Wealth.com is an estate planning platform built and maintained by leading estate attorneys. As a tech-led, end-to-end estate planning platform built specifically for financial advisors and their clients, it facilitates high quality document creation, visualization for complex estates, AI extraction capabilities and elegant client reports.

Clients are given direct, unlimited access to wealth.com’s online platform to create, update and manage their estate plans. Wealth.com guides clients through the process of creating an estate plan through a series of questions, demystifying an often daunting process. It also allows clients to easily update their documents as often as they need to. Matt Holbrook is also able to access clients’ estate plans to help uncover potential strategies and to help clients ensure their estate plans match their goals.

Through this platform, users can:

• Create and maintain sophisticated, state‑specific estate documents, including trusts, wills, powers of attorney, and healthcare directives
• Review and visualize how assets flow across generations and entities
• Identify opportunities and inconsistencies across existing structures
• Update documents efficiently as family, financial, or tax considerations evolve

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

You are under no obligation to use the services of any of the entities shown, and may choose any qualified professional to provide legal services.  These entities and their services are not affiliated with LPL Financial and Kemp Capital Advisors.