Modern Estate Planning Strategies
Through Wealth.com, we’re able to offer basic estate planning services to support your overarching financial plan.
What We Offer
At Lighthouse Financial Group, our strategic partnership with Wealth.com provides foundational estate planning services to help you take control of your legacy.
Prepare Your Essential Documents
Draft comprehensive estate documents, including:
- Last will and testament
- Financial power of attorney (POA)
- Nomination of guardian
- Advance health care directive
- Revocable trust and pour-over will
Receive Guided Support
An experienced Lighthouse Financial Group team member will personally guide you through the Wealth.com platform and help you with any questions you may have.
Execute With Convenience
Create your estate plan on the user-friendly Wealth.com platform, then make your documents official with a notarized signing session in our office.
Update With Ease
You’ll have one year of full access to update and manage your materials on the secure online Wealth.com platform.
Why Wealth.com
Wealth.com is the industry’s leading estate planning platform, built and maintained by estate attorneys specifically for financial advisors and their clients.
Client-Centered Systems
Stay in control of your estate plan with one-on-one guidance from our Lighthouse Financial Group team and support from Wealth.com. You’ll have direct, one-year access to the easy-to-use platform.
Integrated Tools
Essential estate documents are critical to help ensure your wishes are carried out effectively after you’re gone. With its advanced technology and trusted legal experience, Wealth.com delivers sophisticated strategies for your basic estate planning needs.
Cutting-Edge Technology
This tech-led, end-to-end estate planning platform uses intuitive, fully integrated tools and AI extraction capabilities to produce or update your estate plan.
Start Planning Your Legacy
Ready to prepare your foundational estate documents? Curious if you can do so without the legal complexity?
At Lighthouse Financial Group, we can guide you through your options, which may include Wealth.com.
Connect with us today to find out if this service is right for you.
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This service is designed for foundational estate planning needs. For complex legal situations, we recommend consulting a qualified attorney. Wendy Wallace with Lighthouse Financial Group, LLC offers investment advisory services and products through AE Wealth Management, LLC (“AEWM”), a Registered Investment Adviser. When making referrals to Wealth.com, for estate planning, Wendy Wallace is acting in a separate outside business capacity. This activity is not part of their financial advisory and investments services. The estate planning services are offered through Wealth.com, a third-party firm who is independent of the firm. AEWM is not affiliated with Wealth.com. AEWM does not oversee, supervise, or guarantee the accuracy of the estate planning activities, output, or services offered through Wealth.com. 7875401 - 5/26
Ready to Take The Next Step?
Want to learn more about Wealth.com or see if it could help you or someone you care about? We can guide you through your options to decide if and when it’s right for you.