Plans for every transfer

Pricing for one shared family plan

Start with the household plan that fits your family, or give your clients a co-branded workspace. Every plan helps the people giving wealth and the people receiving it work from the same plan.

Start a transfer Book an advisor demo

Choose the plan that fits your family or your practice

Family Start

$228

per month, billed annually

Step-by-step intent capture for the grantor
Role assignment for spouse, heirs, executor, and trustee
Shared plan dashboard visible to all named participants
Plain-language summary of the transfer plan for non-attorney family members

Choose Family Start

Family Complete

Advisor Essentials

$2388

per month, billed annually

Firm branding and custom domain
Bulk family plan invites for up to 20 households
CRM and document-platform integrations
Compliance audit trail for trustee and advisor actions

Choose Advisor Essentials

Advisor Pro

$5988

per month, billed annually

Everything in Advisor Essentials, plus:
Prompted questions covering values, unequal distributions, and trustee guidance
Version history so updates are visible to all parties
Shareable to heirs with grantor-controlled timing
Unlimited family plan invites for the firm

Choose Advisor Pro

Enterprise

$24000

per month, billed annually

Everything in Advisor Pro, plus:
Single sign-on and role-based access controls
Full audit trail exportable for compliance review
API connections to major custodians and CRM platforms
Custom implementation support and SLA

Contact sales

What each plan includes

Feature	Family Start	Family Complete	Advisor Essentials	Advisor Pro	Enterprise
Shared family plan with intent, roles, and next actions
Family members on the plan	Grantor plus up to 3 family members	Unlimited	Per client family	Per client family	Per client family
Family plans included	1 household plan	1 household plan	20 active family plans	Up to 75 active family plans	Unlimited
Document and contact map
Plain-language letter of intent	Template
Decision log recording why distributions differ
Heir and trustee task checklists
Scheduled family review reminders
Co-branded family workspace and advisor dashboard				White-labeled with firm branding
CRM integration, audit trail, and SSO				CRM integration and audit trail	Custom integrations, audit trail, SSO, and API access

Questions families and advisors ask before they start

Can I try Wealth Transfer before I pay?

Yes. Family Start and Family Complete come with a 14-day free trial and no credit card is required to begin. You can start a transfer, assign roles, and see what each person will see before you choose a plan.

How is this different from the attorney who drew up my trust?

Wealth Transfer works alongside your attorney or advisor, not in place of them. Your attorney handles the legal documents; Wealth Transfer gives your spouse, heirs, trustee, and advisor one place to see the plan, their roles, and the reasoning behind your decisions.

Do my children need to pay or create an account to see the plan?

No. Heirs get a plain-language email invitation with a single link, and you decide what each person can see. Family Start covers you and up to three family members, and Family Complete has no limit on family members.

What kind of information do I put into the app?

Wealth Transfer stores roles, your stated intent, and a permissioned map of where documents and accounts are kept. It does not ask for account credentials. You control who is invited and what each person sees.

When should I move from Family Start to Family Complete?

Choose Family Complete when you have a trust, more than one heir, or a named trustee, and you want the decision log, heir and trustee checklists, and scheduled family reviews. Many families upgrade when a second family member joins the plan.

What does an advisor plan cost per client family?

Advisor Essentials is $199/month and includes 20 active family plans, which works out to about $10 per family each month. Advisor Pro is $499/month for up to 75 active family plans with white-labeling and CRM integration. Annual prepay includes two months free.

Give your family one clear plan

Start a transfer in minutes and see what your spouse, heirs, and trustee will see before you invite anyone.

Start a transfer