How to Simplify Estate Planning with Wealth.com

Estate planning is one of the most important steps you can take to protect your family, your assets, and your wishes for the future. Yet many people delay creating a plan because the process can feel complicated or overwhelming.

At BNA CPAs & Advisors, we are always looking for ways to simplify important financial planning steps for our clients. That’s why we’re excited to introduce our partnership with wealth.com, a modern estate planning platform that helps advisors guide clients through the estate planning process in a clear and organized way.

Why Estate Planning Matters

Estate planning isn’t just for high-net-worth individuals. In reality, most adults benefit from having basic documents in place.

A thoughtful estate plan helps ensure:

🔴 Your assets are distributed according to your wishes
🔴 Someone you trust can make important decisions for you
🔴 Your family avoids unnecessary legal complications
🔴 Your important documents are organized and accessible

Without these documents, many decisions may be left to state law or the courts.

A Modern Approach to Estate Planning

Key Features:

✔ Guided onboarding
A step-by-step process that walks you through building your estate plan.

✔ State-specific legal documents
Documents that are valid in all 50 states and Washington, D.C.

✔ Smart planning recommendations
Updates and suggestions as your life, finances, or family circumstances change.

✔ A secure client portal
Store documents, connect assets, and keep everything organized in one place.

✔ Access to support and attorney consultations
Additional guidance is available when needed.

Advisor-Led Planning

One of the key differences with Wealth.com is that the platform is advisor-led.

Clients do not access Wealth.com independently. Instead, they are invited by their financial advisor and receive access to a personalized client portal where they can complete planning steps, upload documents, and connect financial information. 

This approach helps ensure that estate planning decisions remain aligned with your overall financial plan, investment strategy, and long-term goals.

Who This Is Best For

This platform can be a great option for individuals and families who want to:

🔴  Put essential estate planning documents in place
🔴  Organize their estate planning information in one secure platform
🔴  Work collaboratively with their financial advisor on their plan

Clients with more complex estates or specialized legal needs may still benefit from working directly with an estate planning attorney. Your advisor can help determine the right approach for your situation.

Getting Started

If you’re interested in creating or reviewing your estate plan, our team can help you get started.

Simply reach out to your BNA advisor or wealth strategist, and we can provide an invitation to access the Wealth.com platform and begin the process.

Estate planning doesn’t have to be complicated. With the right guidance and tools, it can be a straightforward step toward protecting what matters most.

Additional Resources

For more information about the platform and how it works check out our Resource Center.

Contact BNA Today

If you’re a business owner looking for reliable financial guidance, we’re just a call away. Reach out to us at (803) 366-8371 or email us at success@bnacpa.com to see how we can support your goals.

BNA: Smarter Finances, Mastering Wealth Management