Golden Wealth
You have the accounts, the house, the insurance. But if something happened tomorrow — could your family find it all? Would they know who your attorney is?
What you've built
401(k)
Life insurance
House
Will
…in a drawer somewhere
Golden Wealth closes the gaps — and gives your family access to everything when they need it.
4 minutes
average setup time
Free
to start — no credit card needed
7 areas
most families are missing at least 3
One place
for every document that matters
Linked Accounts
Connect your banks, brokerages, and retirement accounts. Net worth updates in real time. Your family sees exactly what exists — no hunting through statements.
James Hartwell
Hartwell Estate
Family & Advisor Access
Grant your spouse full access. Give your attorney view-only on legal documents. Give your accountant financial records only. Revoke or adjust at any time.
James Hartwell
Hartwell Estate
Access can be updated or revoked at any time
Trusted Contact Directory
Your family shouldn't have to figure out who to call. Keep your full advisor roster here, with role notes and firm info — accessible to whoever needs it.
James Hartwell
Hartwell Estate
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.
Monthly
For families actively building and protecting their legacy.
Lifetime
Pay once. Yours forever. Pass it on to the next generation.
All plans include a 14-day free trial on paid tiers. No credit card required to start free.
The full story