Client-Ready Documents That Educate

A guided workflow that helps your clients create documents personalized to their needs and state jurisdictions

Do More, Draft Less
Starting From Scratch Becomes a Thing of the Past

Work from a single source of truth. Built to keep you up to date, not buried in outdated versions.

Empower Your Clients Without Hand-Holding

Keep clients moving through the process with Wealth.com’s simple document creation workflow. Documents include:

  • Revocable Trusts (and sub-trusts)
  • Wills
  • Advance Health Care Directives
  • Financial Powers of Attorney
  • Nominations of Guardianship

Help your clients get over the finish line with access to Attorney Consults and Mobile Notary services.

Gain Visibility into
Client Progress

View client activity to see if they started reviewing, are ready to sign, or already signed a document. Filter client views based on the team assigned, document review status, 
or even a client’s last login date.

Documents That Power Every Part of the Plan

Once created, estate documents integrate seamlessly with the rest of the Wealth.com platform. Visualize the plan structure, simulate what-if scenarios, or share with collaborators.

How Documents Inform What-If Scenarios
Offer Estate Planning with Confidence Today
Deliver more plans at scale, reduce administrative burden, and stay ahead of every client expectation with Wealth.com.

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