Once your clients have created an estate plan with Wealth, they can go into their account anytime and update their information, so their estate plans are always valid and current.

Because every state has different laws, our documents are customized to be legally compliant in the state where your clients live.

Each of our best-in-class estate planning documents are legally valid in the U.S. jurisdiction for which it was designed, including Individual and Joint Revocable Trusts (i.e., Living Trusts), Last Wills & Testaments, Advance Health Care Directives, Financial Powers of Attorney, and Nominations of Guardianship. Alongside Trust documents, members have access to additional documents including Pour-Over Wills, General Assignments, Certificates of Trust, Schedules of Property, and Wealth’s proprietary Trust Owner’s Manual. Each of our documents include signing instructions that are customized to the member’s document and state to make it easy to validate documents following state guidelines once drafting is complete.

Designed for clients and built for advisors, our platform was created with collaboration, transparency and security in mind. Advisors can administer access to clients and monitor progress as well as obtain unique client insights on an ongoing basis through the Management Dashboard.

Yes. SOC 2 Type II is a set of compliance requirements and processes targeted for third-party service providers. It was developed to help companies determine whether their vendors can securely manage data and protect the interests and privacy of their clients. Wealth is proud to be a SOC 2 Type II certified company, and we go beyond the regular Security SOC2 requirements, including Availability, Integrity, Confidentiality and Privacy requirements.