Best-In-Class
Estate Planning
Our approach to estate planning is modern, inclusive and sophisticated — yet approachable and easy for any client to navigate.
High Caliber Estate Documents
Our in-house trust and estate attorneys used to practice at the top firms in the U.S. and consistently maintain our platform to deliver the same legal rigor and quality expected from those firms. Wealth.com is optimized for, and available in, all 50 U.S. states and D.C.
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Last Will & Testament -
Financial Power of Attorney -
Advance Health Care Directive -
Guardianship Nomination -
Revocable Trust & Pourover Will
Last Will & Testament
This document names an executor and communicates client final wishes regarding assets and beneficiaries.
Financial Power of Attorney
This gives a designated person the ability to conduct financial transactions, sign documents and make legal decisions on behalf of clients.
Advance Health Care Directive
If something happens and clients can’t communicate wishes to a medical team, this document empowers the person designated to make decisions about treatment, symptom management and end-of-life care.
Guardianship Nomination
These are non-binding instructions to the judge stating who should care for the children if they ever need a guardian.
Revocable Trust & Pourover Will
This document is often used in estate planning to help avoid the long and complex probate process. Trusts are paired with a Pourover Will. The main objective of this kind of Will is to catch any assets in an estate and transfer them into the Trust.
Personalized Experience
Clients don’t have to be ultra tech-savvy to use our platform. They can complete the entire process digitally with our guided and intuitive system with the option to consult with our member success team or an attorney in our robust and rigorously vetted partner network.
Our Attorney Partner Network
We believe scale is possible without compromising quality. Our partner attorneys provide state-specific guidance to wealth.com to assist with nuanced customizations for state law. Here’s what you need to know:
- Our in-house legal team scouts and vets attorneys using their professional networks, partner firm recommendations, and independent research.
- Attorneys are obligated to give their best advice to our members and to exercise their independent judgment while having an intimate understanding of the platform’s capabilities.
- Wealth.com employs a continuous feedback loop to ensure each attorney lives up to the Wealth.com standard.
- Connect with our team to learn more:
White Glove Support for Advisor & Client
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Your success is our top priority. Our team is here to guide, assist, and empower you & your clients every step of the way.
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Each advisor is paired with a dedicated Partner Success Manager, offering a single touchpoint for all inquiries, from initial setup to comprehensive training.
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Within our platform, your clients have unlimited access to our U.S.-based support team anytime via phone, chat, or email.
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Pricing
Details about our advisor pricing.