Trusted Networks: Your Inner Circle

Gain peace of mind and protect your loved ones by integrating family members, heirs, trustees, and beneficiaries into the estate planning process.

Create Trusted Networks

Individuals and families can define trusted advisor networks based on the nature of the relationship and the required level of collaboration. WealthBook makes it easy to include your financial/wealth advisor, estate attorney, tax attorney, CPA, real estate broker, insurance broker, and other advisors in your Trusted Network.

Integrate Family Members

Through Trusted Networks, individuals and families can easily integrate family members, heirs, trustees, and beneficiaries that are critical to their estate.

Enable Advisor Collaboration

Empowering your trusted advisors to effectively collaborate can help you successfully manage all aspects of financial, estate, and investment planning. WealthBook makes it easy to understand what your advisors are doing on your behalf.

Next, learn about collaboration, or working with your team of professional advisors in a secure, online environment.