The trust is signed but not funded
The documents say one thing; the account titles say another. Nobody checks until it matters.
For families with trusts
Trusts, heirs and advisers, finally on the same page
Revocable and irrevocable trusts, entities they own, heirs to prepare, and an attorney, a CPA and an adviser who each see part of the picture. WealthCEO maps the whole structure and gives each person the view they need.
- Trust funding gapA brokerage account is titled to you, not the trustNeeds you
- Attorney access ends FridayLegal area only, as you set itWatching
- Quarterly family meetingAgenda and decisions capturedDone
Sound familiar?
What gets hard at this stage
Everyone sees a different part
Your attorney has the binder, your CPA the returns, your adviser the portfolio. No one sees the structure whole.
The next generation isn’t ready
Heirs who will inherit responsibility have never seen the picture, and there’s no safe way to show them part of it.
What WealthCEO does
The parts built for you
Plan
The structure, mapped
Trusts, the entities they own and who owns what, as one ownership map built from your ledger.
- Revocable and irrevocable trusts, including insurance trusts
- What sits inside and outside your estate
Plan
Trust funding and estate exposure
Each trust’s schedule checked against actual title, and your estate measured against the federal exclusion.
- Beneficiary and insurance review
- Educational prompts to take to your attorney
People
A view for every person
Heirs get a curated, read-only view. Your attorney, CPA and adviser see exactly the areas you choose, until the date you set.
- Every access change logged
- Only the owner reads the log
Plan
Family meetings that decide things
Agendas built from what needs attention, and decisions captured so they don’t get lost.
- Goals the whole family can see
- A record of what was agreed
WealthCEO never moves money, places trades, files or signs anything. It watches, suggests and prepares; you act. How we protect your household
Free tools
Try the math first
Each runs in your browser on your own numbers. Nothing you type is stored or sent.
Estate tax exposure calculatorYour estate against the federal exclusion, today and years from now, for a single person or a married couple.Exposure today and in the years aheadOpen the calculatorNet worth across entitiesList your trusts, LLCs and partnerships at their percentages and see your net worth at your share, with the ownership map.Net worth at your share and an ownership mapOpen the calculator
FAQ
Questions
Does WealthCEO draft trusts or give legal advice?
No. It maps your structure and gives you educational prompts to take to your attorney. Legal advice comes from your attorney.
Can an heir see only part of the picture?
Yes. An heir’s view is curated and read-only, limited to the areas and entities you choose.
Also for: Business owners · Real estate investors · CPAs, attorneys and advisers
Ask to join the private beta
We’re opening WealthCEO to a small number of households at a time. Tell us about yours.