Wealth Transfer
Start a transfer
Menu

For heirs and trustees

You've been named. Here's what's next.

Wealth Transfer shows you where the documents are, who is in charge of what, and which task comes first, so you are not piecing it together under pressure.

Start a transferSee the trustee toolkit

Named executor, but nobody handed you a map

  • You learn the plan too late

    Fidelity's 2025 Family and Finance Study found 68% of parents had not told adult children what they will inherit. Most heirs start from an information deficit.

    On the shared list

  • Unprepared heirs break transfers

    The Williams Group attributes 25% of wealth-transfer failures to unprepared heirs. Not knowing your role or where assets sit costs time you do not have.

    On the shared list

  • Siblings ask for answers

    Wells Fargo found 61% of adult children reported hurt feelings, fairness disputes, estrangement, or legal battles tied to inherited wealth. Without a written record, every family call can feel like an accusation.

    On the shared list

Everything you need to act with confidence

Built for the person who has to carry out the plan, not just the person who wrote it.

A map of every document and account

Record where the will, trust, accounts, policies, and property titles live, and who has authority over each. Wealth Transfer stores a permissioned map, not account credentials.

Will and trust summary · Located

  • Tag each item as Located, Needs retitling, or Unknown authority
  • Record the successor trustee and beneficiaries on each account
  • See a completeness bar and a list of what is still unknown

Document & Account Vault

  • Will and trust summaryLocated
  • Brokerage accountUnknown authority
  • Bank accountNeeds retitling
  • Vault completeness4 unknowns remaining

An ordered first-30-days checklist

Tasks are sorted by due date, so you know what to do first and what cannot be missed. Assign tasks to a co-executor, who sees only what is assigned to them.

Notify creditors · Complete

  • Executor checklist sorted by deadline
  • Assign tasks to your co-executor with one invitation
  • Progress bar shows how far you are through the estate

Executor Checklist

  • Notify creditorsComplete
  • File the probate petitionDue soon
  • Secure propertyAssigned to co-executor
  • OverallDay 38 of 365, 6 of 21 complete

A written record of every decision

Log why you delayed a distribution or sold an asset, with the date. When a sibling asks, you can point to the plan instead of defending your memory.

Decision · Delay first distribution until creditor notices are done

  • Timestamped entries you can add by voice on your phone
  • Grantor intent shown alongside your own decisions
  • A shared status view so siblings stop guessing

Decision Log

  • DecisionDelay first distribution until creditor notices are done
  • LoggedDated and timestamped
  • Visible toCo-executor and invited siblings

From invitation to in control

You can start with what you have and fill in the gaps over time.

  1. 1

    Open your invitation

    Follow the link in your invitation email, create your login, and land in a plan where your role is already set.

  2. 2

    Map what you can find

    Upload the will and trust summary and add accounts from paper statements. Mark anything you cannot place yet as unknown.

  3. 3

    Work the checklist together

    Complete tasks in order, assign some to your co-executor, and invite your advisor or attorney into the same workspace.

  4. 4

    Log decisions as you go

    Write down why each decision was made and share a family review with your siblings, so everyone is reading the same page.

Questions executors and trustees ask

Do I need to enter account numbers or passwords?

No. Wealth Transfer stores a permissioned map of where documents and accounts are, not the credentials themselves. Role-based access means only the people you invite see what you share.

What if my brother or sister won't use another app?

Co-executors and heirs can be invited with a single link and can view the shared plan without creating their own account. You control what each person sees.

The estate attorney already has all this. Why use Wealth Transfer?

The attorney holds the legal documents. Wealth Transfer gives your family the operational layer: the checklist, the decision log, and the asset map. It sits alongside your attorney, not in place of them.

I only need this while the estate settles. Is it worth it?

Family Complete is $39/month, and there is a 14-day free trial. When the estate closes, you can turn the workspace into your own family's transfer plan so your children are never in your position.

Does Wealth Transfer give legal advice?

No. It is a coordination layer that records plans, roles, tasks, and decisions, and it does not draft or execute legal documents. Questions about the law in your state still belong with a licensed attorney.

Stop guessing. Start with a plan.

Start a transfer and give yourself and your family one place to see what exists, who is in charge, and what comes next.

Start a transfer