This version of the site is outdated. Please visit www.wealth.com instead!

Home
Advisor | Client LoginAdvisor | Client LoginSchedule Demo

Estate Planning Resources

Everything advisors need to know about estate planning.

Legacy Hub
The Role of Conservators, Guardians, Trustees, Executors and Agents in Estate Planning

The Role of Conservators, Guardians, Trustees, Executors and Agents in Estate Planning

16 min read
Oct 15 2024

Estate Planning Resources

Search All Resources

Archer Investment Management Increased Estate Planning Document Creation & Creates Quick Wins for Clients

4 min read
Mar 5 2025

Estate and Wealth Planning Checklist

3 min read
Mar 3 2025
Article that details how somebody should think about their real estate and property assets when estate planning including putting in a trust

How to Manage Real Estate and Property Assets in an Estate Plan

15 min read
Jan 6 2025

What to Know About Putting Your Business in a Trust

13 min read
Nov 15 2024
An article about how financial advisors can help their clients prepare for the Tax Cut & Jobs Act before it sunsets in 2025

What To Know About The Tax Cuts & Jobs Act Sunset, and How to Prepare Clients

12 min read
Oct 22 2024
The Role of Conservators, Guardians, Trustees, Executors and Agents in Estate Planning

The Role of Conservators, Guardians, Trustees, Executors and Agents in Estate Planning

16 min read
Oct 15 2024
An image for an article detailing what probate is in estate planning, how it works and how you can avoid it

What is Probate, and How Can You Avoid It?

10 min read
Sep 27 2024
How to decide if an individual or joint trust is right for you

Individual vs. Joint Trust: How to Decide Which is Right for You

17 min read
Sep 18 2024
wealth.com raises $30 million Series A led by GV (Google Ventures)

wealth.com Secures $30 Million Series A to Further Modernize Estate Planning for Advisors

5 min read
Sep 16 2024
Everything you need to know about choosing a trust as a beneficiary of an IRA or 401 (K)

What to Know About Naming a Trust as a Beneficiary of Your Retirement Account

14 min read
Sep 6 2024

How to Get Estate Planning Documents Notarized

6 min read
Sep 3 2024
An article about how often should update your estate plan and when it makes sense to do so

How Often Should You Update Your Estate Plan?: A Comprehensive Guide

16 min read
May 9 2024

Trust for Descendant Explained

5 min read
Nov 30 2023

Marital Trust: A Practical Explainer

4 min read
Nov 16 2023

Beneficiary Designation Explained

6 min read
Nov 3 2023
1 / 2