Start a transfer

Shared Family Plan

One plan your whole family can see

Fidelity's 2025 Family and Finance Study found 68% of parents had not told adult children what they will inherit. The Shared Family Plan puts your intent, roles, and next actions where everyone named in the plan can read them.

Start a transferSee how it works

Everyone reads the same page

The documents may be signed. The Shared Family Plan is where the people named in them learn what they say and what to do.

Roles, intent, and next actions

You name the plan, choose your trust type, and add your spouse, executor, trustee, and beneficiaries. The plan shows who is in charge, what you intend, and what happens first.

  • Assign spouse, executor, trustee, heir, and advisor roles
  • Capture your intent in plain language
  • See next actions for each person
People & roles

Susan

Co-grantor, spouse

  • MarcusExecutor
  • JordanBeneficiary
  • AdvisorNot yet invited

You control what each person sees

Set visibility for each role, such as plan summary only, before you release anything more. Preview what an heir will see before any invitation goes out.

  • Set visibility per person and per role
  • Preview the heir view before you send
  • Hold the full vault until you choose to release it
Plan visibility

Marcus

Plan summary only

  • JordanPlan summary only
  • Full vaultHeld by grantor
  • Heir previewReady to review

A family review on the calendar

Schedule a family walkthrough and send the invitations from the plan. A date on the calendar turns an intention into a conversation that happens.

  • Schedule a Family Plan Walkthrough
  • Invite everyone from the plan
  • Add decisions to the agenda
Family reviews

Review

Family Plan Walkthrough

  • DateThree weeks out
  • Invitations3 sent
  • AgendaRoles, documents, open tasks

Build and share your plan in five steps

Most grantors finish the first pass in one sitting.

  1. 1

    Start a transfer

    Name your plan and tell us you are the grantor. Enter the details of your revocable living trust.

  2. 2

    Add the people in your plan

    Add your spouse, your executor, and each beneficiary. Set each person's visibility to plan summary only.

  3. 3

    Review the plan summary

    Read the summary of who is in charge and what each person will see. Preview the heir view before anyone is invited.

  4. 4

    Schedule the family review

    Pick a date for the walkthrough and send the invitations.

  5. 5

    Check your dashboard

    See how complete the plan is and which invitations are still pending.

Questions before you start

Does this replace my attorney or my trust documents?

No. Wealth Transfer works alongside your attorney and your signed documents. It does not draft or execute legal documents; it is where your family sees the plan, the roles, and your intent.

What will my heirs see, and when?

You decide. Set each person to plan summary only and preview the heir view before you send an invitation. You release the full vault when you are ready.

Do the people I invite need to do much?

Each invitee gets a role-specific view with their own first task. You can see who has accepted and who is still pending.

Is the plan only for the grantor?

No. Spouses, heirs, trustees, and advisors all work from the same plan, each with the access you set. Advisors can also open a co-branded family workspace for their clients.

What does it cost?

Family Start is $19/month and Family Complete is $39/month. Family Complete adds the decision log and scheduled family reviews.

Give your family the plan

Start a transfer and let the people named in your plan finally read it.

Start a transfer