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 Built to keep you up to date, not buried in outdated versions.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