Is your family's estate truly protected?
Most families with significant assets have never organized their estate in one place. Answer 7 quick questions and find out exactly where you stand — and what's putting your legacy at risk.
Do you have an up-to-date will?
Most people don't.
Can your family find your documents in an emergency?
Often the answer is no.
Do your advisors know each other?
Siloed advisors cost estates millions.
Platform
Everything your family needs
From linked accounts to shared documents, Golden Wealth brings every piece of your family's financial picture into one secure, organized place.
Connect your banks, brokerages, and retirement accounts via Plaid. Net worth updates in real time — grouped by account type, filterable at a glance.
Step through a structured will creation flow with AI assistance at each section — executors, asset distribution, guardianship, and final wishes.
Ask plain-language questions about your estate. Answers are grounded in your actual documents and account data — not generic advice.
Upload wills, deeds, policies, and tax records. Organized by category, encrypted at rest, and accessible only to authorized members.
Grant attorneys, accountants, and family members exactly the access they need — per section, per person, revocable at any time.
Maintain a verified directory of your attorney, CPA, financial advisor, and family members — with role notes and relationship context.
James Hartwell
Hartwell Estate
Linked Financial Accounts
Connect your banks, brokerages, and retirement accounts via Plaid. Net worth updates in real time — grouped by account type, filterable at a glance.
AI-Guided Will Builder
Step through a structured will creation flow with AI assistance at each section — executors, asset distribution, guardianship, and final wishes.
Estate AI Assistant
Ask plain-language questions about your estate. Answers are grounded in your actual documents and account data — not generic advice.
Secure Document Vault
Upload wills, deeds, policies, and tax records. Organized by category, encrypted at rest, and accessible only to authorized members.
Granular Family Access
Grant attorneys, accountants, and family members exactly the access they need — per section, per person, revocable at any time.
Trusted Contact Directory
Maintain a verified directory of your attorney, CPA, financial advisor, and family members — with role notes and relationship context.
How we’re different
The only tool built for both sides of the family
Golden Wealth is the only platform that combines document storage, financial visibility, and family access delegation in one place.
| Vault Apps | Budgeting Tools | Golden Wealth | |
|---|---|---|---|
| Document Storage | |||
| Built for Families | |||
| Financial Data Review | |||
| Delegation of Access |
Stories
Families who planned ahead
Estate planning isn't just about wealth — it's about clarity, protection, and the peace of knowing your family is cared for.
“We'd been putting this off for years. Golden Wealth made it approachable — we organized our entire estate in a weekend. Now our kids know exactly what's protected and why.”
Katherine & David Merritt
Two children · Portland, OR
“My attorney and accountant can finally see exactly what they need without me playing messenger. It's changed how we manage our family's financial picture entirely.”
Robert Ashford
Retired executive · Scottsdale, AZ
“After losing my father with no plan in place, I swore I'd protect my own family differently. Golden Wealth gave me the structure and confidence to finally do it right.”
Sarah Chen-Williams
Three generations · San Francisco, CA
Pricing
Simple, transparent pricing
Whether you're protecting your own family's legacy or managing estates professionally, there's a plan built for you.
Free
Get organized and explore the platform at no cost.
- 1 estate
- Up to 3 members
- Document vault (250 MB)
- Financial accounts tracking
- Contacts & notes
- Email support
Monthly
For families actively building and protecting their legacy.
- 1 estate
- Unlimited members
- Document vault (10 GB)
- Granular role permissions
- Priority email support
- Activity audit log
- Generational transfer tools
Lifetime
Pay once. Yours forever. Pass it on to the next generation.
- Everything in Monthly
- Lifetime access, no renewals
- Document vault (50 GB)
- White-glove onboarding call
- Dedicated account manager
- Early access to new features
- Transferable to heirs
All plans include a 14-day free trial on paid tiers. No credit card required to start free.