About Wealth.com
Experience Modern Estate Planning with Tools & Support Offered by Wealth.com
Wealth.com is a digital estate planning solution designed to help you protect your legacy with confidence. Wealth.com helps offer a seamless, secure, and legally valid way to create your estate plan—without the complexity or high cost of traditional methods. It's estate planning made modern.
What Can Wealth.com Do for You?
From healthcare preferences to guardianship decisions, an estate plan keeps control in your hands, not the court’s.
With an estate plan you can avoid your assets being tied up in probate, causing costly delays and legal headaches for your loved ones.
A clearly documented plan helps minimize family conflict by eliminating confusion or disagreements about your intentions.
Plan with flexibility and continuity across different states. Your wills, trusts, and estate plan will stay valid no matter where you or your heirs live.
Use visual cues and helpful explanations to walk you through each decision, so you know exactly what you're planning and why it matters.
Skip the long meetings and paperwork. Complete everything securely online, at your own pace, with built-in guidance to support you every step of the way.
Access to the Wealth.com website is granted to you by Wealth, Inc. through your Cetera associated financial professional solely in his/her capacity as a subscriber, which provides you with access to certain estate planning documents. Should you choose to use Wealth.com to access estate planning documents, you will supply information directly to Wealth.com, and Wealth.com will provide you with draft estate planning documents. None of Cetera financial professionals, or Wealth, Inc. are acting as an attorney or providing legal advice in any fashion. All such documents generated by Wealth.com are subject to Wealth.com's terms and conditions, which you should review. You should not rely on these documents until, at a minimum, you have reviewed and finalized them with an attorney from Wealth.com's nationwide network of attorneys on retainer. Prior to finalizing any documents, Cetera also encourages you to seek personalized estate planning advice from as many qualified professionals as appropriate to evaluate your individual estate planning needs and to review your estate plan documents.
Please note that Cetera and their affiliates are not related to or otherwise affiliated with Wealth, Inc. by common ownership or control. Neither Cetera nor its financial professionals receive compensation from Wealth, Inc.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera nor any of its representatives may give legal or tax advice.