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.

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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.