About Wealth.com

Experience Modern Estate Planning with Tools & Support

Wealth.com is a digital estate planning solution designed to help you protect your legacy with confidence. It helps offer a seamless, secure, and legally valid way to create your estate plan—without the complexity or high cost of traditional methods. It's estate planning made modern.

Plan Your Estate Like It Matters

A well-crafted estate plan does more than allocate your assets. It preserves your legacy, protects your loved ones, and ensures your wishes are carried out with clarity and compassion. Our team provides support and trusted tools to help you put the right plan in place with confidence and care.

From healthcare preferences to guardianship decisions, an estate plan keeps control in your hands, not the court’s.

With an estate plan you can avoid your assets being tied up in probate, causing costly delays and legal headaches for your loved ones.

A clearly documented plan helps minimize family conflict by eliminating confusion or disagreements about your intentions.

Discover a Smarter Way to Plan Your Legacy

With clean visualizations, intelligent recommendations, and personalized tools, our partnership with Wealth.com empowers you to plan with clarity and confidence. Whether you’re creating a will, trust, or power of attorney, the platform guides you step by step, so you can make informed decisions.

Simplify Your Estate Planning with Intuitive Tools

Wealth.com is built with an intuitive user experience, clean visualizations, and proactive insights that make estate planning feel simple and empowering. From guided workflows to built-in education, you’ll feel supported at every step. And it covers 100% of U.S. jurisdictions.

Plan with flexibility and continuity across different states. Your wills, trusts, and estate plan will stay valid no matter where you or your heirs live.

Use visual cues and helpful explanations to walk you through each decision, so you know exactly what you're planning and why it matters.

Skip the long meetings and paperwork. Complete everything securely online, at your own pace, with built-in guidance to support you every step of the way.

<strong>Understand Your Estate Plan.<br/> No Legal Background Required.</strong>

Understand Your Estate Plan.
No Legal Background Required.

You don’t need to be a lawyer to understand your estate plan. Wealth.com uses plain language and clean formatting so your documents are clear, professional, and ready when your family needs them.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera nor any of its representatives may give legal or tax advice.

For use with financial professionals only. About Cetera Financial Group: “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA / SIPC. Located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.