You learn the plan too late
Fidelity's 2025 Family and Finance Study found 68% of parents had not told adult children what they will inherit. Most heirs start from an information deficit.
For heirs and trustees
Wealth Transfer shows you where the documents are, who is in charge of what, and which task comes first, so you are not piecing it together under pressure.
Fidelity's 2025 Family and Finance Study found 68% of parents had not told adult children what they will inherit. Most heirs start from an information deficit.
The Williams Group attributes 25% of wealth-transfer failures to unprepared heirs. Not knowing your role or where assets sit costs time you do not have.
Wells Fargo found 61% of adult children reported hurt feelings, fairness disputes, estrangement, or legal battles tied to inherited wealth. Without a written record, every family call can feel like an accusation.
Built for the person who has to carry out the plan, not just the person who wrote it.
Record where the will, trust, accounts, policies, and property titles live, and who has authority over each. Wealth Transfer stores a permissioned map, not account credentials.
Will and trust summary
Located
Tasks are sorted by due date, so you know what to do first and what cannot be missed. Assign tasks to a co-executor, who sees only what is assigned to them.
Notify creditors
Complete
Log why you delayed a distribution or sold an asset, with the date. When a sibling asks, you can point to the plan instead of defending your memory.
Decision
Delay first distribution until creditor notices are done
You can start with what you have and fill in the gaps over time.
Follow the link in your invitation email, create your login, and land in a plan where your role is already set.
Upload the will and trust summary and add accounts from paper statements. Mark anything you cannot place yet as unknown.
Complete tasks in order, assign some to your co-executor, and invite your advisor or attorney into the same workspace.
Write down why each decision was made and share a family review with your siblings, so everyone is reading the same page.
No. Wealth Transfer stores a permissioned map of where documents and accounts are, not the credentials themselves. Role-based access means only the people you invite see what you share.
Co-executors and heirs can be invited with a single link and can view the shared plan without creating their own account. You control what each person sees.
The attorney holds the legal documents. Wealth Transfer gives your family the operational layer: the checklist, the decision log, and the asset map. It sits alongside your attorney, not in place of them.
Family Complete is $39/month, and there is a 14-day free trial. When the estate closes, you can turn the workspace into your own family's transfer plan so your children are never in your position.
No. It is a coordination layer that records plans, roles, tasks, and decisions, and it does not draft or execute legal documents. Questions about the law in your state still belong with a licensed attorney.
Start a transfer and give yourself and your family one place to see what exists, who is in charge, and what comes next.