Wealth Transfer Solutions for Retention | Carefull

Wealth Transfer Solutions

Build relationships before money moves.

Grow and retain relationships with a complete financial safety platform designed to protect clients today and build trust across generations.

One platform builds trust across generations.

Legacy Kit
Carefull LegacyKit seamlessly discovers, collects and assembles crucial documents, account details, contacts, and instructions for surviving family members.

Trusted Contacts
Trusted Contacts allow spouses, adult children, caregivers, and family members view-only visibility while introducing them to your organization.

Secure Sharing

Carefull Covers Two
Users can gift additional Carefull protection to a spouse, aging parent, adult child, or other family member. Your FI then begins an impactful relationship with someone new.

Be the hero to spouses and the next-gen after the passing of a loved one.

Carefull LegacyKit is a secure digital solution that automatically and seamlessly collects essential, hard-to-find financial information and ensures it reaches loved ones when it’s needed most.

Automatic setup in minutes

Clients can begin building their LegacyKit in just a few clicks. When financial accounts are connected to Carefull to protect them, the platform automatically assembles:

Guided assistance for the rest

A simple checklist walks clients through adding passwords & PINs, key documents (will & trust, POA, deeds), trusted contacts, safe-deposit box info, devices, and more.

Everything the next generation needs

When the time comes, LegacyKit effortlessly surfaces everything: utilities, passwords, donations, alarm codes, forgotten insurance policies, and even the gardener’s name — pulling the most current information so it’s never outdated.

Bills
Mom had 18 bills for an average monthly total of $3,240

Carefull Trusted Contacts

A simple way to invite family and caregivers into the circle of protection.

Clients can add the people they already rely on as Trusted Contacts inside Carefull. Once invited, Trusted Contacts can help provide another layer of oversight without taking control of the account.

Invite Trusted Contacts easily

A simple guided flow lets clients select who they want involved and how they want them to help, creating a natural way to bring family into the circle of financial safety.

Trusted Contacts

Supportive oversight without overreach

Clients stay in charge, while Trusted Contacts get the visibility they need to help sooner, before a small concern becomes a larger financial problem.

My Trusted Contacts

Carefull Protects Two People

One benefit. Two protected people. More family connection.

Carefull includes protection for two people. A spouse, partner, adult child, caregiver, or loved one then gets to experience firsthand your organization’s brand and mission.

Extend protection to a second person

A simple set-up flow lets clients choose who else they want to protect, creating an immediate path to expand the relationship beyond the primary account holder or client. These added loved ones then have their own experience, separate and private from the first user.

Who will Carefull protect?

Caregivers can manage others

The gifted protection can also be fully managed on behalf of a loved one in need of support. A caregiver can set up protections, receive alerts, and handle issues that need attention, while the loved one benefits from Carefull without needing to log in.

Protect the client. Build the family relationship.

Older clients and account holders often represent deep trust, long-standing relationships, and meaningful assets. They are also the bridge to the next generation: spouses, adult children, caregivers, and trusted contacts already involved behind the scenes.

Carefull Captures Wealth Transfer

Carefull helps you build trust earlier by protecting older clients, supporting the family around them, and creating meaningful connection points before money moves.