Wealz transfer simplified

Wealz is a bespoke platform designed to support families in managing inheritance and wealth transfer, providing peace of mind and financial security for generations to come

Our services

Manage all your legacy in one place

 

Administrative tasks

Death certificates

Last will

Insurance certificates

Pensions & subsidies

Document legalization

Change of ownership

Power of attorney

More info

Succession procedures

Tax/legal queries

Inheritance

Will

Interpersonal mediation

Equity planning

 

 

More info

State planning

Real state agency

 

 

 

 

 

 

More info

Family wellbeing

Mourning aid & resources

 

More info

Digital presence

Digital footprint & reputation

Subscription halts

More info
Request a demo

Some of the tools at your disposal

  • Calendar with milestones, tasks and key dates to guide you all the way
  • Automatized calculation of inheritance values (real estate, liquid assets, life insurance, shares, etc.)
  • Estimation of tax implications and optimization schemes
  • Care managers available on chat 24/7 to provide support
Example of app
Try it for free
Team
Miquel Cendra, CEO at AGI (family office)

How can Wealz support families?

It is an industry game changer. The transparency, the time and resource saving are definitely worth the while. Families are finally coming to terms on equitable outcomes!

Check out a real business case
Become an early adopter and claim your benefits

FAQs

It's likely someone has been here before. Search the frequently asked questions for an answer. If you can't find it, contact us!

Can I contract for standalone or combined services?

Yes, you can choose standalone or combined services. We offer flexible options to fit your needs

What is the individual cost of each service?

The cost of each service varies depending on your specific needs. We’ll provide a clear, personalized quote after understanding your situation

Can I see a demo of the service?

Yes, we offer demos of our services so you can experience how they work before making a decision

What is your track record on estates planning?

We have a strong track record in estate planning, with years of experience guiding families through personalized, thoughtful solutions that reflect their values and wishes

 

Are services offered 100% online?

Yes, all our services are available 100% online for your convenience and accessibility

Which portal would you like to access?

Select your portal to log in.

Portal Colaboradores Portal Familias