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Add value to your clients by offering estate planning services

The No. 1 reason people cite for making an estate plan is the advice of a financial advisor.

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Why Choose Wealth

Strengthen relationships with current clients and attract new ones by supporting the legacy-building process and adding scalable value to your overall financial services.

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Give your clients something different

Wealth is the first comprehensive estate planning platform that empowers people to see their financial universe visualized in one place and create legal documents to secure their legacy for generations to come.

Woman uploading her assets on the Wealth app.
Added Value
Competitive Edge
Future-Proof Your Business

Added Value

Provide your clients with holistic guidance on their finances by helping them visualize their assets, oversee the estate plan creation process and plan for their family’s future.

    Digital Estate Planning

    Wealth is the first digital estate planning platform to provide professional legal document creation, asset inventory management, secure file storage and collaboration tools.

    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

    "By offering digital estate planning through Wealth, I have set myself apart from the competition. My clients love how easy the platform is."

    Josh MyersFinancial Advisor
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    What You Get

    Custom co-branded landing page

    Educational newsletters, videos and articles

    Ability for clients to share access to files

    Dedicated contact for nationwide estate plans

    Consistent experience for your clients

    Our Plans

    Our Trust Plan is available for financial advisors to recommend to their clients.

    Trust-Based Estate Planning

    Wealth Platform Access
    Advance Health Care Directive
    Financial Power of Attorney
    Guardianship Nomination
    Last Will & Testament
    Revocable Trust & Pourover Will

    Still have questions?

    Do you offer customized estate plans for financial advisors?

    We are always happy to work with you to put together the best solution and options for your clients.

    How long is a membership with Wealth good for?

    Our memberships are valid for one year.

    Can my clients update their estate plans once they have been created?

    Once your clients have created an estate plan with Wealth, they can go into their account anytime and update their information, so their estate plans are always valid and current.

    Are your documents state-specific?

    Because every state has different laws, our documents are customized to be legally compliant in the state where your clients live.

    We’re also available as an employee benefit.