Camryn Brown, Relationship Manager at Symphony Wealth Group, shares how Wealth.com has simplified the estate planning process for both advisors and clients.
Before Wealth.com, the firm referred clients to local attorneys, which often led to a slow and expensive process that discouraged many from moving forward. Since onboarding Wealth.com just a few months ago, the team has already introduced the platform to more than 80 clients.
Camryn plays a hands-on role in guiding clients through the final steps of the process, preparing documents and facilitating signings as the firm’s in-office notary. With Wealth.com, the process is simple and efficient. Clients can complete most of the work from home and often finalize their estate plans in about 30 minutes.
The feedback, she says, has been overwhelmingly positive. Clients are often surprised by how easy the process is.
