Reimagine Estate Planning with Wealth.com

Now available for Impact Partnership Advisors

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Document Creation Made Simple, Accessible, & Compliant

Document Creation

Create High-Caliber Estate Plans in Minutes

Revocable Trust and Pourover Will, Last Will & Testament, Financial Power of Attorney, Advance Health Care Directive, and Guardianship Nominations—professionally crafted and optimized for your jurisdiction.

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See How Wealth.com has
Impacted Firms Like Yours

Emily Rassam
Partner & Senior Financial Planner, Archer Investment Management
“We helped exactly 35 clients start their estate planning documents with wealth.com in the 35 weeks we’ve been offering the service."
Will O'Rourke
Private Wealth Manager & Estate Planning Attorney, Prime Capital Financial
"Wealth.com offers a solution that fills a significant gap in the estate planning industry and helps us provide value that others can't."
Emily Rassam
Partner & Senior Financial Planner, Archer Investment Management
“We helped exactly 35 clients start their estate planning documents with wealth.com in the 35 weeks we’ve been offering the service."
Will O'Rourke
Private Wealth Manager & Estate Planning Attorney, Prime Capital Financial
"Wealth.com offers a solution that fills a significant gap in the estate planning industry and helps us provide value that others can't."
Emily Rassam
Partner & Senior Financial Planner, Archer Investment Management
“We helped exactly 35 clients start their estate planning documents with wealth.com in the 35 weeks we’ve been offering the service."
Will O'Rourke
Private Wealth Manager & Estate Planning Attorney, Prime Capital Financial
"Wealth.com offers a solution that fills a significant gap in the estate planning industry and helps us provide value that others can't."
Emily Rassam
Partner & Senior Financial Planner, Archer Investment Management
“We helped exactly 35 clients start their estate planning documents with wealth.com in the 35 weeks we’ve been offering the service."
Will O'Rourke
Private Wealth Manager & Estate Planning Attorney, Prime Capital Financial
"Wealth.com offers a solution that fills a significant gap in the estate planning industry and helps us provide value that others can't."
Emily Rassam
Partner & Senior Financial Planner, Archer Investment Management
“We helped exactly 35 clients start their estate planning documents with wealth.com in the 35 weeks we’ve been offering the service."
Will O'Rourke
Private Wealth Manager & Estate Planning Attorney, Prime Capital Financial
"Wealth.com offers a solution that fills a significant gap in the estate planning industry and helps us provide value that others can't."
Kevin Thompson
President, 9i Capital Group
​​”Using Wealth.com for my own family reinforced my belief in the product and its value.”
Jamie Hopkins
CEO, Bryn Mawr Capital Management
"Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings."
Kevin Thompson
President, 9i Capital Group
​​”Using Wealth.com for my own family reinforced my belief in the product and its value.”
Jamie Hopkins
CEO, Bryn Mawr Capital Management
"Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings."
Kevin Thompson
President, 9i Capital Group
​​”Using Wealth.com for my own family reinforced my belief in the product and its value.”
Jamie Hopkins
CEO, Bryn Mawr Capital Management
"Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings."
Kevin Thompson
President, 9i Capital Group
​​”Using Wealth.com for my own family reinforced my belief in the product and its value.”
Jamie Hopkins
CEO, Bryn Mawr Capital Management
"Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings."
Kevin Thompson
President, 9i Capital Group
​​”Using Wealth.com for my own family reinforced my belief in the product and its value.”
Jamie Hopkins
CEO, Bryn Mawr Capital Management
"Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings."

This is Estate Planning Reimagined™

Impact Partnership has worked with Wealth.com to make Wealth.com’s estate planning solution available to Impact Partnership affiliated advisors.