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Intuitive & Guided Experience
Intuitive & Guided Experience
Intuitive & Guided Experience
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Unlimited access to wealth.com exclusive estate planning
The most comprehensive digital estate planning solution on the market!
Designed and built by experts in trust & estate law, wealth.com provides a customized estate plan based on your unique circumstances and preferences. Wealth.com isn’t a one -size -fits-all document creation wizard like many other available options. It’s a financial technology platform that bridges the gap between the wealth you’re working hard to build to day and your post-life legacy.
Getting started is easy and you don’t have to do every thing in one sitting. Unlimited access from Estate Done means you can come back any time after signing up to work on your plan or update key documents and collaborate along the way with your advisor.