How Families and Individuals Use WealthBook

It addresses the challenges of managing, preserving, and directing wealth, and it’s easy to use.

	Enroll Professional advisors and their clients sign up to use WealthBook to improve the management of estates and wealth. WealthBook makes it easy for professional advisors to invite clients and for clients to invite advisors, beneficiaries, trustees, and more.
	Protect and Organize Clients and their professional advisors determine which estate planning, business, and personal documents to put into the WealthBook eVault. As critical content is securely stored in the eVault, access permissions are set for each item. Learn more about protecting and organizing your content.
	Create Trusted Networks These “inner circles” are created between clients and their professional advisors. Trusted Networks make it possible to securely collaborate—advisors with clients and households with family members, beneficiaries, and so forth. Learn more about Trusted Networks.
	Work Together Clients and their trusted advisors collaborate in a secure environment, managing wealth and estates with greater insight and efficiency. Staying organized, scheduling quarterly reviews, and any other estate-related task is streamlined and secure. Learn more about Working Together.
	Manage, Preserve Wealth With improved communication, efficiency, and insight, clients and their advisors can work together to manage and preserve wealth like never before.

For immediate access to WealthBook, just complete a simple online registration. After creating an account, WealthBook helps you invite your professional advisors as well as beneficiaries, trustees, and more.