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Choose a guardian for your children.Choose a guardian for your children.Choose a guardian for your children.

Will Plan

Decide who gets your belongings

Choose a guardian for your children, create state-specific legal documents, see all of your assets in one place and specify your final health care wishes.

Start My Will

What’s included?

Last Will & Testament
Financial Power of Attorney
Advance Healthcare Directive
Guardianship Nomination
Create, manage and visualize your estate plan with wealth.com

Our intuitive platform lets you:

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

Last Will & Testament

  • Decide how your finances and assets should be divided up
  • Leave gifts (money, valuables, property, etc.) to people or organizations
  • Choose who you want to be in charge of distributing your possessions

This document names your executor and communicates your final wishes regarding your assets and beneficiaries.

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
Start My Will

Old Way

to Make an Estate Plan

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

  • 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  • Six months later, learn your estate plan is out of date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 upload accounts and documents to our digital platform

  • 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 still pretty young. I don’t see why I need a Will.

No one can predict the future, and an estate plan is more than finances. Leave your belongings to those who will cherish them, and ensure your family and pets are cared for.

I don’t own anything of value or have a lot of money to warrant a Will.

Whether you have $3,000 or $300,000, no one but you should decide what you do with your money. A Will lets you decide what you want to happen to your stuff.

I already have a Guardianship Nomination for my kids, so I don’t need a Will.

A Guardianship Nomination lets you express your wishes over who you want to care for your children if something happens to you. Unlike a Will, it is not binding in the Court and doesn’t determine what happens to your property or finances.

I’m still pretty young. I don’t see why I need a Will.

No one can predict the future, and an estate plan is more than finances. Leave your belongings to those who will cherish them, and ensure your family and pets are cared for.

I don’t own anything of value or have a lot of money to warrant a Will.

Whether you have $3,000 or $300,000, no one but you should decide what you do with your money. A Will lets you decide what you want to happen to your stuff.

I already have a Guardianship Nomination for my kids, so I don’t need a Will.

A Guardianship Nomination lets you express your wishes over who you want to care for your children if something happens to you. Unlike a Will, it is not binding in the Court and doesn’t determine what happens to your property or finances.

I’m still pretty young. I don’t see why I need a Will.

No one can predict the future, and an estate plan is more than finances. Leave your belongings to those who will cherish them, and ensure your family and pets are cared for.

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.

Compare Side By Side

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

Select Plan

Trust Plan

Select Will Plan

Still have questions?

Do I need to speak to an attorney before starting a digital estate plan?

There is no requirement that you need an attorney to help you create your estate plan. However, an attorney can help answer any questions you might have. Whether an attorney is necessary at some point in the process will also vary from person to person.

Does a Will let me bypass probate court?

No. A Will names your executor and directs them on how you want to distribute your assets. Your Will must be proven valid in court before your executor can follow your instructions. The process where the judge approves your Will is called probate.

Is a Will the same thing as a Trust?

No, but they serve a similar purpose. A Revocable Trust lets you avoid probate. A Will must go through the probate process after you pass away. A Revocable Trust can “hold” your assets during your life and lets you name a trustee who will distribute them after you pass away without involving the court.

How long does it take to receive my estate plan?

With the Will Plan, you can download your plan as soon as it’s finished or request a 1-time complimentary printing and mailing.

How often do I have to update my estate plan?

It is always a good idea to review your estate plan every few years to make sure it’s up to date and includes any major life changes, such as marriage, birth or adoption of children and changes to your own health and wealth.

Check out our other plans

Core Plan

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.
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