Estate Planning Has Always Been Part of Our Work—Now It’s Easier and Fully Integrated
In Part 1 of our estate planning series, we explained why planning for your legacy is important. In Part 2, we’re excited to introduce a new development: we’ve partnered with Wealth.com to make estate planning easier and more integrated with your financial plan.
At SDA Wealth Strategies, estate planning has always been an integral part of your financial plan, not an afterthought. However, traditional methods can feel slow, paper-heavy, and disconnected. Our collaboration with Wealth.com transforms that—combining technology and legal expertise to make your experience easier.
Why We Use Wealth.com
Wealth.com is the industry’s leading estate planning platform, available exclusively through financial advisors and rated #1 by advisors at the 2024 T3 Conference. Developed and maintained by in-house trust and estate attorneys, it provides the legal rigor and quality expected from top firms—while keeping the process simple and accessible.
Documents are valid in all 50 states and D.C., so you can trust your plan meets current standards.
What This Means for You
With Wealth.com, you have your own secure login to create and manage your estate plan on your schedule. The platform guides you through every step with FAQs, educational content, and “best match” logic to help you make informed decisions.
It even uses AI-powered tools to review existing documents and restate revocable trusts—so you don’t have to start from scratch. Behind the scenes, smart automation ensures accuracy and consistency, especially for couples. And if you need help, live U.S.-based support is available by phone, chat, or email.
Once your documents are ready, execution is simple: they only need to be witnessed and notarized.
Support When You Need It
Wealth.com offers three layers of support:
- Digital guidance built into the workflow
- A Member Care Team for live assistance
- A local attorney network across all 50 states and D.C. for complex needs
When You Need More Than Standard
Some situations require advanced legal expertise—such as special needs planning, complex trusts, multi-state considerations, or business succession. For these cases, we connect you with trusted estate planning attorneys from our network to ensure your plan is fully customized and legally sound.
The SDA Difference
By integrating Wealth.com into our process, estate planning becomes proactive, not reactive. It’s part of your ongoing financial plan—not a separate task—so your documents stay current as life changes.
Estate planning has always been part of our work. Now, it’s easier, smarter, and fully integrated—giving you peace of mind that your assets and loved ones are protected without unnecessary complexity.
