Here's the thing: only about a third of Americans have a will, and even fewer have a full estate plan in place. It's not because people don't care about their families. It's because the process has always felt complicated, expensive, and easy to put off until "someday."
We wanted to change that for our clients, so we partnered with Wealth.com to bring modern estate planning directly into the work we already do together.
What This Partnership Means for You
Through wealth.com, you now have access to a secure, guided platform for creating and storing your estate planning documents, including your will, trust, financial power of attorney, and health care directive. Everything lives in one place, alongside the rest of your financial plan, so your estate strategy and your investment strategy are finally talking to each other instead of sitting in two separate filing cabinets.
A few things that make this different from the old way of doing estate planning:
- No more stacks of paperwork. Your documents are created and stored digitally, walking you through each decision one step at a time.
- Documents built on current estate law. You're not filling out a generic template. The platform guides you to state-specific, legally valid documents.
- One complete financial picture. Your estate plan connects directly to your broader plan with us, so nothing gets built in a vacuum.
Why This Matters More Than You Might Think
Estate planning isn't just about who inherits what. It's about naming someone you trust to make medical decisions if you can't. It's about deciding who manages your finances if you're temporarily unable to. It's about making sure your kids, or your pets, or that piece of family land, end up exactly where you want them.
And it's not just for people with significant wealth. If you have people you care about and things you'd want handled a certain way, you have a reason to put a plan in place.
How We'll Work Through This Together
You won't be handed a login and left to figure it out alone. Here's what the process typically looks like:
- We'll talk through your goals first. Before a single document, we'll walk through the key decisions together, like who you'd name as a guardian, how you want assets divided, and who you trust to make decisions on your behalf.
- You'll work through the platform at your own pace. Most people who start their documents finish within two weeks.
- We'll review everything with you. Before anything is signed, we'll sit down and go through your plan so you understand exactly what it says and how it works.
- Everything gets stored securely. Once your documents are signed, they're saved in one place you and your loved ones can access when it matters most.
Ready to Get Started?
If you've been meaning to get your estate plan in place, or update one that's a few years out of date, now's a good time. Give us a call and we'll walk you through exactly how this works for your situation.
Marline Wealth Management. Independent Advisor Alliance and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.