Estate Planning at your Fingertips
Designed and built by experts in trust & estate law, Wealth.com provides a customized estate plan based on your unique circumstances and preferences. Wealth.com isn’t a one-size-fits-all document creation wizard like many other available options. It’s a financial technology platform that bridges the gap between the wealth you’re working hard to build today and your post-life legacy.
You can be are given direct, unlimited access to wealth.com’s online platform to create, update and manage your estate plans. Wealth.com guides you through the process with a series of questions, demystifying an often daunting process. Getting started is easy and you don’t have to do everything in one sitting. With unlimited access you can come back any time after signing up to work on your plan or update key documents and collaborate along the way with your advisor.
Ask your Mayflower team how you can gain access today!
Estate Planning is for Everyone
Yet, 53%1 of people do not have an Estate Plan. Estate planning is crucial for everyone, regardless of age or wealth, as your wishes are followed and your loved ones are cared for. Here’s why it’s important:
Control Over Assets: Estate planning lets you decide how your assets are distributed. Without it, state laws will determine this for you.
Protecting Loved Ones: It assists your family and dependents be taken care of, such as naming guardians for children and setting up trusts.
Avoiding Probate: Proper planning can help avoid the costly probate process, using tools like trusts to transfer assets directly to beneficiaries.
Minimizing Taxes: Estate planning can reduce taxes, allowing more of your wealth goes to your beneficiaries.
Healthcare Decisions: Documents like powers of attorney and living wills specify your healthcare preferences if you're incapacitated.
Peace of Mind: Having a plan in place reduces family confusion and enables your loved ones to be provided for.
1 * The State of Estate Planning Report, commissioned 2022