The Estate Planning Platform Advisors Love
Wealth.com is the estate planning platform trusted by leading financial advisors nationwide. Our clients use Wealth.com to deliver comprehensive estate plans, strengthen client relationships, and differentiate their firms. Below, see what advisors are saying about their experience with Wealth.com.
Dylan M. Clement
Managing Partner, ARC Private Wealth
"Wealth.com is elite for many reasons."
Emily Rassam
Partner, Archer Investment Management
"Wealth felt more user friendly, good customer service, and good attorneys on speed dial."
Erik Smith
Chief Investment Officer, 401 Financial
"If you haven’t tried out Wealth.com yet, I HIGHLY recommend it. It’s never been easier for advisors to offer top tier estate planning to clients."
Justin Castelli
Advisor, Santiago | Co-Founder, The AGC | Founder, PRST
"I appreciate not only how easy the process was with Wealth, but also the attention to details with branding and design. I know that isn't important in the grand scheme of estate planning, but it definitely wasn't missed by me and I loved it."
Dylan M. Clement
Managing Partner, ARC Private Wealth
"Wealth.com is elite for many reasons."
Emily Rassam
Partner, Archer Investment Management
"Wealth felt more user friendly, good customer service, and good attorneys on speed dial."
Erik Smith
Chief Investment Officer, 401 Financial
"If you haven’t tried out Wealth.com yet, I HIGHLY recommend it. It’s never been easier for advisors to offer top tier estate planning to clients."
Justin Castelli
Advisor, Santiago | Co-Founder, The AGC | Founder, PRST
"I appreciate not only how easy the process was with Wealth, but also the attention to details with branding and design. I know that isn't important in the grand scheme of estate planning, but it definitely wasn't missed by me and I loved it."
Dylan M. Clement
Managing Partner, ARC Private Wealth
"Wealth.com is elite for many reasons."
Emily Rassam
Partner, Archer Investment Management
"Wealth felt more user friendly, good customer service, and good attorneys on speed dial."
Erik Smith
Chief Investment Officer, 401 Financial
"If you haven’t tried out Wealth.com yet, I HIGHLY recommend it. It’s never been easier for advisors to offer top tier estate planning to clients."
Justin Castelli
Advisor, Santiago | Co-Founder, The AGC | Founder, PRST
"I appreciate not only how easy the process was with Wealth, but also the attention to details with branding and design. I know that isn't important in the grand scheme of estate planning, but it definitely wasn't missed by me and I loved it."
Dylan M. Clement
Managing Partner, ARC Private Wealth
"Wealth.com is elite for many reasons."
Emily Rassam
Partner, Archer Investment Management
"Wealth felt more user friendly, good customer service, and good attorneys on speed dial."
Erik Smith
Chief Investment Officer, 401 Financial
"If you haven’t tried out Wealth.com yet, I HIGHLY recommend it. It’s never been easier for advisors to offer top tier estate planning to clients."
Justin Castelli
Advisor, Santiago | Co-Founder, The AGC | Founder, PRST
"I appreciate not only how easy the process was with Wealth, but also the attention to details with branding and design. I know that isn't important in the grand scheme of estate planning, but it definitely wasn't missed by me and I loved it."
Dylan M. Clement
Managing Partner, ARC Private Wealth
"Wealth.com is elite for many reasons."
Emily Rassam
Partner, Archer Investment Management
"Wealth felt more user friendly, good customer service, and good attorneys on speed dial."
Erik Smith
Chief Investment Officer, 401 Financial
"If you haven’t tried out Wealth.com yet, I HIGHLY recommend it. It’s never been easier for advisors to offer top tier estate planning to clients."
Justin Castelli
Advisor, Santiago | Co-Founder, The AGC | Founder, PRST
"I appreciate not only how easy the process was with Wealth, but also the attention to details with branding and design. I know that isn't important in the grand scheme of estate planning, but it definitely wasn't missed by me and I loved it."
Brandon Jordan
CEO, Impact Advisors Group
"We've been using Wealth.com for a little over a year now and are VERY pleased with its impact."
Dr. Preston D. Cherry
Founder & President, Concurrent Wealth Management
"I just spoke with my mother, and I handle their finances as clients. She said she LOVES Wealth.com and wants a t-shirt! We are filming a video soon, but she said if you want to get your estate planning in order, use wealth.com!"
Eric LaNier
Founder, Higher Impact Financial LLC
"Get an estate plan. 'A simple will' doesn't cut it. Full stop. Especially if you have kids. Take the time to put together a living trust - I have a great partner that I use to help my clients do this in Wealth.com."
Shelby Nicholl
Founder & Lead Consultant, Muriel Consulting
"I saw Wealth.com for the first time last year at Future Proof. Such a great tool!"
Brandon Jordan
CEO, Impact Advisors Group
"We've been using Wealth.com for a little over a year now and are VERY pleased with its impact."
Dr. Preston D. Cherry
Founder & President, Concurrent Wealth Management
"I just spoke with my mother, and I handle their finances as clients. She said she LOVES Wealth.com and wants a t-shirt! We are filming a video soon, but she said if you want to get your estate planning in order, use wealth.com!"
Eric LaNier
Founder, Higher Impact Financial LLC
"Get an estate plan. 'A simple will' doesn't cut it. Full stop. Especially if you have kids. Take the time to put together a living trust - I have a great partner that I use to help my clients do this in Wealth.com."
Shelby Nicholl
Founder & Lead Consultant, Muriel Consulting
"I saw Wealth.com for the first time last year at Future Proof. Such a great tool!"
Brandon Jordan
CEO, Impact Advisors Group
"We've been using Wealth.com for a little over a year now and are VERY pleased with its impact."
Dr. Preston D. Cherry
Founder & President, Concurrent Wealth Management
"I just spoke with my mother, and I handle their finances as clients. She said she LOVES Wealth.com and wants a t-shirt! We are filming a video soon, but she said if you want to get your estate planning in order, use wealth.com!"
Eric LaNier
Founder, Higher Impact Financial LLC
"Get an estate plan. 'A simple will' doesn't cut it. Full stop. Especially if you have kids. Take the time to put together a living trust - I have a great partner that I use to help my clients do this in Wealth.com."
Shelby Nicholl
Founder & Lead Consultant, Muriel Consulting
"I saw Wealth.com for the first time last year at Future Proof. Such a great tool!"
Brandon Jordan
CEO, Impact Advisors Group
"We've been using Wealth.com for a little over a year now and are VERY pleased with its impact."
Dr. Preston D. Cherry
Founder & President, Concurrent Wealth Management
"I just spoke with my mother, and I handle their finances as clients. She said she LOVES Wealth.com and wants a t-shirt! We are filming a video soon, but she said if you want to get your estate planning in order, use wealth.com!"
Eric LaNier
Founder, Higher Impact Financial LLC
"Get an estate plan. 'A simple will' doesn't cut it. Full stop. Especially if you have kids. Take the time to put together a living trust - I have a great partner that I use to help my clients do this in Wealth.com."
Shelby Nicholl
Founder & Lead Consultant, Muriel Consulting
"I saw Wealth.com for the first time last year at Future Proof. Such a great tool!"
Brandon Jordan
CEO, Impact Advisors Group
"We've been using Wealth.com for a little over a year now and are VERY pleased with its impact."
Dr. Preston D. Cherry
Founder & President, Concurrent Wealth Management
"I just spoke with my mother, and I handle their finances as clients. She said she LOVES Wealth.com and wants a t-shirt! We are filming a video soon, but she said if you want to get your estate planning in order, use wealth.com!"
Eric LaNier
Founder, Higher Impact Financial LLC
"Get an estate plan. 'A simple will' doesn't cut it. Full stop. Especially if you have kids. Take the time to put together a living trust - I have a great partner that I use to help my clients do this in Wealth.com."
Shelby Nicholl
Founder & Lead Consultant, Muriel Consulting
"I saw Wealth.com for the first time last year at Future Proof. Such a great tool!"
WealthManagement.com
"Congratulations Wealth.com, winner of the ESTATE PLANNING: Technology category of the 2025 Wealth Management Industry Awards."
Robert Falco
Founder, Stewardship Asset Management
"Exciting news! Stewardship Asset Management has partnered with Wealth.com to bring you cutting-edge digital estate planning! Create, manage, and secure your legacy with ease, starting at a fraction of the cost."
Tyler Olson
Financial Planner, Olson Consulting
"Wealth.com is fantastic. If you work with us or another planning firm that uses them, you’ll find it’s a great tool to process estate planning documents."
Stoy Hall
CEO, Black Mammoth
"Exciting news! We've partnered with Wealth.com to make estate planning easier and more accessible for our clients."
WealthManagement.com
"Congratulations Wealth.com, winner of the ESTATE PLANNING: Technology category of the 2025 Wealth Management Industry Awards."
Robert Falco
Founder, Stewardship Asset Management
"Exciting news! Stewardship Asset Management has partnered with Wealth.com to bring you cutting-edge digital estate planning! Create, manage, and secure your legacy with ease, starting at a fraction of the cost."
Tyler Olson
Financial Planner, Olson Consulting
"Wealth.com is fantastic. If you work with us or another planning firm that uses them, you’ll find it’s a great tool to process estate planning documents."
Stoy Hall
CEO, Black Mammoth
"Exciting news! We've partnered with Wealth.com to make estate planning easier and more accessible for our clients."
WealthManagement.com
"Congratulations Wealth.com, winner of the ESTATE PLANNING: Technology category of the 2025 Wealth Management Industry Awards."
Robert Falco
Founder, Stewardship Asset Management
"Exciting news! Stewardship Asset Management has partnered with Wealth.com to bring you cutting-edge digital estate planning! Create, manage, and secure your legacy with ease, starting at a fraction of the cost."
Tyler Olson
Financial Planner, Olson Consulting
"Wealth.com is fantastic. If you work with us or another planning firm that uses them, you’ll find it’s a great tool to process estate planning documents."
Stoy Hall
CEO, Black Mammoth
"Exciting news! We've partnered with Wealth.com to make estate planning easier and more accessible for our clients."
WealthManagement.com
"Congratulations Wealth.com, winner of the ESTATE PLANNING: Technology category of the 2025 Wealth Management Industry Awards."
Robert Falco
Founder, Stewardship Asset Management
"Exciting news! Stewardship Asset Management has partnered with Wealth.com to bring you cutting-edge digital estate planning! Create, manage, and secure your legacy with ease, starting at a fraction of the cost."
Tyler Olson
Financial Planner, Olson Consulting
"Wealth.com is fantastic. If you work with us or another planning firm that uses them, you’ll find it’s a great tool to process estate planning documents."
Stoy Hall
CEO, Black Mammoth
"Exciting news! We've partnered with Wealth.com to make estate planning easier and more accessible for our clients."
WealthManagement.com
"Congratulations Wealth.com, winner of the ESTATE PLANNING: Technology category of the 2025 Wealth Management Industry Awards."
Robert Falco
Founder, Stewardship Asset Management
"Exciting news! Stewardship Asset Management has partnered with Wealth.com to bring you cutting-edge digital estate planning! Create, manage, and secure your legacy with ease, starting at a fraction of the cost."
Tyler Olson
Financial Planner, Olson Consulting
"Wealth.com is fantastic. If you work with us or another planning firm that uses them, you’ll find it’s a great tool to process estate planning documents."
Stoy Hall
CEO, Black Mammoth
"Exciting news! We've partnered with Wealth.com to make estate planning easier and more accessible for our clients."
