How 9i Capital Group Uses Wealth.com to Make Estate Planning More Accessible
Hear from 14-year financial advisor, Kevin Thompson, on the greatest value Wealth.com offers to his firm and to his clients.
Kevin Thompson, President
Kevin has been a financial advisor for 14 years and currently works at 9i Capital Group LLC.
The firm’s client base consists primarily of retirees, ensuring tailored estate-planning support for those nearing or in retirement.
The Challenge: Making Estate Planning More Accessible
For years, Kevin Thompson has helped retirees navigate the complexities of financial planning. Yet many of his clients believed estate planning was either reserved for the ultra-wealthy or simply too expensive to pursue.
As a result, clients often delayed critical documents, including medical directives, durable powers of attorney, and living wills. At Kevin’s prior firms, addressing these needs required extensive coordination with attorneys and could become cumbersome for both advisors and clients. Kevin saw an opportunity to make estate planning a more accessible and integrated part of the client experience.
The Solution: A More Scalable Approach
Kevin discovered Wealth.com through word of mouth and was drawn to its approach to modernizing estate planning. He saw a platform that could help his firm bring estate planning into the broader financial planning relationship through:
- A modern, digital-first experience designed to make estate planning easier to navigate.
- A collaborative approach informed by the needs and experiences of financial advisors.
- A scalable model for extending estate planning support across a broader range of clients.
“I wanted to be part of an industry disruptor,” Kevin shared. “Wealth.com is moving fast, challenging the status quo, and helping advisors innovate within their practices.”
A Straightforward Client Experience
Wealth.com fit naturally into 9i Capital Group’s workflow. Clients could move through the estate planning process at their own pace, while Kevin and his team remained connected to the broader planning conversation.
“The greatest value is the accessibility it offers—providing clients with estate planning support without the high costs typically associated with traditional partnerships.”
Keeping the Advisor at the Center
By reducing traditional barriers such as cost and complexity, Wealth.com has helped 9i Capital Group make estate planning a more consistent part of comprehensive financial planning. The platform gives clients greater flexibility while helping the firm deliver more holistic, future-focused guidance.
- More accessible planning: Clients have a practical path to establishing essential estate planning documents.
- A flexible digital experience: Clients can work through the process on their own timeline.
- Advisor-led conversations: Kevin and his team remain at the center of the client relationship and the larger financial plan.
The Impact: From Added Service to Essential Planning
For Kevin, Wealth.com has helped turn estate planning into a more natural extension of the firm’s financial planning process. What was once difficult to coordinate can now be introduced more consistently, helping clients address important decisions about their families, wishes, and legacies.
Looking Ahead
Kevin believes estate planning should be a core component of the value RIAs deliver, not a service reserved for only their wealthiest clients. As financial advice becomes more integrated and technology-enabled, he sees Wealth.com helping firms expand their planning capabilities while continuing to strengthen client relationships.
Kevin’s advice to other advisors: “Incorporate a fee structure within your engagement model. Wealth.com is a tool that can transform estate planning within your firm.”
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