Heirs haven't been told
Fidelity's 2025 Family and Finance Study found 68% of parents had not told adult children what they will inherit.
How it works
Start a transfer, assign roles, record your intent, and invite the people who need to know. Everyone ends up working from the same plan before a crisis forces the conversation.
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, not taxes or legal mistakes.
Wells Fargo found 61% of adult children reported hurt feelings, fairness fights, estrangement, or legal battles tied to inherited wealth.
Wealth Transfer sits beside your attorney or advisor. It coordinates the plan; it does not draft or replace your legal documents.
You name the plan, assign each person a role, and decide what each of them can see. Spouse, heirs, trustee, and advisor all work from the same record instead of separate verbal versions.
Susan, spouse
Co-grantor
The decision log records why distributions differ, in your own words. You choose when each entry is released, so you can introduce it yourself at the family review.
Entry
Why the shares differ
Executors and trustees get an ordered task list and a map of where documents and accounts are kept. The vault stores a map and references, not account credentials.
Locate and secure accounts
In progress
Most people finish the first pass in a single sitting and fill in the rest over time.
Name your plan and tell us whether you are the grantor or an executor. Add the basics of your trust or will.
Invite your spouse, heirs, trustee, and advisor, and set what each person can see.
Upload or link the signed documents, tag where accounts live, and record why your decisions were made.
Check the heir view yourself first, then send invitations when you are ready.
Schedule a walkthrough with an agenda, log what was decided, and keep the plan current each year.
No. It works alongside your existing trust and your attorney or advisor. Wealth Transfer coordinates the plan and does not draft or execute legal documents.
Invitees receive a plain-language email invitation with a single link. You control what each person sees, and you can see who has viewed the plan.
Yes. You can preview what each heir will see and set entries to release at the family review. Nothing reaches your heirs until you send invitations.
It stores a map of where documents and accounts are and who is in charge, not account credentials. Access is permissioned by role.
Family Start is $19/month and Family Complete is $39/month, and both include a 14-day free trial. Advisors can deploy it to client families starting at $199/month with Advisor Essentials.
Yes. Choose that you are an executor, enter the plan details, and work through the ordered checklist. You can also log decisions and invite a co-executor.
Start a transfer today and bring the people who matter into the same plan.