Start a transfer

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.

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Choose the plan that fits your family or your practice

Family Start

$19

per month

  • 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

Recommended

$39

per month

  • Everything in Family Start, plus:
  • Permissioned access by role (grantor, heir, trustee, advisor)
  • Task checklists for each role with due dates
  • Scheduled family review reminders
  • Decision log recording why distributions differ or trustee actions were taken
Choose Family Complete

Advisor Essentials

$199

per month

  • 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

$499

per month

  • 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

$2000

per month

  • 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

FeatureFamily StartFamily CompleteAdvisor EssentialsAdvisor ProEnterprise
Shared family plan with intent, roles, and next actions
Family members on the planGrantor plus up to 3 family membersUnlimitedPer client familyPer client familyPer client family
Family plans included1 household plan1 household plan20 active family plansUp to 75 active family plansUnlimited
Document and contact map
Plain-language letter of intentTemplate
Decision log recording why distributions differ
Heir and trustee task checklists
Scheduled family review reminders
Co-branded family workspace and advisor dashboardWhite-labeled with firm branding
CRM integration, audit trail, and SSOCRM integration and audit trailCustom 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.

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