Select a plan that suits your family’s estate planning best.

We know how complex financial affairs are, and how stressful it can become during life’s tough moments. We make it easy for you to collaborate and create a comprehensive and complete estate plan with our single platform solution.

Coming Soon



Per month

For individuals looking to put together proper estate plan and collaborate with their trusted advisors and family members
Secure collaboration
Detailed listing of assets & liabilities
Track privately held co’s, partnerships, & trusts

Upload important documents

Referral requests

Dashboard to easily see your
wealth progress

Basic analytics solution


Coming Soon


Contact for Pricing

Ideal for individuals who have more complex affairs and need more ongoing estate planning.

All features of Basic, PLUS
Comprehensive analytics solution

Access to concierge service (addt’l fee applies)

Auto updates

Coming Soon


Contact for Pricing

A platform designed for B2B clients. Ideal for accounting firms, money managers, law firms, financial institutions, family offices, other businesses that assist clients with estate planning needs.

All the features of Basic & Platinum, PLUS

Custom branding for your firm

Advanced security features

Client dashboard

Multi-user seats

Reminder notifications

Save Time. Keep Calm. Encourage Wealth.

Collaborate was designed to allow users to easily track and manage their financial assets in one place but also allow you to collaborate with your trusted advisors to take the stress out of estate planning.

Commonly asked questions

Yes, you will need legal and financial/estate representation. Collaborate is an online service that makes it easy to collaborate with your professional representatives, and provides optimization tips to grow wealth. However, this solution does not replace legal or financial advice that a specialist can provide.

Bank level security means your personal information is encrypted and protected the same way leading banks use. As with all systems, you must choose a strong password and ensure it is kept confidential.

Only you have access to your personal information.  Our administrators and engineers do not have access to your data, as it is encrypted.  Our administrators only have restricted access to limited data sets in the case of customer service needs, such as triggering confirmation emails or helping you limit or remove users.

Collaborate is founded by tax accountants who understand the estate planning process and the pitfalls. Once you have your information organized with us, updating your information is simple, which will provide you and your Collaborators with the information needed to provide proper and timely planning opportunities.

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      Conrad Yen

      Founder & Owner, Collaborate

      Collaborate was created after I saw many of the struggles that my clients experienced after losing a family member. There seems to be a trend in which a client’s loved one who passes away is also the person that looked after all the family financial affairs. The surviving spouse or children, who hasn’t been in the loop, may not know the details of
      the assets they own, what liabilities exist, or even which financial institutions they have accounts set up with.

      Without that information or a password to access their estate
      affairs, it is extremely challenging to execute a will or transfer accounts. Another challenge I see as an accountant is that many of my own clients defer estate planning much too late, and when the estate planning needs to be done, it’s done the old fashion way.

      The process is extremely time consuming and becomes out of date quickly since assets values and liabilities change quite often. I think of my own situation and realize; even my wife would have a difficult time navigating through all the family financial accounts, and she is very financially adept. I don’t want to put my own family through this – and that’s why the idea of Collaborate was formed.

      Outside of work, I’m an avid tennis player and an amateur Iron-Chef. You’ll often find me with family & friends trying out a new restaurant or enjoying a round of golf.