Your legacy lives here

Estate planning with confidence.

Who will inherit my house?

What happens to grandpa's dog?

Death brings with it sorrow as family and friends grieve their loved one. Having an estate plan in place helps ensure your family is cared for and isn't left guessing your wishes at such a difficult moment.

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I want my health care wishes to be documented.

How do I make sure my voice is heard?

Your healthcare proxy plays an important role ensuring your health care is carried out as intended if you cannot advocate for yourself. An estate plan makes those wishes clear.

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I want my health care wishes to be documented.

I feel passionate about supporting this cause.

Some things are bigger than us.

Continuing to support a cause ensures what matters to you lives on. With an estate plan, you can direct your charitable giving to secure this meaningful part of your legacy.

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I feel passionate about supporting this cause.

Who will raise my child in the event of the unthinkable?

How will they pay for school if I'm not around?

No one knows better than you what's best for your children. Estate planning will secure their financial and emotional well-being in your absence.

Start My Plan

Who will raise my child in the event of the unthinkable?

I just saw her—I can’t believe she’s gone!

Whether it's a close friend, a family member or even a public figure, untimely death forces us to face our own mortality. Having a plan will put your mind at ease.

Start My Plan

I just saw her—I can’t believe she’s gone!

I want to leave my daughter her grandma’s ring.

How do I make sure my son inherits his dad’s pocket watch?

Creating a plan for who gets what ensures the recipient will be someone who will truly cherish it, whether it’s mom’s photo albums, Grandpa's WWII medal or your prized record collection.

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I want to leave my daughter her grandma’s ring.

Is it time to have that conversation?

Anyone who has lost a loved one only to discover their affairs in disarray knows the undue stress this causes. A well-defined estate plan provides the guidance everyone needs.

Start My Plan

I want to be buried next to my partner.

What will happen to my ashes?

It's important to you and your family that you say goodbye on your own terms. An estate plan helps ensure they'll know your final wishes.

Start my plan

I want my wife to see everything we’ve built.

I want my wife to know where everything is if something happens to me.

From synched bank accounts to cryptocurrency, an estate plan ensures your loved ones will be able to see everything you own.

Start my plan

I want my wife to see everything we’ve built.

Who will inherit my house?

What happens to grandpa's dog?

Start My Plan

I want my health care wishes to be documented.

How do I make sure my voice is heard?

Your healthcare proxy plays an important role ensuring your health care is carried out as intended if you cannot advocate for yourself. An estate plan makes those wishes clear.

Start My Plan

I feel passionate about supporting this cause.

Some things are bigger than us.

Continuing to support a cause ensures what matters to you lives on. With an estate plan, you can direct your charitable giving to secure this meaningful part of your legacy.

Start My Plan

Who will raise my child in the event of the unthinkable?

How will they pay for school if I'm not around?

No one knows better than you what's best for your children. Estate planning will secure their financial and emotional well-being in your absence.

Start My Plan

I just saw her—I can’t believe she’s gone!

Whether it's a close friend, a family member or even a public figure, untimely death forces us to face our own mortality. Having a plan will put your mind at ease.

Start My Plan

I want to leave my daughter her grandma’s ring.

How do I make sure my son inherits his dad’s pocket watch?

Creating a plan for who gets what ensures the recipient will be someone who will truly cherish it, whether it’s mom’s photo albums, Grandpa's WWII medal or your prized record collection.

Start My Plan

Is it time to have that conversation?

Anyone who has lost a loved one only to discover their affairs in disarray knows the undue stress this causes. A well-defined estate plan provides the guidance everyone needs.

Start My Plan

I want to be buried next to my partner.

What will happen to my ashes?

It's important to you and your family that you say goodbye on your own terms. An estate plan helps ensure they'll know your final wishes.

Start my plan

I want my wife to see everything we’ve built.

I want my wife to know where everything is if something happens to me.

From synched bank accounts to cryptocurrency, an estate plan ensures your loved ones will be able to see everything you own.

Start my plan

Who will inherit my house?

What happens to grandpa's dog?

Start My Plan

I want my health care wishes to be documented.

How do I make sure my voice is heard?

Your healthcare proxy plays an important role ensuring your health care is carried out as intended if you cannot advocate for yourself. An estate plan makes those wishes clear.

Start My Plan

I feel passionate about supporting this cause.

Some things are bigger than us.

Continuing to support a cause ensures what matters to you lives on. With an estate plan, you can direct your charitable giving to secure this meaningful part of your legacy.

Start My Plan

Who will raise my child in the event of the unthinkable?

How will they pay for school if I'm not around?

No one knows better than you what's best for your children. Estate planning will secure their financial and emotional well-being in your absence.

Start My Plan

I just saw her—I can’t believe she’s gone!

Whether it's a close friend, a family member or even a public figure, untimely death forces us to face our own mortality. Having a plan will put your mind at ease.

Start My Plan

I want to leave my daughter her grandma’s ring.

How do I make sure my son inherits his dad’s pocket watch?

Creating a plan for who gets what ensures the recipient will be someone who will truly cherish it, whether it’s mom’s photo albums, Grandpa's WWII medal or your prized record collection.

Start My Plan

Is it time to have that conversation?

Anyone who has lost a loved one only to discover their affairs in disarray knows the undue stress this causes. A well-defined estate plan provides the guidance everyone needs.

Start My Plan

I want to be buried next to my partner.

What will happen to my ashes?

It's important to you and your family that you say goodbye on your own terms. An estate plan helps ensure they'll know your final wishes.

Start my plan

I want my wife to see everything we’ve built.

I want my wife to know where everything is if something happens to me.

From synched bank accounts to cryptocurrency, an estate plan ensures your loved ones will be able to see everything you own.

Start my plan

Digital Estate Planning

Visualize

Create

Manage

Visualize your estate plan and assets

Take an inventory of your assets with our net worth aggregator
Compare who owns the majority of your family's assets with our Ownership Balance Sheet
Envision how your assets will pass to your loved ones with our flowchart visualizer

Create your plan with state-specific legal documents

Revocable Trust & Pourover Will
Last Will & Testament
Financial Power of Attorney
Advance Health Care Directive
Guardianship Nominations

Manage and edit your plan over time

Securely store your documents in our bank-level-encrypted digital Vault
Share your estate plan securely with trusted collaborators
Update your plan anytime and grant emergency access to beneficiaries and executors
Tap into resources that guide you on how to change your plan

Visualize

Create

Manage

Start My Plan

As seen in

We are excited to partner with Wealth in our mission to empower parents to build a better tomorrow for their kids.

Estate planning plays a critical role in helping families protect their financial futures, and Wealth’s digital services offer a comprehensive and secure solution.

Ksenia Yudina CEO of UNest

Wealth for Companies

Attracting and retaining top talent in today’s competitive job market requires providing benefits people care about.

Learn More

Employees say they need an estate plan

72% of employed American adults said they would set up an estate plan if offered as a benefit

We’re also available to financial advisors.

Is estate planning for me?

I don’t have kids. Why do I need an estate plan?

Whether ensuring your pet’s ongoing care or making a legacy donation, there’s more to estate planning than inheritance.

I’m afraid to talk about end of life care with my family.

Having conversations with family members about death and aging can be tough, but setting up an estate plan helps everyone get on the same page.

I can always get around to it later. Why do I need one now?

No one can predict the future. If something were to happen to you, who would you trust with your legacy?

I hate thinking about death.

Unfortunately, death is an unavoidable part of life. We might not be able to control when we die, but an estate plan gives you a say in the process.

I’m not a wealthy person. Why do I need an estate plan?

It’s not always about the money. If you have a family heirloom, a special collection, or anything that holds sentimental value, you want it to go to someone who will cherish it.

I don’t have kids. Why do I need an estate plan?

Whether ensuring your pet’s ongoing care or making a legacy donation, there’s more to estate planning than inheritance.

I’m afraid to talk about end of life care with my family.

Having conversations with family members about death and aging can be tough, but setting up an estate plan helps everyone get on the same page.

I can always get around to it later. Why do I need one now?

No one can predict the future. If something were to happen to you, who would you trust with your legacy?

I hate thinking about death.

Unfortunately, death is an unavoidable part of life. We might not be able to control when we die, but an estate plan gives you a say in the process.

I’m not a wealthy person. Why do I need an estate plan?

It’s not always about the money. If you have a family heirloom, a special collection, or anything that holds sentimental value, you want it to go to someone who will cherish it.

I don’t have kids. Why do I need an estate plan?

Whether ensuring your pet’s ongoing care or making a legacy donation, there’s more to estate planning than inheritance.

I’m afraid to talk about end of life care with my family.

Having conversations with family members about death and aging can be tough, but setting up an estate plan helps everyone get on the same page.

I can always get around to it later. Why do I need one now?

No one can predict the future. If something were to happen to you, who would you trust with your legacy?

I hate thinking about death.

Unfortunately, death is an unavoidable part of life. We might not be able to control when we die, but an estate plan gives you a say in the process.

I’m not a wealthy person. Why do I need an estate plan?

It’s not always about the money. If you have a family heirloom, a special collection, or anything that holds sentimental value, you want it to go to someone who will cherish it.

I don’t have kids. Why do I need an estate plan?

Whether ensuring your pet’s ongoing care or making a legacy donation, there’s more to estate planning than inheritance.

I’m afraid to talk about end of life care with my family.

Having conversations with family members about death and aging can be tough, but setting up an estate plan helps everyone get on the same page.

I can always get around to it later. Why do I need one now?

No one can predict the future. If something were to happen to you, who would you trust with your legacy?

I hate thinking about death.

Unfortunately, death is an unavoidable part of life. We might not be able to control when we die, but an estate plan gives you a say in the process.

I’m not a wealthy person. Why do I need an estate plan?

It’s not always about the money. If you have a family heirloom, a special collection, or anything that holds sentimental value, you want it to go to someone who will cherish it.

I don’t have kids. Why do I need an estate plan?

Whether ensuring your pet’s ongoing care or making a legacy donation, there’s more to estate planning than inheritance.

I’m afraid to talk about end of life care with my family.

Having conversations with family members about death and aging can be tough, but setting up an estate plan helps everyone get on the same page.

I can always get around to it later. Why do I need one now?

No one can predict the future. If something were to happen to you, who would you trust with your legacy?

I hate thinking about death.

Unfortunately, death is an unavoidable part of life. We might not be able to control when we die, but an estate plan gives you a say in the process.

I’m not a wealthy person. Why do I need an estate plan?

It’s not always about the money. If you have a family heirloom, a special collection, or anything that holds sentimental value, you want it to go to someone who will cherish it.

I don’t have kids. Why do I need an estate plan?

Whether ensuring your pet’s ongoing care or making a legacy donation, there’s more to estate planning than inheritance.

I’m afraid to talk about end of life care with my family.

Having conversations with family members about death and aging can be tough, but setting up an estate plan helps everyone get on the same page.

I can always get around to it later. Why do I need one now?

No one can predict the future. If something were to happen to you, who would you trust with your legacy?

I hate thinking about death.

Unfortunately, death is an unavoidable part of life. We might not be able to control when we die, but an estate plan gives you a say in the process.

I’m not a wealthy person. Why do I need an estate plan?

It’s not always about the money. If you have a family heirloom, a special collection, or anything that holds sentimental value, you want it to go to someone who will cherish it.

You Can Trust

You Can Trust Your Information Is Safe

Our multi-layer security protects your privacy and keeps your personal information and financial data safe.

We confirm it’s really you

A multi-factor authentication system makes the sign-in process easy and secure.

Our encryption is top level

Wealth’s platform uses https protocol, which means that any Personal Information entered into the platform is encrypted. While many sites use https, encrypted at 56 or 126-bits, Wealth is protected by 256-bit encryption—equivalent to the encryption used by banks and most financial institutions.

We do our due diligence

SOC 2 is an auditing standard maintained by the American Institute of Certified Public Accountants (AICPA) to test an organization’s internal controls or information security and privacy. Our SOC 2 compliance means that Wealth is audited against five Trust Services Criteria yearly, comprising security, availability, confidentiality, privacy and processing integrity.

We never sell your data

Privacy is our top priority. We’re here to help you achieve financial wellness, not sell your data.

We’re committed to keeping your information safe. Data security is in our DNA.

Rafael LoureiroCEO of Wealth

Estate Planning Documents You Need

A Revocable Trust acts like a bucket you fill with your assets. Unlike a Will, a Trust is active the day it's created. You can decide which assets to transfer to your Trust immediately. Your Trust will be paired with a Pourover Will. The main objective of this kind of Will is to catch any assets in your estate and transfer them into your Trust.

Start My Plan

We surveyed 10,000 American adults to learn about current attitudes and behaviors around estate planning.

Here’s what we learned

State  of Estate Planning Report

We spoke with HR leaders to better understand the current financial wellness landscape and why estate planning should be an essential part of their benefits package. Here's what they said.

Here’s what we learned

Financial Literacy & Employee Benefits

Make a plan to start your plan today.

Start My Plan