Overwhelmed by estate planning? BNA has you covered through our partnership with Wealth.com. From building your core documents to maintaining your plan over time, this digital platform keeps everything organized in one easy-to-use place.
Wealth.com Features
Get Started With Ease
A guided digital platform walks clients through creating essential documents like wills and powers of attorney—making estate planning simple and approachable.
Advisor-Led Planning
Clients work alongside their advisor while building their plan, ensuring important financial and estate decisions stay coordinated.
Secure Document Storage
A centralized portal keeps estate documents organized and accessible—making it easy to store, update, and share important information.
Comprehensive Planning Tools
Attorney-grade documents, AI-powered insights, and estate flow visualizations help advisors and clients plan with clarity—supporting smarter decisions across generations.
Educational Resources
Helpful guides, FAQs, and support tools provide clear explanations—helping clients feel informed and confident about their estate plan.
Learn More About Wealth.com
Visit Wealth.com to see how this all-in-one platform is simplifying retirement planning.
52% of Americans say passing away without an estate plan would be irresponsible.
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