Webinars & Videos

How Prudential Advisors Can Deliver Modern Estate Planning at Scale

Upcoming Webinar

June 2 at 11AM PT | 2 PM ET

Join us for a live session designed for Prudential Financial Advisors to learn about Wealth.com.

In this session, you’ll see how Wealth.com makes estate planning document creation faster, simpler, and easier to deliver across your book of business. From generating high-quality wills, trusts, and ancillary documents in minutes to creating new opportunities for deeper client conversations, Wealth.com helps Prudential advisors bring modern estate planning into the center of their practice, without adding complexity to their workflow.

What You’ll Learn:

How Wealth.com simplifies estate planning document creation: Generate wills, revocable trusts, powers of attorney, and other documents through a guided, advisor-friendly experience.
How top advisors are turning documents into deeper client relationships: See real-world examples of how firms are using Wealth.com’s document workflows to surface planning gaps, strengthen trust, and uncover new opportunities across the household.
A live walkthrough of the platform: Explore the document creation experience end-to-end. Including how advisors collaborate seamlessly with clients and their legal teams to deliver high-quality outcomes at scale.

Reserve your spot today.