A financial plan is not complete without an estate plan.

The No. 1 reason people cite for making an estate plan is the advice of a financial advisor. Provide your clients with the best estate planning solution available.

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The No. 1 reason people cite for making an estate plan is the advice of a financial advisor. Provide your clients with the best estate planning solution available.

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Features Our Advisor Partners Love

Advisor Portal
Estate Plan Visualizer
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Wealth Projections

Advisor Portal

Our advisor portal gives advisors full visibility into their client's progress, proactively surfaces insights and helps facilitate conversations around estate planning.

    Feature Deep-Dives

    Further explore the top-rated features we've built specifically for advisors.

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    Hear from

    our Head of Community

    Few other tech companies understand the advisory business as well as wealth.com and no other estate planning solution comes close to what they offer. I hope you’ll join me in using wealth.com for your clients.

    Thomas KopelmanFinancial Planner, Co-founder of AllStreet Wealth, Head of Community @ wealth.com

    Meet the wealth.com Advisor Council

    Erik Smith

    Erik Smith is the Chief Investment Officer of 401 Financial, a Registered Investment Advisor serving clients since 2022. Prior to co-founding 401 Financial, Erik worked for Onramp Invest, a platform built to provide financial advisors and their clients access to cryptoassets. Erik is a Certified Financial Planner® and has long been an active advocate and builder within the financial planning community.

    Dasarte Yarnway

    Dasarte is the founder Yarnway Wealth Management and Co-founder of ONYX Advisor Network. He was included in the InvestmentNews 40 Under 40 in addition to being a Top 100 Financial Advisor by Investopedia from 2020-22. With 10 years of experience in serving individual clients, Dasarte's greatest professional success is seeing others achieve the life of their dreams.

    Anna N’Jie-Konte CFP®

    Anna N’Jie-Konte, MBA, CFP® is the President and Director of Financial Planning for Re-Envision Wealth, one of the few black-owned advisory firms in the country. She currently serves as a financial advisor and investment consultant to individuals and institutions who wish to build wealth in an intentional and values-aligned fashion.

    Overview

    The wealth.com advisor council is a carefully vetted group of diverse and highly influential people in the financial advisory space who all use and love our platform. Our specialized council is truly first-of-its-kind and further demonstrates the wealth.com commitment to solving problems for financial advisors. No other estate planning entity has assembled this type of financial advisor input framework.

    Justin Castelli CFP®

    Justin is the founder of RLS Wealth, a registered investment advisor in Fishers, Indiana, the creative collective PRST™ (pronounced Pursuit), co-founder of Advisors Growing as a Community (The AGC™), and creator of the All About Your Benjamins blog and podcast. Most importantly, he is a husband and a father to three boys.

    Samantha Russell

    Samantha is the Chief Evangelist at FMG Suite and was named to the InvestmentNews 40 Under 40. ThinkAdvisor honored her as “Luminary” for thought leadership in 2021- the inaugural year of the awards.

    Thomas Kopelman

    Thomas is a financial planner, founder of AllStreet Wealth, the Head of Community at Wealth.com and an Investopedia Top 100 advisor.

    Learn more about why industry leaders love wealth.com

    A demo is the best way to understand the value and ingenuity of our platform. Our partnerships team will answer any questions you have.

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    FAQs

    Can my clients update their estate plans once they have been created?

    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.

    Are your documents state-specific?

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

    What documents does Wealth.com offer?

    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.

    How is Wealth.com set up for me and my clients?

    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.

    Are you SOC 2 Type II compliant?

    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.

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