Financial Accounts & Assets
Map every financial account — bank accounts, investments, retirement funds, crypto, insurance policies, pensions, and rental income. Assign beneficiaries with precise allocation percentages.
Financial Overview
18 Accounts TrackedEvery Account, Every Institution
From checking accounts to cryptocurrency wallets, get a complete financial picture with beneficiary allocations and transfer instructions for every asset.
Complete Financial Picture
Aggregate view across all institutions — banks, brokerages, retirement funds, crypto exchanges, and insurance providers in one dashboard.
Beneficiary Allocation
Precise percentage-based distribution across accounts. Assign different beneficiaries to different accounts with clear allocation rules.
Real-Time Monitoring
Integration with financial aggregation APIs keeps account balances and status current, ensuring the estate plan reflects reality.
Transfer Instructions
Detailed step-by-step instructions for each account type, including required forms, contact numbers, and typical timelines.
Common Scenarios
See how estate professionals map and manage financial accounts across institutions for their clients.
Family Office
Mapped a complete financial picture across 18 accounts at 7 different institutions, providing a unified view for estate planning.
- 18 accounts across 7 institutions consolidated
- Total estate value tracked in real-time
- Beneficiary allocations set per account with percentage splits
Retirement Planning
Connected 4 retirement accounts with precise beneficiary splits, ensuring pension, 401(k), IRA, and annuity distributions are coordinated.
- 4 retirement accounts linked with beneficiary designations
- Percentage-based splits configured for each account
- Tax implications documented for each transfer type
Multi-Asset Estate
Coordinated bank, brokerage, crypto, and real estate accounts with different beneficiaries, eliminating confusion during settlement.
- Bank and brokerage accounts assigned to spouse
- Crypto wallets with recovery instructions for adult children
- Real estate properties linked to trust documentation
Ready to Map Your Clients' Financial Accounts?
Get a complete financial picture across every institution, with beneficiary allocations and transfer instructions that save months of settlement work.
Schedule a Demo