Most inheritances arrive all at once, at the worst possible moment, with no instructions. WILLPORT lets you decide when the money arrives, how much arrives each time, and what you want to say when it does.
You choose the dates. A year after you’re gone. Their thirtieth birthday. The year they finish school. Every year for twenty years.
You choose the amounts. Even shares, or not.
And you record what you want to say with each one, so the money never arrives without you.
Choose who may receive money, the planned amounts and the timing. You can update planning information before submission. Changes after execution depend on the trust terms, applicable law and provider procedures.
Add a short video or written note for each planned distribution. Your message is not shown to the beneficiary until its scheduled release, subject to service terms, security procedures and disclosures required by law.
Your trust assets are held and administered by the approved trustee. The trustee acts under the trust documents, applicable law and its fiduciary duties.
WILLPORT helps you keep beneficiary contact information current. When a distribution is due, the trustee or its authorized service providers verify the beneficiary and complete the required payment steps.
The document is only the beginning. WILLPORT keeps your plan, distribution schedule, beneficiary details and personal messages connected in one experience. A Nevada-chartered trust company serves as trustee and administers trust assets and distributions under the governing documents and applicable law.
AI MAX can provide general educational information about beneficiary types, trusted contacts, spouse-related planning questions and completing the WILLPORT experience. It does not provide legal, tax, investment or financial advice, and it does not replace advice from your own qualified professional.
Choose planned amounts and milestones, subject to the trust terms and trustee procedures.
Attach a written, voice or video message to a planned milestone, subject to the service terms.
Manage planning information, beneficiary details and messages in one WILLPORT experience.
The approved trustee holds and administers trust assets under the trust documents, applicable law and its fiduciary duties.
You can update your planning information before submission. Changes after the trust is executed depend on the trust terms, applicable law and provider procedures.
Your trust assets are held and administered by the approved trustee. The trustee acts under the trust documents, applicable law and its fiduciary duties.
WILLPORT does not require you to retain an attorney to explore the service. Because a trust affects legal rights, you should consider consulting your own attorney before signing or funding it. WILLPORT provides technology and general educational information; it does not provide legal advice or represent you.
After the trustee receives and verifies the required notice and documents, it completes the checks required by the trust and applicable law. The trustee then administers approved distributions under the trust schedule. WILLPORT supports the customer experience, records and scheduled personal messages.
Assets properly transferred to and held in a valid trust may pass outside probate. Other assets or circumstances may still require probate.
Trust administration is generally more private than court-supervised probate, but confidentiality is not absolute and depends on the trust, the assets and applicable law.
Trust assets are held and administered by the trustee, not WILLPORT. Service continuity, technology access and any transition process are governed by the trust documents and service agreements.
We’re opening the Legacy Distribution Trust experience in stages, with our beta launching in Fall 2026.
Want to learn more and be among the first to know when the beta goes live? Join the waitlist to receive availability, eligibility, and launch updates.
Depending on eligibility, the account selected and separate agreements, trust assets may be invested through an authorized provider. The value of investments may rise or fall, and returns are not guaranteed. WILLPORT provides the technology experience and general educational information; it does not select securities or provide investment advice.
WILLPORT provides technology and general educational information. Trust services are provided by an approved trustee. WILLPORT is not a law firm, bank, trustee or investment adviser and does not provide legal, tax, investment or financial advice.