Plan today. Protect Tomorrow.
Complete your estate plan to protect your legacy and your family.
- Revocable Living Trurst
- Pour-over Will
- Healthcare Proxy
- Durable Power of Attorney
- Signature Checklists
- Executive Visual Summary
- Unlimited edits and revisions
- Trust manual in plain English
1-on-1 Advisor +
- Your personal certified guide from start to finish
- A completed Revocable Living Trust Draft by the end of your 1-on-1 onboarding session
- Clarity and confidence—no second-guessing
- Insider shortcuts and curated resources t
- Wealth.com support: Chat, email, phoneMon - Fri
- Peace of mind - protect your family from probate
No plan?
A probate judge makes the call
READ THE SMAL PRINT
We are not a law firm and do not provide legal, tax, or financial advice.
In our role as your estate-planning partner, our support services are limited to education, project-management-style accountability, and technical guidance for using the Wealth.com platform to get your estate plan documents completed a ndvalidated.
We guide you through the platform so you feel confident and supported, while you remain in control of your final documents.
$200 OFF (Code provided at Webinar) Expires Monday Midnight (Pacific Time)
Free 54-page Checklist eBook, Lifetime Unlimited Edits, Complimentary Wealth.com Account
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Silver
$69
- Everything in our Bronze tier, plus:
Customizable 30 day meal plan
Instructional videos for workouts
Monthly coaching call
Gold
$99
- Everything in our Silver tier, plus:
Weekly shopping lists
Weekly motivational video series
Weekly coaching call