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For families planning an inheritance

Inheritance and gifting decisions are easier when the underlying records are clear. Wholekin gives you and your advisors one place to see what's there.

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Planning an inheritance

Get the documents, valuations, and ownership history organized before the conversations with the lawyer and accountant.
Attach documents and history directly to the asset they belong to.
Keep ownership and family relationships clear across generations.
Build a record you'll come back to year after year as plans evolve.

Valuations, deeds, and ownership history are spread across advisors, folders, and spreadsheets.

Transferring an asset gets stuck when the paperwork is incomplete or out of date.

Planning meetings get spent piecing together facts instead of weighing options.

For families planning an inheritance

Get the documents, valuations, and ownership history organized before the conversations with the lawyer and accountant.

Assets, documents, and known obligations sit in one connected view.

Your advisor shows up prepared, not asking basic questions.

Decisions about succession and taxes start from a clear picture.

Related solutions

Helping parents get organized

Retiring, downsizing, or thinking about what happens next — get the records, accounts, and decisions on paper.

Family offices

Give your team one shared place for the principal's records, advisors, decisions, and history — instead of email threads and personal notes.

Buying or selling something valuable

A car, a watch, a piece of art — keep the receipts, photos, and history together so it's easy to sell, insure, or pass on later.