Help your employees secure their family’s financial future
72% said they would set up an estate plan if offered as an employee benefit.
As seen in
Why Choose Wealth
Attract and retain top talent by offering a unique benefit your employees want.
Because people count
Wealth is the first comprehensive estate planning platform that empowers people to see their financial universe visualized in one place and create legal documents to secure their legacy for generations to come.
Benefits That Matter
In today’s competitive job market, employers need to find new ways to attract and retain top talent. Few companies offer estate planning as a benefit, but people want it. We surveyed 10,000 working Americans, and here is what we discovered:
- Only 13% say they receive estate planning as an employee benefit
- 72% said they would use estate planning services if provided
Estate Planning Reimagined
Visualize your estate plan and assets
- Take an inventory of your assets with our net worth aggregator
- Compare who owns the majority of your family's assets with our Ownership Balance Sheet
- Envision how your assets will pass to your loved ones with our flowchart visualizer
Create your plan with state-specific legal documents
- Revocable Trust & Pourover Will
- Last Will & Testament
- Financial Power of Attorney
- Advance Health Care Directive
- Guardianship Nominations
Manage and edit your plan over time
- Securely store your documents in our bank-level-encrypted digital Vault
- Share your estate plan securely with trusted collaborators
- Update your plan anytime and grant emergency access to beneficiaries and executors
- Tap into resources that guide you on how to change your plan
At INKY, we strive to foster a family-friendly environment, and Wealth gives our employees a tangible benefit to help protect their family's financial future.
I was told during the on-boarding process that one of Wealth's goals was to make it as easy on me as possible, and they have absolutely lived up to that promise. Their Customer Success team has been available and helpful whenever our employees have needed assistance, and I have had no administrative burden.
How It Works
Implementation Kickoff
Onboarding Material Review
Training & Education
Program Go Live & Beyond
A dedicated Client Success Manager to oversee our partnership
Continued education through branded materials and training
Fast and easy implementation and onboarding for your employees
Ongoing support to strategize new ways to be better support you
Our Plans
Wealth has three standard bundle packages, or we can provide you with a customized solution.
Compare Side By Side
Core Plan
Will Plan
Trust Plan
Still have questions?
How long is a membership with Wealth good for?
How do I know this document is good/valid for my state?
Can employees update their estate plans once they have been created?
Does an employee get to keep their estate plan if they leave the company?
We’re also available to financial advisors
