Worry-Free Estate
Planning & Wealth
Optimization

Spend less time organizing your family’s future and more time generating wealth.

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Collaborate is a platform to securely organize your estate, financial and important legal documents - while providing timely estate planning opportunities to further grow your family wealth.

Your guiding light.

Our mission is to simplify the estate planning process and avoid leaving a mess for your loved ones. Estate planning can be an overwhelming task where most people don’t know where to start. Collaborate is founded by tax accountants who understand the estate planning process and pitfalls.

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Comprehensive Estate Information

We help simplify and organize the important information your loved ones and advisors need to provide valuable estate planning recommendations.  With the aid of AI and automation, we provide you with recommendations and assist with the updating your financial information with current values.

Collaborate with Ease

Our platform allows you to securely share your information with your trusted advisors, allowing your advisors to be involved with your estate planning.  This can also be shared with key family members which can eliminate the stress and difficulties of re-creating all of this important financial and legal information.

Secure Documentation

Keep your important documents safe with our multi-level data encryption, user authentication, system monitoring and bank-level security protocols.

Our platform allows you to securely share your information with your trusted advisors, allowing your advisors to be involved with your estate planning.  This can also be shared with key family members which can eliminate the stress and difficulties of re-creating all of this important financial and legal information.

Our platform allows you to securely share your information with your trusted advisors, allowing your advisors to be involved with your estate planning.  This can also be shared with key family members which can eliminate the stress and difficulties of re-creating all of this important financial and legal information.

Keep your important documents safe with our multi-level data encryption, user authentication, system monitoring and bank-level security protocols.

We’ll help you save time, keep calm and encourage your wealth to grow.

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The Importance of Estate Planning

Many of us avoid or defer estate planning because it feels like such an onerous task. Although this is likely not a task you’re looking forward to, addressing your will, taxes and other legal issues surrounding death is an important part of estate planning. A well thought-out estate plan should bring peace of mind and reduce the overall stress that can come when losing a family member.
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For Finance & Estate Planning Business Owners

Would your clients benefit from a tool like Collaborate? Offer them an account and you’ll help improve their family’s financial and estate planning status in a big way.
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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.