Wealth.com, a leading estate-planning platform, will be supporting the hybrid registered independent advisory (RIA) firm, Gateway, with its tech-driven estate planning tools, enabling them to serve clients more comprehensively and efficiently.
Gateway’s advisors will leverage Wealth.com’s platform, which simplifies the creation of essential documents such as wills, trusts, and advanced directives.
Wealth.com further enhances estate planning capabilities with features like guided plan creation, visual flowcharts and reports of estate plans, document summaries, and proactive insights.
“Growing demand for estate planning resources among advisors”
David Wood, founder and chief visionary officer at Gateway Financial Partners, said: “Gateway’s Bench of Life approach is all about putting the client at the center of our planning process, ensuring we address their unique needs at every life stage. The integration of wealth.com’s advanced estate planning technology supports this focus by enabling us to better assist clients in securing their legacies. This partnership reinforces our dedication to exceptional service and continuous improvement–all while strengthening our advisors’ ability to better connect with clients and provide meaningful support.”
Tim White, co-founder and chief partnership officer at wealth.com, said: “It is exciting to see the team at Gateway continue to expand its offerings for its clients. This partnership reflects not only the growing demand for estate planning resources among advisors, but also the recognition that wealth.com continues to be a leading provider of the tools and technology necessary to meet those needs.”
Wealth.com is a complete end-to-end estate planning solution for financial advisors, offering a full spectrum of services, scalable technology, and backed by top-tier legal expertise. Empowering over 450 wealth management firms, wealth.com facilitates high-quality document creation, visualization for complex estates, AI extraction capabilities, and elegant client reports.
Gateway Financial Partners supports 170 licensed advisors across 26 states, 95 support team members, and 265 total affiliations.
54 percent of the wealthiest Americans lack an estate plan
Earlier this year, Wealth.com was made available to all Farther advisors and their clients as its go-to estate planning solution. Farther’s experienced advisors and data-driven wealth management platform put high-net-worth (HNW) clients’ money to work for them, their families, and their futures.
Caring.com’s 2023 Wills and Estate Planning Study revealed an alarming statistic: 54 percent of the wealthiest and most highly educated Americans lack an estate plan, often due to procrastination.
In response to this challenge faced by the firm’s advisors and their HNW clients, Farther pursued a partnership with a modern estate planning solution that was built to serve growing firms. By onboarding with wealth.com, Farther’s advisors gain access to an end-to-end platform that is replete with frictionless onboarding, intuitive plan creation, clean visualizations and proactive insights.
Wealth.com was founded to make access to high-end estate planning more attainable at scale through a combination of best-in-class legal expertise and cutting-edge technology. The platform’s user-friendly and intuitive design makes it accessible to advisors and their clients, regardless of their technological proficiency. Furthermore, Farther clients have the option to seek guidance from a member of wealth.com’s success team or connect with an attorney from the platform’s reputable partner network.
