What's New at wealth.com - August 2023

2 min read
·September 4, 2023
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Thank you for being part of the wealth.com community. We always want to keep you up-to-date with our latest features available. Below, please see the newest features we launched last month. If you have any feedback or questions, we'd love to hear from you: support@wealth.com.

Will & Trust Owner's Manual

Created by expert in-house trust and estate attorneys, this propriety resource includes information about owning a Will, managing a Trust, and guidance on how to fund or transfer assets into a Trust.

Help Center

The new digital resource center is now available in-app. From getting started to understanding more complex estate planning questions, this information simplifies the process. If you still have questions, we are here to help: support@wealth.com.

In Case You Missed It

A few noteworthy features to check out:

  1. Attorney Consultations: Through our preferred attorney network, vetted extensively and available in all 50 states and DC, you can now connect directly with expert trust and estate attorneys in your state without leaving the app.
  2. Asset Aggregation & Ownership: Securely connect to over 10,000 financial institutions and take advantage of integrations with Coinbase, Carta and Zillow. Stay organized and better understand the full structure and value of your networth, including how assets are owned.
  3. Wealth Projections: Know your future net worth, the potential impact of federal estate taxes on your taxable estate, and get a better sense of what your beneficiaries may receive.

We want to hear from you. Please share your feedback with us!

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