Be the trusted person on your plan that lives.
When your clients have one place they own, beneficiaries stay aligned, trusts get funded, and you find out about drift in real time — not at probate. You stop chasing signatures and start practicing law.
Start with the client
The reason this works has nothing to do with you at first.
When a client finally has their entire financial life in one place they own — they feel different. Calmer. More in control. Ready to make decisions they've been putting off for years.
Their plan finally lives
Will, trust, POA, beneficiaries — all current, all in one place they own. Not in a binder on a shelf.
They feel taken care of
Discovery surfaces who they're protecting and why — so the documents you draft actually match their life.
Family is in the loop, on their terms
Spouse, executor, trustee — pillar-by-pillar access, revocable anytime. No more 'I'll explain it later.'
Funding actually happens
Drift alerts fire when trusts go unfunded or beneficiaries fall out of alignment. You catch it; the family doesn't get burned at probate.
They take action
Because they see the consequences in their own Hub. The hardest part — getting them to update — gets easier on its own.
What that does for your practice
Your status, elevated. Your job, easier.
Trust funding follow-through
Goes from ~40% to 95%. Clients see it on their Hub. The advisor sees it. You see it. Nothing falls between you anymore.
Invited day one when drift fires
Beneficiary mismatch, unfunded trust, life event — you're notified the moment it matters, not at the next quarterly review.
Intake meetings shrink
From 90 minutes to 20. You arrive with the unfunded trust, the beneficiary mismatch, and the brokerage allocation already on screen.
Real coordination with advisor & CPA
Tax decisions happen with you in the room. Estate decisions happen before the deathbed. You become the quiet center of gravity.
Plays nice with your stack
Plug their data into the tools you already use.
Push structured client data straight into the platforms you run. No rekeying. No PDF parsing. No "can you send it again in Excel."
- One-click export to your planning software
- Webhooks into your CRM
- Plaid for live balances — no chasing statements
- Branded Strategy Map PDFs you can hand the client
Connected workflows
Don't see yours? We export clean JSON / CSV — your IT person will thank you.
“Advisors used to email me a name and a phone number. Now they invite me into the client's Hub — I see the unfunded trust, the beneficiary mismatch, and the brokerage allocation before the first call. My intake meetings are 20 minutes, not 90.”
Pricing
$149 per seat. Volume discounts built in.
One transparent rate for every pro on your Triad — advisor, CPA, attorney, paralegal. 5+ seats save 10%, 10+ save 20%, 25+ save 30%. Founding 50 firms lock the rate for life.
See the calculatorBank-grade encryption
AES-256 at rest, TLS 1.3 in transit. SOC 2 aligned controls.
Client owns the data
They decide what you see, when, and for how long.
Educational, never salesy
Clients see their gaps. You bring the strategy. No high-pressure pitch.
Reg BI / SOC 2 ready
Audit log, granular grants, full export. Compliance-friendly.
Start running better meetings today.
You'll get a unique branded link (wealthscan.ai/a/yourcode) the moment you sign up — invite your first client in under five minutes.