While most people recognize the need for an estate plan, the process is confusing, time-consuming and inaccessible.
With extensive experience in trust and estate law, personal financial management and data security, our team has built the most intuitive, secure and accessible estate planning solution.
Secure your family’s future with an estate plan that works for you.
We’re re-innovating an antiquated system with new technologies to make estate planning intuitive and comprehensive.
Get a holistic and dynamically updated view of your assets on one secure platform, from your bank accounts to your crypto to more traditional investments.
Create state-specific estate planning documents that determine how your assets will pass to your loved ones and choose key decision-makers.
With a robust asset aggregation platform, intuitive workflow and thought leadership content, we’re making personal financial wellness a reality for everyone.
Because we believe estate planning should be accessible to all.
And working with financial advisors to offer an approachable estate planning solution to their clients.
We’re also available individually to anyone who wants to secure their family’s legacy.
Join a dynamic and passionate team that’s making a difference.
Get in touch to learn more about Wealth as an employee benefit.
Get in touch to learn more about Wealth for financial advisors.
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