Estate Planning

Is Your Will Actually Ready When Your Family Needs It?

Is Your Will Actually Ready When Your Family Needs It?
Most people know they need a will, a trust, or a power of attorney. Almost nobody gets around to it — and the ones who do often haven't looked at their documents in a decade or more. It feels expensive, complicated, and like something you have to take a day off work and sit in a downtown law office to handle.

It doesn't have to be that way.

Through our partnership with Wealth.com, we help clients build a complete estate plan — will, revocable trust, financial power of attorney, healthcare directive — generated from templates drafted by in-house attorneys with experience at top trusts and estates firms, and reviewed by local attorneys to ensure they meet your state's specific legal requirements. All from your kitchen table, often at a cost that may be significantly more affordable than a traditional estate attorney.

Not Sure What You Even Need? You Don't Have to Know.

You don't need to walk in already knowing the difference between a will and a trust, or whether you need a healthcare directive. Wealth.com's platform walks you through a short series of questions about your family, your assets, and your goals — and based on your actual situation, it recommends document types that may make sense for you.

No guesswork on your end, and no generic one-size-fits-all package. Just a clear, personalized starting point, built around your life.

What You Can Put in Place
Last Will & Testament — spell out exactly who gets what, and who's guardian for minor children
Revocable Living Trust — help keep your estate out of probate court and your affairs private
Financial Power of Attorney — name someone you trust to manage your finances if you're ever unable to
Healthcare Directive / Medical POA — make sure your medical wishes are known and followed, and take that burden off your family

Already Have a Will or Trust? Let's Find Out Where You Actually Stand.

A lot of people have an estate plan sitting in a drawer somewhere — drafted 10, 15, 20 years ago and never looked at again. The problem is, nobody knows if it still holds up. Did your state's laws change? Does your trust actually match your will? Is an old beneficiary still listed who shouldn't be?

Using Wealth.com's AI-powered document analysis, we can review your existing estate documents and help give you a clearer picture of where you stand — in plain language, not legal-speak:

Missing agents? No named successor trustee, executor, or power of attorney agent if your first choice can't serve? You'll know.
Outdated trustees or agents. The person you named 15 years ago may have since passed away, grown too elderly to serve, moved out of state, or simply may not be the right choice anymore. A plan is only as good as the people named in it — and a lot of families never go back to check.

Incomplete beneficiary choices? Named a primary beneficiary but no contingent? If something happens to both of you, that gap is exactly what sends assets into probate instead of to your family.

Execution problems? Missing signatures, missing witnesses, or documents that were never properly notarized — the kind of technicality that can make an otherwise good document unenforceable when your family needs it most.
Inconsistencies between documents. If your will, trust, and beneficiary designations don't line up with each other, you'll know where.

Outdated or missing pieces? No healthcare directive? An old power of attorney that no longer reflects your wishes?

You'll see it clearly.

A clear, visual snapshot. You'll receive an Estate Plan Snapshot Report — a clean, flowchart-style summary that lays out exactly where things stand, what's solid, and what may need attention. No dense legal language, just an easy-to-follow picture of your plan.
No guessing. No dusting off old paperwork and hoping it's fine. Just a clearer answer — and if something appears to be missing or outdated, we can help address it, rather than finding out the hard way when your family is already grieving.

We Don't Just Hand You Documents — We Help Make Sure They Actually Work!

A trust that never gets "funded" is just paper. One of the most common — and potentially costly — mistakes people make is setting up a living trust and never actually retitling their home into it. When that happens, the house may still go through probate anyway, and the trust may not do its job.

We can help with that. If your plan calls for it, we can generate the deed needed to retitle your real estate into your trust, so your home is more than just named in a document somewhere.

And when it's time to sign, you may not need to go find a notary or track down two people to witness it. If desired, we can arrange for a notary to come to you — right at your kitchen table, with both required witnesses provided. Often a far more convenient alternative to a courthouse, bank lobby, or scheduling around someone else's calendar — a clean, correct signing, done once.

Why This May Be a Better Fit Than the Traditional Route?

Attorney-drafted, attorney-reviewed — not AI-generated. Your documents are generated from templates drafted by in-house attorneys with experience at top trusts and estates firms, and reviewed by local attorneys to meet your state's legal requirements. AI plays a role in guiding you to the right questions and analyzing existing documents — it does not write your legal documents.

Often much more cost-effective. Traditional estate attorneys frequently charge by the hour for work that's often fairly straightforward for many families. This process is often a much more affordable way to put similar core documents in place.
A very convenient option. From home, on your schedule — no downtown office, no waiting room, no taking an afternoon off work.
Real support, right when you need it. Wealth.com's platform was built by a cross-disciplinary team that includes attorneys, financial advisors, and technology experts. Along the way, you have access to an AI assistant for quick questions and live customer support if you'd rather talk to a person.

Know where you stand, even on old documents. Already have a plan? We can help review it and clarify what appears current and what may not be — including whether your named trustees and agents are still the right choice.

We help finish what other plans leave undone. Real estate retitling and in-home notary with witnesses provided, where applicable — so your plan isn't just signed, it's more likely to be properly funded and enforceable.

Connected to your actual financial plan. This is a key difference between this approach and a generic online will service: your estate documents are considered alongside your retirement plan, your tax situation, and your family's real picture — not in a vacuum.

One relationship, not three. You're not coordinating between an advisor, an attorney, and an insurance agent who don't talk to each other.

We're already at the table.

How It Works

We talk, and the platform gets to know you. A short conversation about your family, your assets, and what matters most — Wealth.com asks a few guided questions and recommends document types that may fit your situation, whether you're starting fresh or reviewing what you already have.

We review or build. Existing documents can be run through Wealth.com's AI analysis, and you'll receive an Estate Plan Snapshot Report — a clean, flowchart-based summary that makes it easy to see where things stand at a glance. Starting fresh? Your documents are generated from templates drafted by in-house attorneys and reviewed by local attorneys to meet your state's requirements.

You ask, when you need to. Have a question while you're working through your documents? Wealth.com's AI assistant can help in the moment, and live customer support is available if you'd rather talk to a person.

You sign it — often without leaving home! If needed, we can arrange for a notary and both required witnesses to come to you, and help with retitling any real estate into your trust, so nothing is left half-finished.

We keep it current. Life changes — a new grandchild, a move, a sale of the business. Your plan can be reviewed as part of our ongoing relationship, not filed away and forgotten.

Protecting what you've built isn't just about your portfolio. It's about helping make sure your wishes are honored, and your family isn't left guessing — or stuck in probate court — when it matters most.

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