Heirs are never told the plan
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.
Why we built this
A historic $124 trillion is changing hands, and most families still don't share one clear plan. Wealth Transfer gives the people giving wealth and the people receiving it a single place to work from.
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.
The Williams Group attributes about 60% of wealth-transfer breakdowns to communication and trust failures, and 25% to unprepared heirs.
Wells Fargo found 61% of surveyed adult children reported hurt feelings, fairness fights, estrangement, or legal battles tied to inherited wealth.
Truist found only 42% of families who say planning matters actually do the supporting work. The trust sits in a folder while the family guesses.
Alive, shared, and written in plain language, so every person involved knows their part.
Document tools stop at the grantor's desk, and advisor tools often leave heirs and spouses as passive recipients. Wealth Transfer gives the grantor, spouse, heirs, trustee, and advisor each a role-based view of the same plan.
Susan
Co-grantor, plan summary
When shares are unequal, the question isn't only what, it's why. The decision log and letter of intent record the grantor's reasoning in their own words, so disagreement is about a written plan, not competing memories.
Entry
Why the distribution to Jordan differs
Wealth Transfer is a coordination layer. It does not draft or execute legal documents, and it works alongside the attorney or advisor who prepared your plan.
Trust
Stored and encrypted
Most people finish setup in a single sitting and invite family when they're ready.
Name the plan, choose the structure such as a revocable living trust, and record your intent.
Add your spouse, heirs, executor, and trustee, then note where the trust, accounts, and contacts live.
See exactly what each person will see, and set when the full plan is released.
Send invitations, schedule a family review, and let the decision log keep the plan current.
No. It is a coordination layer that sits beside your estate attorney or advisor. It does not draft or execute legal documents, and it does not give legal, tax, or investment advice.
They receive a plain-language invitation with a link and a role-specific welcome that explains what they can see and what their first task is. You decide what each person can view, and you can see who has opened the plan.
Families, trusts, and individuals, including grantors, spouses, heirs, executors, trustees, and the advisors and attorneys who serve them. Each role gets its own view of the same plan.
Family Start is $19/month and Family Complete is $39/month. Advisor Essentials is $199/month, Advisor Pro is $499/month, and Enterprise is $2000/month.
The vault is a map of where documents and accounts are, who is in charge, and who to call. It is designed around pointers and roles rather than credentials or balances.
Start a transfer and bring every person who needs to know into the same plan.