FAQs

Quick Answers

Is this legal advice or a law firm service?

We coordinate your estate plan using Wealth.com’s platform and your overall financial plan. We are not a law firm and do not provide legal advice. Where appropriate, we’ll collaborate with your attorney or refer you to one.

How do I know what documents or services I will need?

We guide you through a simple discovery process to understand your goals, family structure, and assets. From there, we recommend only the documents and services that fit your situation.

Can I update my documents later?

Yes! Life changes, and your plan should too. You can make unlimited updates and amendments through the platform to keep everything current.

How long does it take?

Most families complete core documents within days, depending on complexity and scheduling. Funding and beneficiary alignment may extend the timeline.

Who stores my documents?

Your signed documents live in a secure digital vault with controlled sharing. We also retain copies in your client portal for coordination.

How much does it cost?

Pricing is transparent and based on your needs. We’ll outline options during your complimentary consultation before any work begins.

What if I already have estate planning documents?

We review your current documents to see what still works and what may be outdated or incomplete. Then we help update or replace them as needed to align with your goals.