User-Friendly Systems | High-Quality Documents | Cutting-Edge Technology
A STRATEGIC PARTNERSHIP WORKING FOR YOU
Our partnership with wealth.com reinforces our commitment to the importance of estate planning in any financial plan and enables our clients to take control of their legacies. Our clients can create, update and manage their estate plan documents with a user-friendly and comprehensive platform.
ABOUT OUR PARTNER
Wealth.com is the industry’s leading estate planning platform built and maintained by leading estate attorneys. As the only tech-led, end-to-end estate planning platform built specifically for financial advisors and their clients, it facilitates high-quality document creation, visualization for complex estates, AI extraction capabilities and elegant client reports.
Clients are given direct, unlimited access to wealth.com’s online platform to create, update and manage their estate plans. Wealth.com guides our clients through the process of creating an estate plan through a series of questions, demystifying an often-daunting process. It also allows our clients to easily update their documents as often as they need to.
UNDERSTANDING YOUR ESTATE INFORMATION
If you’re ready to learn more about using our strategic partner to bring you a user-friendly, comprehensive platform for estate planning, please click and fill out our quick form below.
We will personally guide you through the wealth.com platform, answer any questions and show you how this system can help organize and simplify your estate planning process.
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, our services offered through Wealth.com. 5972633 - 10/25
Ready to Take The Next Step?
If you'd like more information or want to see if this could be helpful for you or someone you care about, visit Wealth.com. From there, we'll walk you through your options so you can decide if and when it's right for you.