Digital Estate Planning with Wealth.com
A modern, affordable approach to wills, trusts and estate planning.
Estate planning doesn’t have to be intimidating or expensive. Through our partnership with Wealth.com, Portfolio Advisors offers clients access to a secure, streamlined, attorney‑supported digital platform for building and maintaining essential estate documents — at a fraction of the traditional cost.
Whether you’re just getting started or updating an older plan, this service helps you take a confident step forward in organizing your legacy.
Who This Is For
This service may be a fit if:
- You don’t yet have a will or trust, and aren’t sure where to begin
- You want a cost-effective alternative to hiring a private attorney
- You are comfortable with a “do-it-yourself” platform with access to legal guidance
- You have a relatively straightforward estate situation (e.g., no complex trusts or business ownership)
- You value the ability to revisit, revise, and store your documents digitally over time
You’ll still receive guidance from the Portfolio Advisors team on how to get started and make the most of the platform — and we remain available to support you throughout the process.
Not sure if it’s right for you?
Schedule a Discovery Call to ask questions and learn whether Wealth.com fits your planning needs.
What’s Included
With Wealth.com you can create:
- A legally valid Will
- A Revocable Living Trust
- Healthcare directives and Power of Attorney documents
- Guardian and beneficiary designations
- Ongoing access to a secure digital Vault for storage
- Easy revisions and updates as your life evolves
- A simple, printable estate plan summary for reference
Optional upgrade: Speak directly with a vetted estate planning attorney from Wealth.com’s network (additional cost billed through Wealth.com).
Pricing
- Flat Fee: $1,000
(Includes full access to the Wealth.com platform, if completed within a defined time frame.) - Optional notary service available through Portfolio Advisors (billed separately)
This fee is paid to Portfolio Advisors at the start of your engagement and gives you full access to the platform and documents. If additional legal review or customization is needed, Wealth.com offers an attorney-supported experience for an added fee.
Ready to get started?
Book Your Estate Planning Setup Call to begin the onboarding process with our team.
How It Works
1. Initial Conversation
We’ll discuss whether this platform is right for your needs and help you understand what to expect.
2. Registration & Onboarding
Once enrolled, we’ll send you a secure registration link. You’ll receive access to the Wealth.com portal and document builder.
3. Complete Your Plan
Follow the guided prompts at your own pace. The platform walks you through each step, from naming guardians to structuring your trust.
4. Review & Print
Finalize and print your documents, or access them anytime via your secure online Vault.
5. Ongoing Support
We remain available to answer questions, provide reminders, and help you integrate your plan with the rest of your financial picture.
Why We Partner with Wealth.com
Wealth.com is one of the most highly rated estate planning platforms for financial advisors and their clients:
- Rated #1 by independent financial advisors in the 2024 T3/Inside Information survey
- Backed by Charles Schwab, underscoring its reliability and commitment to innovation
- Offers attorney-grade document templates and a built-in AI legal assistant (Ester®) to help surface key issues and ensure your plan is complete and well-structured
- Used by nationally recognized firms to streamline and modernize estate planning for clients like you
While we cannot guarantee results or outcomes, we believe this partnership brings meaningful value to individuals who want a streamlined, accessible way to put their estate plan in place.
Let’s Make a Plan Together
Whether you’re just starting your estate plan or finally ready to finish it, Wealth.com makes the process more approachable — and Portfolio Advisors is here to guide you through it.
¹ T3/Inside Information Advisor Software Survey 2024 – Wealth.com ranked #1 among estate planning platforms by independent financial advisors.
² Charles Schwab is an investor and strategic partner of Wealth.com, as reported in their official press release: Schwab Announces Strategic Investment in Wealth.com.
For more information on the CERTIFIED FINANCIAL PLANNERTM credential, please see our Disclosures page. Not all services will be necessary or appropriate for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances and overall objectives. Neither customized services nor the scope or nature of financial planning should be construed as guarantees of a particular outcome. Comprehensive financial planning indicates that financial planning will be informed by the material financial and investment circumstances of the client, as communicated by the client to the adviser, but may not consider literally all aspects of a client’s financial affairs. Clients are free to accept or reject any planning recommendations provided by the firm and may choose to implement accepted recommendations with the professional(s) of the client’s choosing. The effectiveness and potential success of adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, the client’s tax bracket and financial circumstances, coordination with the client and the client’s other engaged professionals, market conditions, and other factors. Portfolio Advisors, Inc. is neither a law firm nor an accounting firm and does not provide legal or tax advice. Website visitors and clients should consult an attorney or tax professional regarding their specific legal or tax situation. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.