Shared Family Plan
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.
The documents may be signed. The Shared Family Plan is where the people named in them learn what they say and what to do.
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.
Susan · Co-grantor, spouse
People & roles
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.
Marcus · Plan summary only
Plan visibility
Schedule a family walkthrough and send the invitations from the plan. A date on the calendar turns an intention into a conversation that happens.
Review · Family Plan Walkthrough
Family reviews
Most grantors finish the first pass in one sitting.
Name your plan and tell us you are the grantor. Enter the details of your revocable living trust.
Add your spouse, your executor, and each beneficiary. Set each person's visibility to plan summary only.
Read the summary of who is in charge and what each person will see. Preview the heir view before anyone is invited.
Pick a date for the walkthrough and send the invitations.
See how complete the plan is and which invitations are still pending.
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.
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.
Each invitee gets a role-specific view with their own first task. You can see who has accepted and who is still pending.
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.
Family Start is $19/month and Family Complete is $39/month. Family Complete adds the decision log and scheduled family reviews.
Start a transfer and let the people named in your plan finally read it.