Protecting Your Legacy Has Never Been Easier
Your advisor brings the relationship and the understanding of your financial life. Wealth.com provides a critical piece of your financial plan. With our tool, you get:
- A guided online experience to create or update your estate planning documents
- Up-to-date legal content that reflects current rules in your state
- Visuals to better understand your estate plan at a glance
- A secure place to store and share your documents with the people you choose
What is Wealth.com?
Estate Planning for Clients of Financial Advisors
Wealth.com is the award-winning platform your advisor chose to help you create and maintain a comprehensive estate plan. Wealth.com turns your wishes into state-specific estate planning documents tailored to your needs and personal decisions.
A Revocable Trust is a legal arrangement that holds your assets for your benefit during your lifetime and governs their management and distribution after your death. It can help your family avoid probate for trust-held assets and provide privacy and control.
Your Will states who receives any property you own individually at your death and designates who will be responsible for handling your estate. If you have a revocable trust, a “pour-over will” can work together with your trust to carry out your wishes and is generated automatically when you create a Wealth.com revocable trust.
Financial Power of Attorney, sometimes called a Durable Power of Attorney, lets you name a trusted person to handle financial matters if you are unable to act for yourself. That can include paying bills, managing accounts, or dealing with digital assets, depending on your choices.
Sometimes called a health care proxy or medical power of attorney, this document lets you name someone to make medical decisions if you are unable to make them yourself, and this document can include your preferences about life-sustaining treatments, end-of-life care, and final arrangements.
If you have children who are minors, your estate plan can express who you would want to care for them if something happens to you and any other guardian.
How Are My Documents Created?
Follow Wealth.com’s Simplified Process
Creating estate planning documents doesn’t need to be intimidating. Wealth.com is designed to break down the process into clear, easy-to-follow steps. You will never be asked to write legal language yourself, and you and your advisor can go from conversation to completed documents without guesswork.
You and your advisor can talk through your family, your assets, and what you want to happen if you become incapacitated or pass away. This conversation will help prepare you to complete the Wealth.com estate planning document creation questionnaire.
Your advisor invites you to your Wealth.com account. You sign in, confirm your information, and answer a series of simple questions to create a personal, legal estate plan. These questions adjust based on your answers and your state, so you only see what applies to you.
As you move through the questionnaire, Wealth.com creates your personalized estate planning documents behind the scenes, ensuring your estate plan is comprehensive and legally sound. You can review these drafts and visual summaries in real time to ensure they match your wishes.
After drafting your documents, you can finalize your plan. Your advisor can assist with sending a mobile notary to your home to formally execute your documents and then assist you with coordinating any follow-up steps, like trust funding. You can print your documents immediately or order a physical copy to be shipped to you. Digital copies are automatically stored in Wealth.com’s secure vault, ensuring your advisor and trusted beneficiaries can access them when necessary.
How Can I Interpret My Estate Plan with Confidence?
Work with Your Advisor to Understand Your Plan in Minutes, Not Hours
Save precious time by simplifying document reviews. Wealth.com turns the information in your documents into visuals that help you and your advisor see how your plan is structured at a glance.
What Should I Know Before Starting My Estate Plan?
Explore clear, straightforward answers to the most common client questions.
Wealth.com helps to organize your information, generate documents based on your wishes, and give you and your advisor tools to understand the plan. It does not replace personalized legal advice. If you have questions that come up during the process or need further assistance, Wealth.com’s attorney network is available to assist you.
Once your documents are created, they are stored in Wealth.com’s secure Vault. From there, they can also be downloaded as PDFs, printed professionally, or notarized by one of our mobile notaries, which are available to book in-app. Your advisor will typically have access to help keep your plan up to date. You can choose to share documents with other trusted professionals, such as your attorney, or print and store physical copies in a safe place.
Yes. Estate plans are meant to evolve and life changes. If your family, finances, residence, or wishes change, you can revisit your plan in Wealth.com. You can update your answers in the workflow, review updated visuals, and then create refreshed documents for signing when needed.
If you have logged in to Wealth.com and paused partway through, your work is saved so you can return later. The best next step is to reach out to your advisor. They can see where you left off and guide you through the next step. If you have questions, review our Frequently Asked Questions or ask Ellie, our customer support AI assistant.
Your estate planning documents will name people in appointed roles such as your executor, trustee, or agent under a power of attorney. You also have the option to create Emergency Contacts in your profile in the event that you need someone to have access to your account. Additionally, your advisor will be an important point of contact for your family. They can help your loved ones locate the right documents in Wealth.com.
Security is core to Wealth.com and not an afterthought. We protect your data with AES-256 encryption and have achieved SOC 2 Type 2 compliance. Our rigorous standards exceed the security requirements used by many financial institutions and other digital platforms.
Ready to Secure Your Legacy?
Start Today with Guidance from Your Advisor
Whether you’re just getting started or finishing the last details, Wealth.com is here to support you. Estate planning is one of the most meaningful gifts you can give the people you care about. Reach out to your advisor to get started today!