I'm planning my estate
You have the documents. Now share the plan, explain your reasoning, and name who does what, while you can still answer questions.
Plan with my family
One plan, everyone informed
Tell Your Family What's in Your Trust
Your trust is signed. Now your family needs to understand it. Share one plan, record why you decided what you did, and hand your executor a 30-day checklist.
Where are you in the transfer?
I've been named executor or trustee
See where documents and accounts are, who is in charge, and what to do first, instead of piecing it together under pressure.
Find my first steps
I advise families
Replace the PDF handoff with a co-branded family workspace that keeps clients, heirs, and trustees aligned after the documents are signed.
See the advisor workspace
Everything your family needs on one page
One shared page
Grantor, spouse, heirs, trustee, and advisor see the same plan, each with the view you choose for them.
Explore the shared plan
Decisions with reasons
Write down why distributions differ, so any disagreement is about a written plan and not competing memories.
See the decision log
Ready for the first 30 days
Give your executor and trustee an ordered checklist, a map of where things are, and a record of every step they take.
See the toolkit
Three stories from the people we built this for
Richard Calloway, the unexplained split
An example story: Richard's trust has sat in Dropbox for 18 months, and he has never told his children why one share is smaller. With Wealth Transfer he writes his reasoning, previews what each heir will see, and schedules the family conversation.
Maya Okonkwo, newly named executor
An example story: Maya was handed a will and told she was in charge. With a role checklist, a map of accounts, and a decision log she can point to, she knows what to do first and can answer her siblings with a written record.
Diane Castellano, advisor ready to do more
An example story: Diane hands clients a 40-page PDF and wonders whether the kids ever open it. With a co-branded family workspace she can see which tasks are done and which families need a nudge.