Perspective, Productivity, and Peace of Mind at Your Fingertips

Getting your estate in order is easier than you think. WealthBook provides a streamlined way to secure your critical estate-related content and to work with your trusted advisors. Empowering your trusted advisors to work on your behalf can help you efficiently manage all aspects of financial, estate, and investment planning.

WealthBook will allow you to efficiently perform tasks that once were time-consuming:

• Organize and store all critical content in one place: the WealthBook eVault. You’re in control with permissions-based access for your trusted advisors.
• Integrate family members, heirs, trustees, and beneficiaries into estate-planning.
• See complete snapshots of your wealth and estates.
• Enable collaboration between your advisors—financial/wealth advisors, estate advisors, tax advisors, insurance advisors, banking/mortgage lending advisors, real estate advisors, and more. This can help you achieve your retirement objectives and the preservation of your wealth.
• Use online collaboration to define estate trustees, beneficiaries, and executors; streamline monthly, quarterly, and annual activities through automated workflows; and monitor advisor activities.

Learn about WealthBook's features and how we're helping families and individuals gain perspective, productivity, and peace of mind.