The Charles Schwab Corporation has announced it has made a minority investment in Wealth.com, the number one rated estate planning platform in wealth management that is modernising how financial advisors help clients of all wealth levels with their estate planning needs.
Schwab’s investment will help Wealth.com continue to scale its capabilities to make it easier for financial firms and advisors to provide valuable estate planning services to individuals and families. Wealth.com’s platform equips advisors and financial professionals to offer estate planning solutions that are modern and sophisticated—yet approachable and easy for clients to navigate. Financial advisors use Wealth.com’s platform to help clients optimise their estate plans or give clients without an estate plan the ability to immediately self-create robust legal documents (e.g wills and revocable trusts) in all 50 US states and DC at a fraction of the cost of an estate attorney.
“We’re enhancing our wealth management offer by building out trust and estate capabilities that will help us serve our clients’ evolving needs, wherever they are on their financial journeys,” said Neesha Hathi, Managing Director, Head of Wealth and Advice Solutions. “Wealth.com is a leading provider of an intuitive and easy-to-use trust and estates process, powered by Artificial Intelligence.”
