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.
Wealth Transfer
About
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.
About Wealth Transfer
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.
Who it is for
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.