Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Fabric offers a complimentary online will creation tool that allows you to draft a digital last will and testament in as little as five minutes, walking you through important steps such as selecting a guardian, designating beneficiaries, and outlining your final wishes, all presented in a user-friendly format. After addressing a series of prompts, you will obtain a downloadable document that can be printed, signed, and witnessed to ensure its legal validity, with clear instructions provided by the platform. Tailored for young families, the service enables you to share your will with your spouse or guardian, include additional instructions, and ensure that both your assets and children are safeguarded at no cost. You maintain control over who can access the document and are free to revisit and make changes whenever necessary. While this tool effectively simplifies the estate-planning process and facilitates the completion of vital tasks efficiently, it is recommended that you consult with a legal professional if your situation involves intricate assets or specific state-related inquiries. This way, you can ensure that all aspects of your estate are comprehensively managed and legally sound.
Description
Wealth.com serves as a contemporary estate-planning platform led by advisors, catering to a diverse clientele and providing a comprehensive workflow that encompasses everything from grasping a client's estate to its ongoing optimization and management. Among its standout features is Ester AI, which efficiently extracts and visualizes information from complicated estate-planning documents, allowing advisors to produce concise, client-friendly summaries and visual aids; a Report Builder that crafts visual reports to enhance planning decisions; a Scenario Builder that empowers advisors to simulate, compare, and refine planning strategies, including tax implications and generational transfers; and tools for Document Creation that swiftly produce high-quality, attorney-level legal documents and diagrams. Furthermore, the platform boasts additional functionalities like interactive flowcharts, secure document storage, family-tree visualization, action-item monitoring, and seamless integration with over 20 financial and CRM platforms, including well-known names like Salesforce, eMoney, and Orion. In today's fast-paced financial landscape, Wealth.com stands out by offering innovative solutions that facilitate better communication between advisors and clients while streamlining the estate-planning process.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Addepar
No
Black Diamond Wealth Platform
No
Charles Schwab
No
Coinbase
No
Orion
No
Redtail CRM
No
Salesforce
No
Wealthbox
No
Zillow
No
eMoney
No
Integrations
Addepar
Yes
Black Diamond Wealth Platform
Yes
Charles Schwab
Yes
Coinbase
Yes
Orion
Yes
Redtail CRM
Yes
Salesforce
Yes
Wealthbox
Yes
Zillow
Yes
eMoney
Yes
Pricing Details
Free
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Fabric by Gerber Life
Founded
2015
Country
United States
Website
meetfabric.com/wills
Vendor Details
Company Name
Wealth.com
Founded
2021
Country
United States
Website
www.wealth.com