One shared view
The people involved can see the same transfer, without a second private copy.
Wealth Transfer
A clear path for the wealth that is changing hands
Families, trusts, and individuals can see a transfer through, as about $74 trillion moves over the next 10 years.
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 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.