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Description
In under 20 minutes, you can efficiently write or revise your legal will without any cost. Additionally, consider using an advance healthcare directive or living will to outline your medical preferences and designate someone to make decisions if you cannot. To ensure your financial obligations are managed, appoint an individual who can handle your financial matters on your behalf in case of incapacity. It’s essential to document and allocate assets that may not be included in your will, such as 401(k)s, IRAs, and life insurance policies. Establishing a revocable living trust can serve many of the same purposes as a last will and testament, and it can also help bypass the lengthy probate process in California. Although drafting your own will may seem intimidating, we collaborated with leading legal professionals to develop an interactive online will maker. By simply entering your information, you can produce a last will and testament tailored to your specific desires, making the process easier and more accessible. This way, you can ensure that your wishes are clearly expressed and legally binding.
Description
Wealth.com serves as a contemporary estate-planning platform led by advisors, catering to a diverse clientele and providing a comprehensive workflow that encompasses everything from grasping a client's estate to its ongoing optimization and management. Among its standout features is Ester AI, which efficiently extracts and visualizes information from complicated estate-planning documents, allowing advisors to produce concise, client-friendly summaries and visual aids; a Report Builder that crafts visual reports to enhance planning decisions; a Scenario Builder that empowers advisors to simulate, compare, and refine planning strategies, including tax implications and generational transfers; and tools for Document Creation that swiftly produce high-quality, attorney-level legal documents and diagrams. Furthermore, the platform boasts additional functionalities like interactive flowcharts, secure document storage, family-tree visualization, action-item monitoring, and seamless integration with over 20 financial and CRM platforms, including well-known names like Salesforce, eMoney, and Orion. In today's fast-paced financial landscape, Wealth.com stands out by offering innovative solutions that facilitate better communication between advisors and clients while streamlining the estate-planning process.
API Access
Has API
API Access
Has API
Integrations
Addepar
Black Diamond Wealth Platform
Charles Schwab
Coinbase
Orion
Redtail CRM
Salesforce
Wealthbox
Zillow
eMoney
Integrations
Addepar
Black Diamond Wealth Platform
Charles Schwab
Coinbase
Orion
Redtail CRM
Salesforce
Wealthbox
Zillow
eMoney
Pricing Details
Free
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
FreeWill
Country
United States
Website
www.freewill.com
Vendor Details
Company Name
Wealth.com
Founded
2021
Country
United States
Website
www.wealth.com