Looking to distribute the maximum amount of assets on to your loved ones? A credit shelter trust may be perfect for you. Learn more in this article.
The WayWiser mobile applications are no longer accessible, but you can access your data via app.waywiser.life until March 31, 2025. If you have any questions or need additional assistance during this transition, feel free to contact us at support@waywiser.com or visit this page. We are here to help!
Get Connected.
Stay Protected.
Prepare for the “what if” scenarios that life might throw your way by connecting with your Trusted Circle on WayWiser.
Our simple methodology will help you organize and manage the health and financial well-being of both you and your loved ones through each stage of life.
WayWiser is a place to connect with your Trusted Circle in order to anticipate and manage the challenges that each stage of life can throw your way.
Organize and coordinate with your loved ones by posting daily updates, securely storing and sharing vital documents, collaborating on calendar events and appointments, tracking tasks, managing medications, and coordinating other key routines and facets of life.
Anticipate Connect Share Empower Trust Learn
Word to the Wise
Word To The Wise is our trusted space filled with news, resources, and commentary geared towards caregivers and their families.
Adjustments made this past year may have long-lasting effects on the way we interact with our financial advisors — and that could be a bonus.
This text message scam is pretty sneaky. Read about it and be sure to inform your loved ones.
A simple methodology to prepare for life's changes
Organize and manage your family’s health and financial well-being with WayWiser.
Anticipate
and prepare for life’s uncertainties
Connect
with a Trusted Circle of support
Share
information and make informed decisions
Empower
yourself by setting responsibilities
Trust
those around you for help when you need it
Learn
what you need when you need it most
what you need when you need it most
The Family Vault
Secure Document Storage
Securely store vital documents and easily share them with select members of your Trusted Circle.
Keep them safe, sound, searchable, and easily shareable with those who may need access at a moment’s notice.
Perfect for legal documents, wills, power of attorney, advanced directives, medical bills, tax documents, identification cards or certificates, and so much more.
Featured In:
Get It Done Altogether.
Connect
Send daily caregiving updates, post photos, ask questions, and keep everyone connected in one private space.
Coordinate
Create events, manage appointments, share caregiving schedules, set reminders, and more.
Collaborate
Track tasks, manage medications, store doctor notes, and coordinate other key facets of your care routine.
Consolidate
Securely store and share legal documents, wills, POA’s, advance directives, medical bills, tax documents, IDs, and so much more.
Communicate
Communicate directly through a secure, encrypted platform and find those messages later, when you need them most.
What Our Members Are Saying
Vital Vault
Peace of mind in your pocket.
We’re working on a new product. Do you want to help shape its future? Learn more and become a beta tester!
Financial Monitoring
Launching in summer 2023, members will have access to financial account monitoring, custom alerts, and the ability to share suspicious transactions, resolving issues as a team.
Nothing provides peace of mind like knowing your family is being taken care of.
How Does WayWiser Defender Work?
Financial monitoring, secure document storage, and the power of a Trusted Circle to keep your parents and loved ones safe from scams, fraud, and exploitation as they age.
Centralized Account Monitoring
Watch over all of your loved one's financial accounts in a single dashboard with total control over who gets to see what. Share as much – or as little – as you need to with your Trusted Circle.
Share Suspicious Transactions
Share and discuss suspicious transactions and alerts. Whether your aging loved one is simply beginning to forget things – or potentially being taken advantage of - your Trusted Circle is your first line of defense.
Customizable Account Alerts
Set up automated notifications to fit your needs and any time something important happens – a change in balance, a suspicious transaction, or a cash withdrawal - you will be notified right away.
Secure Document Storage
Don't waste time and energy trying to manage your loved one's medical, legal, and financial documents with shoe boxes, post-it notes, or dare we say it... a filing cabinet. WayWiser's secure document storage is built just for this purpose.
Safe & Secure with WayWiser
We founded WayWiser with a mission to protect the hard-earned assets, financial independence, and dignity of people as they age.
The same goes for data and digital security.
We use best practice data encryption and security protocols to keep you and your loved ones safe and we promise to never sell your personal data.
