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Legacy Hub

A central repository of helpful resources designed to help advisors & their clients more effectively achieve their unique visions for lasting legacies.

Featured Collections

  • Estate Planning Resources

    Everything advisors & their clients need to know about estate planning.

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  • Platform & Feature Guides

    Resources to help advisors & their clients get the most out of wealth.com.

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  • Company News

    Get the latest updates about wealth.com.

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  • Trends & Insights

    Innovative perspectives from wealth management industry leaders.

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