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Legacy Hub

A central repository of helpful resources designed to help advisors & their clients more effectively achieve their unique visions for lasting legacies.

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  • Estate Planning Resources

    Everything advisors & their clients need to know about estate planning.

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  • Platform & Feature Guides

    Resources to help advisors & their clients get the most out of wealth.com.

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    Get the latest updates about wealth.com.

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  • Trends & Insights

    Innovative perspectives from wealth management industry leaders.

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Estate Planning Education

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Woman explaining how easy estate planning can be to her relative

What Estate Planning Really Is: An Essential Overview

Gain a working understanding of estate planning basics with our essential estate planning 101 overview.
14 min read
Woman explaining how easy estate planning can be to her relative

What Estate Planning Really Is: An Essential Overview

14 min read
Woman appearing stressed looking at her computer

The Most Common Estate Planning Mistakes and How To Avoid Them

4 min read

Estate and Wealth Planning Checklist

3 min read

What Is a Financial Power of Attorney?

4 min read

The Practical Planner Podcast

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Introducing The Practical Planner

1 min read

How to Manage Estate Planning Costs for Clients

19 min read

Should Your Irrevocable Trust Own Your Business?

1 min read
Practial Planner episode 11 tips for financial advisors helping new clients with estate planning feature image

Tips for Advising New Clients on Estate Planning

1 min read

Platform & Feature Guides

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Feature Announcement: Joint Revocable Trust for Common Law States

3 min read

Assets Explained Tutorial

1 min read

Latest Integrations in wealth.com

1 min read

Trends & Insights

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What Advisors Need to Know About Elective Community Property

Some non-community property states are allowing individuals and families to “opt-in,” providing significant income tax benefits.
1 min read

What Advisors Need to Know About Elective Community Property

1 min read

2024 IRS Inflation Adjusted Numbers Reference Guide for Estate Planning

3 min read

Legal Trends In Estate Planning 2023: Part 1

12 min read
newly referred client's first meeting

Advisors Can Positively Impact Referrals via Estate Planning

2 min read

Latest News

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