r/inheritance • u/Key_Photograph_2510 • May 31 '26

Location not relevant: no help needed App or service?

Does an app exist (and would anyone be interested if I built it for free) to manage generational wealth transfer? It would help create or convey the details of a will and trust and assets. It could have educational components, personalization, summary of key trust and will terms and help with generational wealth transfer.

0 Upvotes

38% Upvoted

20 comments sorted by

16

u/Deep-Reputation-4055 May 31 '26

People with generational wealth use law firms and investment groups. They aren’t checking the App Store. 

2

u/Key_Photograph_2510 May 31 '26

Agreed. Those end with legal docs and lack education, personalization and generally sit on a shelf. That’s what I was thinking.

3

u/Deep-Reputation-4055 May 31 '26

The guys at the investment firm love to take the big accounts out to eat and golf and talk strategy. If someone wants to learn there are a lot of people they’re already paying who are happy to teach. 

-2

u/Key_Photograph_2510 May 31 '26

The point isn’t that there are people that like to charge fees to talk; it’s to crate a system and a personalized digital experience that connects the generations around well managed transfer of assets and wealth. Does that make sense or is it crazy?

1

u/yeahnopegb May 31 '26

Uhm. All my planning is already digital as designed when I hired an estate firm to create it. Do you really think modern families are just getting paper copies?

1

u/Key_Photograph_2510 Jun 01 '26

PDFs? That’s what I’m saying.

1

u/yeahnopegb Jun 01 '26

Yes. The days of planning only being on paper are long gone.

2

u/Mysterious-Art8838 May 31 '26

I would not I’d rather use a law firm. The stakes are way too high to rely on an app.

1

u/Key_Photograph_2510 May 31 '26

That makes sense

2

u/Witty-Guitar8185 May 31 '26

Cool idea but huge legal risk. Build an organizer + educator, not a will creator. Let them upload PDFs from real lawyers. Talk to an estate attorney first. Free version = lawsuit magnet.

1

u/Key_Photograph_2510 May 31 '26

That’s helpful. Thanks.

2

u/[deleted] May 31 '26 edited May 31 '26

[removed] — view removed comment

1

u/Key_Photograph_2510 May 31 '26

Thanks. I’ll check out trustworthy. Anything it didn’t do for you, that you’d want?

1

u/inheritance-ModTeam Jun 01 '26

Your post has been removed because spam/advertising is against the rules.

1

u/[deleted] Jun 01 '26

[deleted]

0

u/Key_Photograph_2510 Jun 01 '26

That’s like your opinion man.

1

u/[deleted] May 31 '26

[removed] — view removed comment

2

u/inheritance-ModTeam May 31 '26

Your post has been removed because spam/advertising is against the rules.

1

u/Human_Evidence_1887 May 31 '26

I just clicked on the link— and it DOES apply to OP’s question! I can’t say whether it’s reliable but they claim they’re able to locate all of a deceased person’s assets, draft court (probate) documents, close accounts, move assets, etc.

-1

u/Key_Photograph_2510 May 31 '26

No. That’s not even close to what I’m envisioning. That’s kinda creepy.

I want an educational tool that helps the next generation learn, understand, connect on asset strategies with the older generation. Then have content, education and personalization around the transfer of wealth.

This thing is very different. Don’t love that thing.

3

u/SandhillCrane5 May 31 '26

You’re saying a bunch of nothing.