A letter from the CEO

Greetings,

We live in a time where a tap and swipe can provide daily comforts right to our doorstep. Our absorption of social and content is unlimited; however, 60% of the United States of America refuses to take action regarding our estate planning efforts. Yet, right now, in our country, we allow our states and federal government bodies to have unfettered access to $50B of unclaimed assets left behind by our citizens when they pass away. Leaving behind families unaware that property not distributed lawfully within an estate plan from a recently deceased loved one is not an up-for-grabs event; that property goes into intestate, meaning the lack of possessing a will. Making the property transition more complicated and chaotic, especially during family unrest and uncertainty.

With this large amount of money being out of reach for many people, we eliminate our families' opportunities to create paths to generational wealth. As a young adult, the word estate seemed only reserved for those with vast ownership, someone of significant wealth to pass on to children or younger family members to enrich their lives through the hard work of their deceased relative. At WealthBerry, we asked ourselves to challenge the myths of estate planning, drafting a will, and making the transfer of property a seamless and encouraging experience.

WealthBerry wants to make estate planning as easy as creating a social media account. Educate our citizens to manage their life and legacy properly through our ecosystem of intuitive products. To start drafting, authorizing, and monitoring your estate in one place.

WealthBerry's ambition to be the "Tesla of estate- planning" begins with embracing technology as we now know it. The 25-to-34-year-old cohort will have the highest penetration rate in the smart wearables market. We forecast that 43% of this demographic will own a smart wearable in 2023; that will grow to 46% within three years. Our flagship product WealthBerry Protect wants to meet the market where they exist by closing the fallacy loop of preparing for the unexpected.

Our patent-pending WealthBerry Protect uses modern-day technology to produce an intelligent environment that fosters a healthier connection to our devices. Using geologic, AI/ML algorithmic processing to monitor your lifestyle status with our "Vitality Rhythms." An unintrusive mechanic to determine a user's active state. If a user is responsive, our Vitality Monitoring System will send user-set schedule prompts to their respective devices to request confirmation of their status via biometric means. Likewise, if a user is unresponsive, WealthBerry can alert that user's family with geolocation and vitals to inform them of the next steps. In the time of change or crisis, WealthBerry will provide direct access to estate documents, online passwords, and even chapter-segmented video wills to share securely, so achieving family alignment is simple for all relative parties.

Our commitment to simplifying the estate planning market extends to generational wealth management. Beneficiaries who inherit significant windfalls can engage our marketplace of vetted businesses to guide them toward improving their chances of generational wealth creation through investment vehicles such as stocks/bonds/ETFs, precious metals, REITs, and crypto.

We also created WealthBerry with scale in mind. Inviting corporations, K-12, universities, local governments, and militaries of all sizes to bring the WealthBerry ecosystem to their organization's benefits packages.

We are excited about the future and look forward to bringing families closer, reducing chaos, and educating our minority communities that creating generational wealth for their future bloodlines is not out of reach.

Join us on the journey to revolutionize estate planning by signing up to participate in the BETA program at wealthberry.io, set to release in late 2023.

Randy Ellis

Founder & CEO

WealthBerry Labs