For Wealth Advisors
Estate settlement shouldn't unravel financial plans.
$1.4 trillion transfers from Boomers to Gen X every year. When your client passes, the heirs take the money and leave—unless you're the one who helped them through the hardest part.
Sound familiar?
Asset preservation during probate
Market volatility, tax deadlines, distribution timing. Probate creates risk that can erode the portfolio you built.
Client family communication
The spouse doesn't know you. The kids have their own advisor. The relationship you spent years building is at risk.
Post-death account transitions
Beneficiary claims, account retitling, distribution paperwork. It's a compliance nightmare that falls on your desk.
How Afterpath helps
Asset tracking dashboard
Monitor estate assets, flag accounts needing attention, and track distribution status alongside your portfolio tools.
Explore Task Management →Compliance alerts
Automated alerts for tax deadlines, required minimum distributions, and account transfer windows. Never miss a critical date.
See Compliance Engine →Beneficiary coordination
Connect with heirs through a shared platform. Be the advisor who helped them through the transition—and earn the next generation.
Explore Document Vault →Portfolio transition tracker
"When my client passed, I was able to help the family through the estate process. Both kids stayed with me. That's $1.2M in retained AUM."
— Wealth Advisor, CFP
Ready to get started?
Join the waitlist and we'll set you up based on your situation. Only 63 spots remaining.
Questions advisors ask
By being the advisor who helped them through the hardest part. Afterpath positions you as a trusted guide, not just a portfolio manager.
We're building integrations with major custodians. For now, Afterpath tracks the transition process alongside your existing tools.
Afterpath tracks deadlines and generates documentation, but you remain the advisor of record. We support your compliance workflow, not replace it.
Only what families choose to share. You can collaborate on estate tasks while maintaining appropriate information barriers.
Be the advisor who helps families through the hardest part.
Join as a founding advisor partner—first year free.