Your children haven't been told
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.
For families and grantors
Wealth Transfer gives you one shared workspace where your spouse, heirs, and trustee see the same plan, including the reasons behind your decisions. Start a transfer in minutes and decide what each person sees and when.
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.
Wells Fargo found 61% of surveyed adult children reported hurt feelings, fairness fights, estrangement, or legal battles tied to inherited wealth. A written reason keeps the conflict about a plan, not competing memories.
If you are the one who handles the accounts, your spouse may not know where things are or who is in charge. A printed summary in a safe only helps if someone knows to look.
The Williams Group attributes about 60% of wealth-transfer breakdowns to communication and trust failures, not taxes or legal errors.
You build it privately, review it, and release it when you are ready.
Start a transfer to name your plan, assign roles to your spouse, executor, trustee, and heirs, and map where documents and accounts live. Each person sees a view built for their role.
Susan
Co-grantor
The decision log records why distributions differ, so your family reads your rationale rather than guessing at it. A plain-language letter of intent gives you a place to begin.
Entry
Why the distribution to Jordan differs
Schedule a family review with an agenda, invite everyone, and keep the plan current as your family changes. Your executor also gets a clear checklist of what to do first.
Next review
Family Plan Walkthrough
Most grantors finish the first pass in a single sitting.
Name your plan and choose the structure, such as a revocable living trust. Begin as the only person who can see it.
Add your spouse, executor, trustee, and heirs, and set what each can see. Plan-summary-only is a common starting point.
Add your trust documents and record where accounts are held. Then explain any unequal distribution in the decision log.
See the plan the way each heir will see it before anything is sent. Then send invitations and schedule the family review.
Your attorney finished the legal documents. Wealth Transfer handles the part they cannot do for you: sharing your intent, assigning roles, and giving your family a place to understand the plan before a crisis.
Heirs get a plain-language email invitation with a single link, and you can see who has viewed the plan. That way you know the conversation actually happened.
Yes. You set visibility for each person and can preview what they will see before inviting them. Entries such as your decision rationale can stay hidden until the family review.
Wealth Transfer stores roles, intent, and document references rather than account balances. You can turn on two-factor authentication and review active sessions in your settings.
Family Start is $19/month and Family Complete is $39/month. Family Complete adds the decision log, scheduled family reviews, and heir task checklists. Annual prepay includes two months free.
No. It sits beside them. Wealth Transfer does not draft or execute legal documents, and your advisor can be invited into the plan.
Start a transfer today and let everyone you love work from the same page.