New Estate Planning Service: Partnering with Wealth.com
We’re pleased to announce our partnership with Wealth.com, which allows us to offer a comprehensive digital estate planning solution that simplifies the process and makes it more affordable.
Why This Partnership Matters
Estate planning is an essential aspect of financial management, yet many people find the traditional route daunting due to high costs. For an attorney with experience with estate planning, the average cost for putting together an estate plan is $5,000 and can be as high as $10,000 in metropolitan areas, with supplemental costs incurred every time you need to update your plan. This can create barriers to effective estate planning.
Through our collaboration with Wealth.com, we can now provide you with access to a digital estate planning platform at a lower cost. This service is designed to help you create and manage your estate plan in a way that fits your unique situation.
Customized Planning
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 today and your post-life legacy.
Getting started is easy and you don’t have to do everything in one sitting. Our access 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.
Keeping Your Plan Relevant
Partnered with Wealth.com, we can provide smart recommendations to help you keep your plan up to date. If you’re interested in learning more about how this new service can benefit you, reach out for more information.
