Executor & Trustee Toolkit
Being named executor or trustee is an act of trust. Wealth Transfer gives you an ordered checklist, a map of where documents and accounts are, and a written record of every decision you make.
Built for the person who was handed a will and told they were in charge.
Your tasks are sorted by due date, so you can see what comes first, such as notifying creditors, filing the probate petition, and securing property. You can assign tasks to a co-executor and watch a progress bar show how far along you are.
Notify creditors
Complete
The grantor's map shows which documents exist, where they are kept, and who has authority over each one. Each account is tagged so you can see at a glance what is located and what still needs attention.
Revocable living trust
Located
Log why you delayed a distribution or sold an asset, and each entry is saved with a date. When a sibling asks why things are taking time, you can show the written reasoning instead of relying on memory.
Decision
Delay first distribution
You do not need to have everything digitized on day one.
Open the link in your invite email and create your login. Your role is already filled in, so you land on your own checklist.
Your checklist shows what needs doing first, sorted by due date. Mark items done and assign others to your co-executor.
Open the vault the grantor built and add what you find from paper statements. Anything you cannot place yet is flagged so it does not surprise you later.
Record why you chose a timeline or took an action. Each entry is saved with a date you can point to.
Schedule a family review and invite siblings to a shared view of progress. Updates come from the plan, not scattered text threads.
No. The attorney holds the legal documents, and Wealth Transfer sits beside them as the coordination layer. It gives you the checklist, the map, and the decision log that your attorney is not paid to maintain for you.
No. The vault is a map of where documents and accounts are and who has authority over them, not the credentials themselves. Each person sees only what the grantor or executor chooses to share.
Co-executors and heirs can be invited with a single link. A co-executor who accepts sees the tasks assigned to them, so you are not chasing updates by text.
The Williams Group attributes about 60% of wealth-transfer breakdowns to communication and trust failures. A dated written record means that if a sibling questions a delay, the conversation starts from what was decided and why.
Yes. You can work through your checklist, open the vault, and log decisions from your phone, including dictating an entry instead of typing.
Family Complete is $39/month and includes the decision log, trustee checklist, and scheduled family reviews. Family Start is $19/month if you only need the shared plan basics.
Start a transfer and give your executor and trustee the plan they will need.