Your legacy matters. Leverage our technology, visualization, and partnership network with www.wealth.com, to build a comprehensive Estate Plan, and implement those documents.
Estate Planning
It starts with Why
High Quality Platform
State-Specific Documents
Self and Advisor Guided
Phone, Chat, and Email
Access to Attorneys
Legally Valid in 50 States +DC
Visualization Suite
AI Document Reader
planning, strategy & execution
Investment advisory services offered through Mutual Advisors, LLC DBA Stoneford Advisors, an SEC registered investment adviser. Stoneford Advisors, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
Insurance, Tax, Estate, Business Services offered through Stoneford Creative, LLC. No client is required to use Stoneford Creative, LLC. Stoneford Creative, LLC is not affiliated with Mutual Advisors, LLC.
Our goal is to simplify, centralize, and automate your financial plan, helping navigate future success.
Our time together will be most effective if we understand where you stand today and where you’re hoping to go tomorrow. Together, we’ll discuss your lifestyle goals, your financial hurdles, and your desired legacy.
$100 Annually
Mandatory: Visualization Suite
Our partnership streamlines the estate planning process.
What is the cost
Sharing, Reviewing, Centralizing, and Analyzing Data:
You’ll be asked to share a list of documents so we can establish a baseline of your current estate. We’ll discuss your data and help you understand how your financial goals tie into your financial reality. This service also includes some base level documents.
$500 Annually
Recommended: Consultation
Last Will and Testament
Power of Attorney
Guardian Nomination
Advance Healthcare Directive
$500 package, or $100 for each
See Below
Documents: A La Cart
Pourover Will and Revocable Trust
Special Needs Trust
Starting at $1000
questions & answers
Can we work together virtually?
Yes. While our company is proudly headquartered in Minnesota, we work with people and have team members all across the country. With modern technology, we meet through video conferencing and stay in close touch whether you’re here in person or not. Information is kept secure and private at all times.
As a reminder, we are not attorneys. Wealth.com leverages a network of attorneys to support where necessary.
How do you get paid?
We send a contract that stipulates the work we are doing. Once that is completed, we send an invoice for the deposit to start the work, and access the documents. Once the plans are complete, we send the final invoice to cover the services rendered.
I am an attorney, can you work with my clients?
Absolutely! We welcome the opportunity to partner with Estate Planning Attorneys and Clients. While we do have an internal team, we can also support Attorneys who want to leverage our partnership with Wealth.com.
Our Values