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Core Plan

Name a guardian for your children

Choose who you want to care for your children if something happens to you without having to make a complete estate plan. The Core Plan is perfect for anyone needing a quick plan covering the basics.

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What’s included?

Financial Power of Attorney
Advance Health Care Directive
Guardianship Nomination
Create, manage and visualize your estate plan with wealth.com

With our intuitive platform you can

  • Create state-specific legal documents and make unlimited updates
  • Inventory your assets, and we will keep them updated through live integrations, such as Zillow, Coinbase and 14,000 US financial institutions
  • Securely store important documents such as tax returns, house deeds and more in our digital Vault
  • Instantly share and collaborate with family members, executors and advisors
  • Grant emergency access to trusted individuals when the time comes
Financial Power of Attorney
Advance Health Care Directive
Guardianship Nomination

Financial Power of Attorney

  • Choose who you want to manage your bills, bank accounts and investments
  • Select who you want to apply for government benefits
  • Determine who you want to file your taxes

This gives a person you choose the ability to conduct financial transactions, sign documents and make legal decisions on your behalf.

How It Works

Confidently make your estate plan with our comprehensive and intuitive digital platform.
1
Take an inventory of your estate, including all of your assets
2
Create a plan for those assets, and select your key decision-makers
3
Securely store your plan with other important documents in the Vault
4
Access and update your estate plan anytime on our secure platform
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Old Way

to Make an Estate Plan

  • Search house and computer for house deed, car titles, bank statements and investments

  • Waste hours organizing everything into a clunky file folder and lug to attorney’s office

  • Spend time and thousands of dollars sorting through everything with attorney

  • Inevitably forget something and have to go home to retrieve it

  • Make many more trips to attorney’s office to ensure everything is correct, pay each time

  • Receive finalized estate plan at a later date

  • Six months later, learn your estate plan is out of date

  • Repeat the entire process again

New Way

to Make an Estate Plan

  • Easily access our digital platform anytime

  • Take an inventory of your assets and see them in one place

  • Respond to a short series of questions to customize your estate plan

  • Receive guidance throughout the process to make sure you don’t forget anything

  • Instantly receive state-specific legal documents

  • Update your estate plan anytime

Is estate planning for me?

I’m getting older and want to ensure my final wishes are documented somewhere.

Making your final wishes and life-prolonging decisions known to your loved ones is essential for end-of-life care. The Core Plan lets you choose an Advance Healthcare Directive and a Financial Power of Attorney to ensure your healthcare decisions are known.

I’m a pet parent who wants to make sure my dog is cared for.

A Financial Power of Attorney lets your choose someone who will be able to access your assets and care for your pet if needed.

I have kids, but I don’t have time or money to get an entire estate plan.

The Core Plan is ideal for anyone who wants to ensure their children will be provided for if something happens to them, but might not have the time or resources to create an entire estate plan yet.

I’m getting older and want to ensure my final wishes are documented somewhere.

Making your final wishes and life-prolonging decisions known to your loved ones is essential for end-of-life care. The Core Plan lets you choose an Advance Healthcare Directive and a Financial Power of Attorney to ensure your healthcare decisions are known.

I’m a pet parent who wants to make sure my dog is cared for.

A Financial Power of Attorney lets your choose someone who will be able to access your assets and care for your pet if needed.

I have kids, but I don’t have time or money to get an entire estate plan.

The Core Plan is ideal for anyone who wants to ensure their children will be provided for if something happens to them, but might not have the time or resources to create an entire estate plan yet.

I’m getting older and want to ensure my final wishes are documented somewhere.

Making your final wishes and life-prolonging decisions known to your loved ones is essential for end-of-life care. The Core Plan lets you choose an Advance Healthcare Directive and a Financial Power of Attorney to ensure your healthcare decisions are known.

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.

"My husband and I were traveling to Europe and leaving our 8-month old baby and didn't have time to make an estate plan.

The Core Plan was perfect for us. We could quickly designate a guardian for her in case something happened to us. "

Lara FernandezWealth Customer

Compare Side By Side

Compare Side By Side

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

Core Plan

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

Will Plan

Trust Plan

Explore Additional Plans

Still have questions?

Does the Core Plan include a Will?

The Core Plan does not include a Will. Please consider our Will Plan or Trust Plan if you are interested in making one.

How soon does a Financial Power of Attorney take effect?

Depending on your state and the choices you make in your estate plan, a Financial Power of Attorney can either take effect immediately or not until you have lost the ability to look after your finances, whether from illness or death.

What’s the difference between an Advance Health Care Directive and a Financial Power of Attorney?

An Advance Health Care Directive names who you want to make health care decisions if incapacitated and provides instructions on your final wishes. A Financial Power of Attorney names someone you want to make financial decisions on your behalf if you are incapacitated.

How quickly do I get access to my estate plan?

Once you have completed your estate plan, the documents are available immediately to download.

Is the Guardianship Nomination binding?

A Guardianship Nomination is not binding in court. Typically, for a Guardianship Nomination to be binding, it must be made in a Will. However, a Guardianship Nomination is an opportunity for you to formally state your childcare wishes to the judge who will be making the final decision.

Check out our other plans

Will Plan

Nominate a guardian for your children, create state-specific legal documents, visualize your assets and specify your final health care wishes.
Learn More

Trust Plan

Skip the complicated probate process and make sure your estate can easily pass down to the people you love free from hassle.
Learn More