How It Works
We provide access to Wealth.com’s secure, guided estate planning platform. Clients complete their information directly within the secure system.
While the document preparation process is self-directed, we provide estate planning education to help you understand:
- Titling considerations
- Beneficiary alignment
- The role of trusts
- Powers of attorney
- Healthcare directives
- Probate considerations
We do not provide legal advice. The platform facilitates document creation, and we provide planning coordination and education.
What Is Included
This offering includes preparation of core estate planning documents for:
- An individual
- Or a married couple
Documents include:
- Last Will and Testament
- Revocable Living Trust (if selected)
- Durable Financial Power of Attorney
- Advance Healthcare Directive (including Healthcare Power of Attorney and Living Will provisions)
The Signature & Execution Advantage
One of the greatest barriers to completing estate planning is execution.
Documents must be properly signed, witnessed, and notarized in accordance with state law. Many estate plans are drafted — but never fully executed.
At Cornerstone Financial Team, we coordinate a dedicated signing meeting where:
- We provide the required witnesses
- We notarize the documents
- We ensure proper execution
- We organize and bind your documents in a leather estate planning binder
This removes the most common obstacle to completion.