Document and Contact Map
A permissioned index of documents, accounts, and decision-makers so a named executor, trustee, or spouse can act immediately after a death or incapacity without searching inboxes.
Document and Contact Map
Wealth Transfer
Features
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.
More of 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.
Secure document links and location notes (not storage of originals)
A permissioned index of documents, accounts, and decision-makers so a named executor, trustee, or spouse can act immediately after a death or incapacity without searching inboxes.
Secure document links and location notes (not storage of originals)
Key contact directory: attorney, CPA, financial advisor, trustee
A permissioned index of documents, accounts, and decision-makers so a named executor, trustee, or spouse can act immediately after a death or incapacity without searching inboxes.
Key contact directory: attorney, CPA, financial advisor, trustee
Heir and Trustee Onboarding
Structured onboarding that brings heirs and trustees into the plan before a crisis, so they understand their roles, rights, and responsibilities while the grantor is still available.
Heir and Trustee Onboarding
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.