wealth.com has been recognized as a Great Place To Work!

Read our CEO's update
Home
Advisor | Client LoginAdvisor | Client LoginSchedule Demo

Estate Planning Resources

Everything advisors need to know about estate planning.

Legacy Hub
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

Estate Planning Resources

Search All Resources
A guest post by Anna N'Jie-Konte about how financial advisors can help their clients approach hard conversations related to their estate plans

How Advisors Can Address Resistance to Estate Planning

9 min read
An article about how often should update your estate plan and when it makes sense to do so

How often should you update your estate plan?: A comprehensive guide

16 min read

Trust for Descendant Explained

5 min read

Marital Trust: A Practical Explainer

4 min read

Beneficiary Designation Explained

6 min read

Estate Administration Checklist

1 min read

Estate and Wealth Planning Checklist

3 min read
Woman explaining how easy estate planning can be to her relative

What Estate Planning Really Is: An Essential Overview

14 min read

What Is a Financial Power of Attorney?

4 min read

Is Digital Estate Planning Safe and Practical?

4 min read

What is a Trust and Is It Right for You? Part 2

12 min read

What is a Trust and Is It Right for You? Part 1

11 min read

Will vs. Trust

13 min read

Guardianship Explained

3 min read
Woman appearing stressed looking at her computer

The Most Common Estate Planning Mistakes and How To Avoid Them

4 min read
1 / 2