Wealth Transfer
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For families and grantors

Your trust is signed. Now tell your family.

Wealth Transfer gives you one shared workspace where your spouse, heirs, and trustee see the same plan, including the reasons behind your decisions. Start a transfer in minutes and decide what each person sees and when.

Start a transferSee how a shared plan works

The documents exist. The plan doesn't.

  • Your children haven't been told

    Fidelity's 2025 Family and Finance Study found 68% of parents had not told adult children what they will inherit. Wells Fargo's 2026 study found only 21% of parents had held a detailed estate conversation.

    On the shared list

  • An unequal split needs an explanation

    Wells Fargo found 61% of surveyed adult children reported hurt feelings, fairness fights, estrangement, or legal battles tied to inherited wealth. A written reason keeps the conflict about a plan, not competing memories.

    On the shared list

  • Your spouse may not know who to call

    If you are the one who handles the accounts, your spouse may not know where things are or who is in charge. A printed summary in a safe only helps if someone knows to look.

    On the shared list

  • Silence is how transfers break

    The Williams Group attributes about 60% of wealth-transfer breakdowns to communication and trust failures, not taxes or legal errors.

    On the shared list

One plan, shared on your terms

You build it privately, review it, and release it when you are ready.

A shared plan everyone can see

Start a transfer to name your plan, assign roles to your spouse, executor, trustee, and heirs, and map where documents and accounts live. Each person sees a view built for their role.

Susan · Co-grantor

  • Roles for spouse, heir, executor, and trustee
  • Document and contact map showing who is in charge and where things are
  • Preview what each heir will see before any invitation goes out

People & Roles

  • SusanCo-grantor
  • MarcusExecutor, plan summary only
  • JordanBeneficiary, invite pending
  • Trust attorneySuccessor trustee

Your reasons, in your own words

The decision log records why distributions differ, so your family reads your rationale rather than guessing at it. A plain-language letter of intent gives you a place to begin.

Entry · Why the distribution to Jordan differs

  • Write the reason for an unequal distribution and attach the trust section it applies to
  • Set visibility to release at the family review, so you introduce it yourself
  • Plain-language letter of intent templates, including blended families

Decision Log

  • EntryWhy the distribution to Jordan differs
  • Linked toTrust section on distributions
  • VisibilityRelease at family review
  • StatusRecorded, scheduled for release

A plan that stays alive

Schedule a family review with an agenda, invite everyone, and keep the plan current as your family changes. Your executor also gets a clear checklist of what to do first.

Next review · Family Plan Walkthrough

  • Scheduled family review reminders with agenda templates
  • A first 30-day checklist for your named executor
  • Notice when a family member views the plan

Family Reviews

  • Next reviewFamily Plan Walkthrough
  • Invitations3 pending
  • Agenda itemsRoles, documents, decision log
  • Executor checklistFirst 30 days ready

From signed documents to a family that knows

Most grantors finish the first pass in a single sitting.

  1. 1

    Start a transfer

    Name your plan and choose the structure, such as a revocable living trust. Begin as the only person who can see it.

  2. 2

    Add the people and roles

    Add your spouse, executor, trustee, and heirs, and set what each can see. Plan-summary-only is a common starting point.

  3. 3

    Map documents and write your why

    Add your trust documents and record where accounts are held. Then explain any unequal distribution in the decision log.

  4. 4

    Preview, then invite

    See the plan the way each heir will see it before anything is sent. Then send invitations and schedule the family review.

Questions grantors ask

I already paid an attorney. Why do I need this?

Your attorney finished the legal documents. Wealth Transfer handles the part they cannot do for you: sharing your intent, assigning roles, and giving your family a place to understand the plan before a crisis.

Will my kids actually use it?

Heirs get a plain-language email invitation with a single link, and you can see who has viewed the plan. That way you know the conversation actually happened.

Can I control what my heirs see?

Yes. You set visibility for each person and can preview what they will see before inviting them. Entries such as your decision rationale can stay hidden until the family review.

Is my financial information safe here?

Wealth Transfer stores roles, intent, and document references rather than account balances. You can turn on two-factor authentication and review active sessions in your settings.

What does it cost?

Family Start is $19/month and Family Complete is $39/month. Family Complete adds the decision log, scheduled family reviews, and heir task checklists. Annual prepay includes two months free.

Does it replace my attorney or advisor?

No. It sits beside them. Wealth Transfer does not draft or execute legal documents, and your advisor can be invited into the plan.

Give your family the plan.

Start a transfer today and let everyone you love work from the same page.

Start a transfer