiaries, add accounts, or change your mind about distributions.
What if my kids don't use it?
Heirs receive a plain-language email invitation with a single link; they do not need an account to read the plan, and you can see who has viewed it so you know the conversation actually happened.
Start with Wealth Transfer
Wealth Transfer gives families, trustees, and advisors one shared workspace so the people giving wealth and the people receiving it are finally working from the same plan.