One shared view
The people involved can see the same transfer, without a second private copy.
Families, trusts, and heirs
One plan for the transfer
The people giving and receiving wealth can see who is involved, what is decided, and what is still open, as about $74 trillion changes hands.
Example firms beside a household transfer
- Northline
- Harbor & Co
- Fieldstone
- Lumen Trust
The hard part is coordination
Decisions live in different inboxes and folders.
Heirs and trustees are not always looking at the same list.
The next step is easy to lose.
A shared record, then a next step
A short record
What was decided stays written down next to the people it concerns.
A next step
Each open item names who it is waiting on.
What the household can see
The same names, accounts, and documents that live in the workspace.
Everyone sees the same list
Heirs, trustees, and the family stop keeping three private copies.
- One household workspace
- Roles stay visible
- No second inbox
People on this transfer
- Ada LorneFamily
- Jules OrtegaTrustee
- Mina ChoAdvisor
The record sits with the decision
Accounts and amounts stay beside the people they concern.
- Amounts stay visible
- A beneficiary on each account
- A date on the last change
Lorne household
- Estate value$4.2M
- Accounts12
- Plan complete68%
Every open item has an owner
A step without a name and a date does not stay on the list.
- An owner
- A date
- Done or still open
Still open
- Confirm the household listAda Lorne
- Trustee reviews the open listJules Ortega
Documents sit with the step
The will, the trust, and the signature request are not in a separate folder.
- Status on each file
- Next to the person who needs it
On file
- Family trustSigned
- Household willDraft
- Beneficiary formWaiting
Three steps, then the open list
Start a transfer, invite the people it concerns, and keep the open items in one place.
- 1
Start
Name the transfer and the people who should see it.
- 2
Invite
Family members and trustees join the same record.
- 3
Track
What is done and what is still open stays on the page.
What example households say
We finally see the same list, instead of three inboxes.
The open steps have an owner and a date. That was the missing piece.
I can tell my brother what is decided without a long call.
Before you start a transfer
Who is this for?
Families, trusts, and the people named on a transfer, including heirs and trustees.
Does this replace the attorney?
No. It keeps one list so the attorney, the trustee, and the family are looking at the same steps.
Can an heir see every note?
An heir sees the transfer they were invited to. Notes stay with the people who wrote them.
What if the money is not moving yet?
Start with who is involved and which documents exist. Nothing is transferred from this page.
Start with the people already named
A household workspace for the transfer, with the accounts and documents in one place.