Introducing Wealth.com: A Smarter Way to Build Your Estate Plan
Estate planning can feel like a daunting task—but it doesn’t have to be. That’s why I’m excited to introduce Wealth.com, a modern, intuitive platform that helps families create legally valid estate plans entirely online, with optional attorney review when needed. Whether you're drafting your first will or updating an existing trust, Wealth.com makes the process clear, convenient, and secure.
More than just documents, estate planning is about protecting your family, ensuring your wishes are followed, and reducing the burden on loved ones. Wealth.com takes the guesswork out of the process and provides everything you need in one place—including a secure digital vault to store your plan and the flexibility to make updates as your life changes.
The Wealth.com Estate Planning Process
Step 1: Answer Questions
Wealth.com guides you through what’s included in an estate plan—such as wills, powers of attorney, healthcare directives, and trusts—so you understand what each document does and why it matters. The platform then walks you through a simple questionnaire to collect relevant family, financial, and personal details that will shape your documents.
Step 2: Build Your Plan
Based on your responses, Wealth.com generates customized, state-specific legal documents that reflect your intentions and wishes.
Step 3: Print, Sign & Notarize
After reviewing your documents, you’ll print, sign, and notarize them according to your state’s requirements. Wealth.com provides clear, step-by-step instructions to ensure everything is legally valid.
Step 4: Store and Maintain
Once signed, you can securely store your documents in Wealth.com’s digital vault. As life changes—new children, new assets, a move—you can easily update your plan to reflect your current wishes.
When Wealth.com Might Not Be the Right Fit
While Wealth.com is an excellent option for many families, there are situations where a traditional estate attorney may be the better route. If you have complex wishes—such as leaving property in trust for multiple generations, planning around the estate tax, or needing to disinherit a spouse or family member—you’ll likely benefit from personalized legal advice. Similarly, if you’re a business owner, need to plan for a beneficiary with special needs, or expect your will might be contested, it’s best to consult an attorney directly. And of course, if you simply feel more comfortable having a lawyer review your situation in detail, there’s absolutely nothing wrong with that approach.
How Oakleigh Wealth Can Support You
To be clear: Oakleigh Wealth is not a law firm, and we do not provide legal advice. However, we can absolutely support you throughout this process by offering general education, helping you understand key terms, and sitting with you as you walk through the Wealth.com platform. Our goal is to make sure you feel confident and informed every step of the way.
If you're ready to begin—or just want to talk through whether Wealth.com is the right tool for you—please don’t hesitate to reach out.
