Client-Ready Documents That Educate

A guided workflow that helps your clients create documents personalized to their needs and state jurisdictions

Do More, Draft Less
Starting From Scratch Becomes a Thing of the Past

Work from a single source of truth. Built to keep you up to date, not buried in outdated versions.

Empower Your Clients Without Hand-Holding

Keep clients moving through the process with Wealth.com’s simple document creation workflow. Documents include:

  • Revocable Trusts (and sub-trusts)
  • Wills
  • Advance Health Care Directives
  • Financial Powers of Attorney
  • Nominations of Guardianship

Gain Visibility into
Client Progress

View client activity to see if they started reviewing, are ready to sign, or already signed a document. Filter client views based on the team assigned, document review status, 
or even a client’s last login date.

Documents That Power Every Part of the Plan

Once created, estate documents integrate seamlessly with the rest of the Wealth.com platform. Visualize the plan structure, simulate what-if scenarios, or share with collaborators.

How Documents Inform What-If Scenarios