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Help your employees secure their family’s financial future

72% said they would set up an estate plan if offered as an employee benefit.

As seen in

Why Choose Wealth

Attract and retain top talent by offering a unique benefit your employees want.

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Because people count

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.

Wealth at work.
Benefits That Matter
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Benefits That Matter

In today’s competitive job market, employers need to find new ways to attract and retain top talent. Few companies offer estate planning as a benefit, but people want it. We surveyed 10,000 working Americans, and here is what we discovered:

  • Only 13% say they receive estate planning as an employee benefit
  • 72% said they would use estate planning services if provided

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

I had never thought I could afford an estate plan until my company offered it as a benefit

Now I feel good knowing that I’ve secured my family’s legacy, and my children are protected if something happens to me."

Molly Hews,customer

How It Works

Step 1

Implementation Kickoff

A dedicated Client Success Manager (CSM) is assigned to oversee all aspects of our partnership.
Step 2

Onboarding Material Review

Your CSM will provide you with co-branded promotional and educational materials to walk your employees through the early adoption process.
Step 3

Training & Education

Virtual or on-site training sessions are provided by your CSM to educate employees on all aspects of estate planning and navigating the Wealth platform.
Step 4

Program Go Live & Beyond

Employees have access to create, manage and visualize their estate plans.
Your CSM will continue to strategize new ways to engage and reach your diverse workforce.

A dedicated Client Success Manager to oversee our partnership

Continued education through branded materials and training

Fast and easy implementation and onboarding for your employees

Ongoing support to strategize new ways to be better support you

Our Plans

Wealth has three standard bundle packages, or we can provide you with a customized solution.

Compare Side By Side

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

Core Plan

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

Will Plan

Trust Plan

Still have questions?

How long is a membership with Wealth good for?

Our memberships are valid for one year.

How do I know this document is good/valid for my state?

Because every state has different laws, our documents are customized to be legally compliant in the state where your employees live (not necessarily the state where they work, if it differs).

Can employees update their estate plans once they have been created?

Once an employee has created an estate plan with Wealth, they can go into their account anytime and update their information, so their plan is always valid and current.

Does an employee get to keep their estate plan if they leave the company?

Once an employee creates their estate plan, it is a valid legal document. However, if an employee leaves the company, they will be required to purchase an individual membership if they wish to continue updating and storing their plan with Wealth.

We’re also available to financial advisors