We coordinate your estate plan using Wealth.com’s platform and your overall financial plan. We are not a law firm and do not provide legal advice. Where appropriate, we’ll collaborate with your attorney or refer you to one.

We guide you through a simple discovery process to understand your goals, family structure, and assets. From there, we recommend only the documents and services that fit your situation.

Yes! Life changes, and your plan should too. You can make unlimited updates and amendments through the platform to keep everything current.

Most families complete core documents within days, depending on complexity and scheduling. Funding and beneficiary alignment may extend the timeline.

Your signed documents live in a secure digital vault with controlled sharing. We also retain copies in your client portal for coordination.

Pricing is transparent and based on your needs. We’ll outline options during your complimentary consultation before any work begins.

We review your current documents to see what still works and what may be outdated or incomplete. Then we help update or replace them as needed to align with your goals.