Learn how to include real estate in an estate plan to avoid probate, minimize taxes and ensure a seamless transfer to beneficiaries
Resource Center
A central repository of helpful resources designed to help advisors & their clients more effectively achieve their unique visions for lasting legacies.
Featured Collections
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Estate Planning Resources
Read MoreActionable guides and tools to help advisors and their clients master every step of estate planning.
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Product & Company Announcements
Read MoreGet the latest updates on Wealth.com’s platform, partnerships, innovations, and key milestones.
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The Practical Planner Podcast
Read MoreInsights and strategies from experts to help advisors deliver smarter, more effective estate plans.
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Trends & Insights
Read MoreFresh thinking and timely perspectives from leaders shaping the future of wealth and legacy planning.
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Client Testimonials
Read MoreDiscover how Wealth.com has helped real clients feel more confident, prepared, and empowered.
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Webinars & Videos
Read MoreExplore live and on-demand sessions by estate planning experts and Wealth.com walkthroughs.
Estate Planning Resources
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The Practical Planner Podcast
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Product & Company Announcements
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Webinars & Videos
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Trends & Insights
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Client Testimonials
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