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Description

LegalShield is a membership-based platform that provides both individuals and businesses with access to a vast network of seasoned attorneys for a variety of legal needs, including consultations, document analysis, and representation without the burden of hourly fees. Members benefit from limitless legal counsel on both personal and business matters, as well as proactive communications such as letters and phone calls made on their behalf, comprehensive document assessments (including contracts, leases, and wills), and 24/7 emergency legal support for covered scenarios. Furthermore, if additional services beyond what is included in the plan are required, members enjoy discounted pricing. This system facilitates easier access to legal resources by connecting members with law firms that possess an average of 22 years of experience, ensures secure communication with attorneys through a mobile application or portal, and addresses a broad spectrum of legal situations, ranging from estate planning and tenant issues to small business concerns such as contract negotiation and debt recovery. In this way, LegalShield not only simplifies legal access but also empowers its members to navigate complex legal landscapes with confidence.

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

Screenshots View All

Screenshots View All

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

$26.95 per month
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

LegalShield

Founded

1972

Country

United States

Website

www.legalshield.com

Vendor Details

Company Name

Wealth.com

Founded

2021

Country

United States

Website

www.wealth.com

Product Features

Product Features

Alternatives

Alternatives