WILLPORTtrust

The Great Wealth Transfer is upon us.

Over the next twenty years, more than $100 trillion will be passed down from older to younger generations. Those transferring this wealth need to be prepared. And WILLPORTtrust helps them do it.

This startup is redefining estate planning with an Artificial Intelligence-powered platform that simplifies the trust-creation process. Led by a team with extensive experience in estate law and financial technology (“fintech”), WILLPORTtrust has developed solutions like timed disbursements and personalized legacy messaging.

The problem with estate planning is that it’s complicated, expensive, and inaccessible for millions. Traditional methods are time-consuming and lack personalization, making it hard to manage wealth transfers effectively. These drawbacks are why many people set to either hand down or receive money aren’t prepared.

Transferring wealth may seem like a simple process. But without the right tools, the process can become complicated quickly. And money can be at risk of being lost — ninety percent of inherited wealth is lost by the third generation.

Many high-net-worth families use estate-planning services. But traditionally, preparing a will hasn’t been affordable or easy to do for middle-class families looking to leave or establish a financial legacy.

WILLPORTtrust serves this group. It delivers a cost-effective, secure, effortless way to preserve and grow wealth across generations.

WILLPORTtrust offers features like automated trust creation and management, timed disbursements, asset distribution criteria, and personal legacy messages like videos or notes. Its mobile platform extends these features and offers domestic and international payments, along with micro-investing, gift transfers, and access to wealth and legal advisors.

The company employs a diversified revenue model, supporting long-term scalability and recurring income streams. Sources of revenue include:

• Subscription-based commissions and transactions fees.

• Transaction commissions and licensing fees for advisors and trust lawyers.

• White-label services for financial institutions and fiduciaries.

• Future financial advisory integrations with trustees.

WILLPORTtrust has raised more than five million dollars from investors. And it’s attracted more than 6,200 users in just four months to its app. In 2024, revenue generated from a beta version of its platform was $272,000. The company has strategic partnerships with Peak Trust, KPMG, and Thomson Reuters.

Team Background

Doris Schwartz - Founder & CEO

Doris has experience in the banking industry and mergers & acquisitions (M&A).

Prior to starting WILLPORTtrust, she was President and CEO of Schwartz and Associates for twenty-four years. This firm focuses on financial consulting and M&A activity. Before that, she was an audit and tax advisor with KPMG, a financial-services company.

She earned a Bachelor’s degree in Accounting from The University of Texas at El Paso.

Matthew Blattmachr - Director

Matthew has more than seventeen years of experience in the trust, estate, and fiduciary sectors. He specializes in estate-planning structures.

Prior to WILLPORTtrust, he worked for Peak Trust Company, an estate-planning business, serving as Vice President & Trust Officer and later President & CEO.

He earned a Bachelor’s degree in Global Logistics from the University of Alaska Anchorage and an MBA from Alaska Pacific University.

Edward James - Financial Advisor

Edward is a financial executive with twenty-five years of experience in transforming financial operations. He has led initiatives that results in more than four billion dollars in capital raises and strategic mergers.

He holds a part-time role with WILLPORTtrust, dedicating about twenty hours per month to financial forecasting, modeling, and planning. He is being considered for a full-time Chief Financial Officer role with the company.

Edward holds a Bachelor’s degree in Business Administration from Mississippi College and an MBA from Cumberland University.

Co-Investors