Essential Resources & Links
Explore essential resources, download worksheets and catch up with the latest episodes of The Practical Planner.
Getting Started
What is Wealth.com (Platform Intro)
What is Estate Planning
Will vs Trust
Estate Planning Terms Glossary
When to Update an Estate Plan
MAXIMIZING YOUR PARTNERSHIP WITH WEALTH.COM:
A Strategic Roadmap for Financial Advisors
The Practical Planner Podcast
Estate Planning Basics
Individual vs Joint Trust
What to Know about Funding a Trust
Tips for Advising New Clients on Estate Planning
Platform
How to Register for wealth.com
How to Create a New Document
Review, Complete and Sign Your Document
Updating a Signed Document
Switching to a New Document
FAQ and Support
Guide to Subtrusts on wealth.com
EsterTM Overview & FAQ Document
Family Office Suiteā¢
Creating Trust Cards
Adding Assets to a Trust Contact Card
Report Builder and Modifying an Irrevocable Trust
Adding Assets from the Ownership Balance Sheet
Heritage Map
EstateFlowā¢
Worksheets
Pre-Meeting Worksheets for Couples
Pre-Meeting Worksheets for Individuals
Trust Manuals
Joint Revocable Trust Manual
Individual Revocable Trust Manual
As Seen In
