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For RIAs and estate attorneys

Finish the plan your PDF can't.

Wealth Transfer gives you a co-branded family workspace where your clients, their heirs, and their trustees work from one plan. You stay the trusted center of the family, and the conversation doesn't end when the documents are signed.

Book an advisor demoSee pricing

The plan is signed. The family still isn't ready.

  • You hand over a 40-page PDF

    Truist found only 42% of families who say planning matters do the supporting work. Your best advice sits in an attachment nobody reopens.

    On the shared list

  • You are the only one who's read it

    When a client has a stroke, the adult children call you first. They don't know the attorney's name, where the power of attorney is filed, or who is in charge.

    On the shared list

  • Heirs are strangers to your firm

    Heirs and spouses often meet their parents' advisor only after a death. Putting them in the plan while the client is alive is how you earn their trust early.

    On the shared list

  • Follow-up eats your week

    Reminder emails and Word-template task lists go unanswered, and you have no way to see who has acted without making another call.

    On the shared list

A client-ready workspace, not another portal for you to maintain

Deploy it at document signing and let the family do the work. You see progress without chasing it.

Co-branded family workspace

Invite the couple, their adult children, and the named trustee into one shared plan under your firm's name. Each person sees a role-specific view with only the tasks and permissions that fit them.

Castellano pilot household · Active

  • Your firm's branding on the family workspace
  • Role assignments for grantor, spouse, heir, trustee, and advisor
  • Clients control what each person can see

Advisor Client Workspaces

  • Castellano pilot householdActive
  • Tasks complete2 of 5
  • Invitations accepted3
  • Daughter's roleSuccessor Trustee

Post-signing tasks that track themselves

Assign clients tasks such as uploading the signed trust or confirming beneficiaries, and watch them get completed asynchronously. Replace the Word-template follow-up email with a checklist the family can actually finish.

Upload the signed trust · Complete

  • Task checklists for each role with due dates
  • Scheduled family review reminders with agenda templates
  • Advisor join link so you can co-facilitate reviews

Household task status

  • Upload the signed trustComplete
  • Confirm beneficiariesIn progress
  • Name executor and trusteeComplete
  • Family reviewScheduled

A written record that protects everyone

The decision log records why distributions differ and what a trustee may and may not do. When a family member questions a choice, the answer is a dated entry rather than competing memories.

Entry · Why the shares differ

  • Grantor intent captured in plain language
  • Release timing the grantor controls
  • Fewer disputes built on assumptions

Decision Log

  • EntryWhy the shares differ
  • Linked toTrust section
  • VisibilityRelease at family review
  • StatusRecorded

From signed documents to an aligned family

Most advisors can bring their first household in during a single sitting.

  1. 1

    Book a short demo

    See a co-branded workspace with a sample family so you know exactly what your clients will see.

  2. 2

    Set up your firm

    Add your branding and choose Advisor Essentials or Advisor Pro. Essentials includes 20 active family plan invites.

  3. 3

    Open a family workspace

    Enter the client couple's trust details, invite their children and trustee, and assign the first tasks.

  4. 4

    Watch the family engage

    See which households have accepted invitations and completed tasks, then reach out only where a family has stalled.

  5. 5

    Hold the family review

    Use the agenda template and join the call, so the whole family hears the plan from the person they trust.

Questions advisors ask first

Does Wealth Transfer replace my estate attorney or my planning software?

No. Wealth Transfer is the coordination layer beside licensed counsel. It records the grantor's intent and links to documents the attorney prepared, and it does not draft or execute legal documents or give legal, tax, or investment advice.

Will my older clients actually use it?

Adult children and other heirs are the primary active users. The grantor mainly approves roles and reviews a summary, which you can walk through in a short screen share.

What does it cost?

Advisor Essentials is $199/month and includes 20 active family plan invites, which works out to about $10 per family. Advisor Pro is $499/month for growing firms and includes up to 75 active family plans, white-labeling, and CRM integration.

What client information does the app hold?

It stores a permissioned map of roles, contacts, and where documents and accounts live, not account credentials. The client decides who sees what, and you can see the access settings for each family you manage.

What if an heir can't get in after accepting?

In your client workspace you can check each person's role, change it, and resend an invite. If something still looks wrong, contact advisor support with the family name and we'll help sort it out.

Can I try it before committing?

Yes. Book a demo and we'll show you a co-branded workspace pre-loaded with a sample family, so you can judge it against your own client conversations.

Give every client family one plan.

Book a short demo and see the co-branded workspace your clients and their heirs would use.

Book a demo