Settle the accounts of a person who has died or become incapacitated.

Wyset is software that helps professional fiduciaries, families and financial institutions organize and carry out the transfer of assets and liabilities out of that person's name.

Request early access

Who uses Wyset

Professional fiduciaries

Executors, trustees and conservators, and their staff, who administer estates, trusts and conservatorships.

Families and beneficiaries

People a fiduciary invites to a matter, who follow its progress and provide what is needed.

Financial institutions

Banks and other institutions that receive and act on requests to transfer or close accounts.

How it works

Bring a case together in one place: the person whose affairs are being handled, the parties involved, their financial accounts and liabilities, and court and legal documents.
Prepare the documents each institution needs and communicate with institutions on your instruction.
Invite family members, beneficiaries and colleagues to a matter, each with the access you give them.
Keep every account protected with a second sign-in step: a passkey, an authenticator app, or a one-time code by text message.

Text messages from Wyset

Wyset sends one kind of text message: one-time security codes that an account holder asks for while signing in to, setting up or activating their own Wyset account. Wyset sends no marketing or promotional texts.

Texting is optional. A person agrees to receive codes by pressing the button that sends the first one, beside the consent wording. Message frequency varies. Message and data rates may apply. Reply HELP for help or STOP to opt out.

See how a person agrees to Wyset's texts, with the exact consent wording and the screens it appears on.

Early access

Wyset is in a private early-access release. To ask about access, or for help with an account, email help@wyset.com.

Wyset is not a law firm, does not give legal, tax or financial advice, and does not act as a fiduciary.