A plan for what happens next.

Wills, trusts, powers of attorney, and health care directives — built around your life, made available through the Wealth.com estate planning platform, in coordination with your overall financial plan.

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Estate planning is not just for retirees, and it is not just for the wealthy.

At its core, estate planning means putting a small set of documents in place that say, in your own words, what should happen if something happens to you. It covers who makes decisions on your behalf if you are unable to, who cares for your children, who receives what you have built, and how those wishes are carried out.

Without these documents in place, those decisions are left to default state law and the court system, rather than to you and the people you trust. For many families, putting a plan in place brings a sense of relief that is hard to describe until it is done.

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Your Legacy Starts Here

We’re aligned with Wealth.com, a third-party online estate planning platform, to make estate planning resources available to clients as part of their broader financial planning process.

Estate planning is not something we hand off and walk away from. It is part of the same ongoing conversation we have with you about your goals, your family, and your financial picture.

Your advisor remains involved throughout the process, helping you think through how decisions like naming a guardian, trustee, or power of attorney fit with the rest of your financial strategy.

What’s Included In Your Estate Plan

The exact documents that make sense for your situation depend on your state, your family structure, and the complexity of your assets. We will walk through what applies to you during a conversation with your advisor.

Last Will and Testament

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Revocable Living Trust

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Financial Power of Attorney

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Health Care Power of Attorney

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Beneficiary Designation

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Last Will and Testament — Revocable Living Trust — Financial Power of Attorney — Health Care Power of Attorney — Beneficiary Designation —

A guided process, not a do-it-yourself form

Start with a conversation

1

You and your advisor talk through your family situation, your wishes, and what matters most to you. This is not a legal consultation, it is a starting point for the planning that follows.

Complete a guided questionnaire

2

Using the Wealth.com platform, you will answer a series of straightforward questions about your family, your assets, and your preferences, at your own pace.

Review your documents

3

Your documents are generated through the Wealth.com platform based on the information you provide. You and your advisor review them together for consistency with your broader financial plan.

Sign and store securely 

4

Once finalized through the Wealth.com platform, your documents are signed and stored in accordance with the platform’s guidance and your state’s requirements, so they are there when your family needs them. 

Revisit as life changes

5

Marriage, a new child, a move to a new state, or a change in assets are all good reasons to revisit your estate plan. We will check in on this as part of your regular planning meetings.

Frequently Asked Questions

  • Yes. Estate planning is not only about the size of your estate. It is about making sure decisions about your health care, your dependents, and your wishes are documented, no matter your net worth.

  • A will directs how your assets are distributed after you pass and typically goes through probate. A revocable living trust can allow assets to pass to your beneficiaries without going through probate court, and can offer more privacy and flexibility. Your advisor can help you think through which makes sense for your situation.

  • Documents generated through the Wealth.com platform are designed to reflect the laws of your selected state. Because requirements vary by state and individual circumstances, we encourage you to review your documents carefully. Wealth.com’s network of attorneys are available to answer questions at an additional cost, or you are welcome to consult an attorney of your own choosing, before you execute them.

  • More complex situations may call for additional planning beyond the foundational documents. We will help you identify when that is the case, and you will have access to Wealth.com’s network of estate planning attorneys, or you are welcome to work with an attorney of your own choosing.

  • Cost depends on your situation and the documents you need. Reach out to schedule a conversation with your advisor, and we will walk you through the details and any associated cost before you move forward.

  • Many clients complete their core documents within a few weeks, depending on how quickly they move through the guided questionnaire and how much back-and-forth their situation requires.

  • Yes. Information you provide through the estate planning process is handled through a secure platform designed to protect personal and financial information.

  • We recommend reviewing your estate plan any time you experience a major life change, such as a marriage, divorce, birth, move to a new state, or significant change in assets, and as part of your regular planning meetings with us.

Let’s help you document your wishes.

Schedule a conversation with your advisor to talk through what an estate plan could look like for your family.

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