WILLPORT Holdings, Inc. connects financial activities, gifting, legacy-planning information and personal messages in one technology experience. Users can organize information and plan how they want to support the people they care about over time. Where trust services are used, an approved trustee holds and administers trust assets under the governing documents and applicable law. WILLPORT provides technology and general educational information and does not provide legal, tax, investment or financial advice.
The WILLPORTapp is designed with your convenience in mind. It's a user-friendly mobile app consolidating various finance-related and gifting applications into one easy-to-use platform. With the WILLPORT Multigenerational Super App, you can effortlessly handle tasks such as transferring funds, investing, sharing gifts, receiving inheritances, and creating memorable moments with your loved ones, all at your fingertips.
Plan an inheritance over time. WILLPORT helps you organize planned trust distributions and personal messages in one experience. Trust services are provided by an approved trustee. The experience is opening in stages.
With WILLPORTvouchers, wealth advisors collaborate with benefactors to gift trade or coach accounts for their beneficiaries. This empowers the next generation with the necessary tools and guidance to invest wisely and secure their financial future. Wealth advisors can provide this product to their clients, giving parents or benefactors peace of mind and confidence, knowing their beneficiaries are well-prepared to handle their financial inheritance.
WILLPORT helps you organize planned trust distributions and personal messages in one experience. Distributions may be planned over time under the trust terms. Trust services are provided by an approved trustee.
A Powerful Tool to Facilitate Multi-Generational Wealth Transfer. Experience peace of mind by giving a planned inheritance amount while you are still alive. Provide your beneficiary with a trading account or the ability to trade and be coached on an account you have established and own.
