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In partnership with Wealth.com – Modern Estate Planning Solutions.
What We Offer
At Avid Wealth Partners, we’ve partnered with Wealth.com, the industry’s leading estate planning platform, to provide a seamless and secure solution for your foundational estate planning needs.
For a flat fee of $1,500, you receive:
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Comprehensive Essential Estate Documents:
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Last Will and Testament
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Financial Power of Attorney
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Guardian Nomination
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Advance Healthcare Directive
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Revocable Trust & Pourover Will
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Guided Support: A one-on-one session with an experienced Avid Wealth team member to navigate the Wealth.com platform and tailor your plan.
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Convenient Execution: In-office notarized signing session and coverage for initial document printing.
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Ongoing Maintenance: One-year full access to Wealth.com to update and manage your estate plan as life changes.
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Note: This service is designed for foundational estate planning. For complex legal, we recommend consulting a qualified attorney.
Simple Steps to Secure Your Legacy
Why We Partner with Wealth.com
Is This Service Right For You?
This service is for individuals looking to create foundational estate documents without the complexity of custom legal situations.
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Those with unique needs, such as advanced tax strategies, irrevocable trusts, or business succession planning, should consult a qualified attorney.
Important Disclosures
Avid Wealth Partners, LLC is a Registered Investment Advisor and is not a law firm. Wealth.com attorneys are responsible for drafting all legal documents. This service is not suitable for complex estate planning situations. Please consult an attorney for advanced legal advice.
