Resource Center

Use our Estate Planning checklists to help your clients get started with estate planning or make improvements to an existing plan.

There are several key estate planning documents every financial advisor should understand and be able to discuss with their clients. This can be daunting because documents are often referred to by different names and there are specific nuances associated with each document that affect how they work. In this episode of The Practical Planner, Anne […]

In the premiere episode of The Practical Planner, hosts Anne & Thomas break down the foundational estate planning knowledge advisors need in an actionable way with real-life examples. Watch or stream audio wherever you get your podcasts.

We proactively approach product innovation to continually deliver quality and value to our members. This update highlights features from September 2023.

Providing our advisors with a seamless experience is central to what we do. We are proud to launch two new CRM system integrations with Redtail and Wealthbox. For our advisor partners who use either Redtail or Wealthbox as their CRM, they now have visibility into their client’s estate planning progress directly from their CRM. In […]

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: [email protected]. Will & Trust Owner’s Manual Created by expert in-house trust […]

We are excited to announce that we now offer the ability for married members in common law states to draft Joint Revocable Trusts. Wealth.com always seeks to provide meaningful solutions to our advisor partners and their clients. We have offered Joint Revocable Trusts to our members in community property states since our launch. Based on […]

We proactively approach product innovation to deliver quality and value to our members continually. This update highlights features from June 2023.

Gain a working understanding of estate planning basics with our essential estate planning 101 overview.

Answers to your questions about the security and usability of online estate planning tools.

Learn all about what power of attorney is in this article that breaks down the working definition of power of attorney and explains the different types.

Learn about the differences between wills and trusts and which ones might be right for you in our comprehensive guide to wills vs. trusts.