Wealth.com is an estate planning platform built and maintained by leading estate attorneys. As a tech-led, end-to-end estate planning platform built specifically for financial advisors and their clients, it facilitates high quality document creation, visualization for complex estates, AI extraction capabilities and elegant client reports.

Clients are given direct, unlimited access to wealth.com’s online platform to create, update and manage their estate plans. Wealth.com guides clients through the process of creating an estate plan through a series of questions, demystifying an often daunting process. It also allows clients to easily update their documents as often as they need to. Chris Coffin is also able to access clients’ estate plans to help uncover potential strategies and to help clients ensure their estate plans match their goals.

Through this platform, users can:

• Create and maintain sophisticated, state‑specific estate documents, including trusts, wills, powers of attorney, and healthcare directives
• Review and visualize how assets flow across generations and entities
• Identify opportunities and inconsistencies across existing structures
• Update documents efficiently as family, financial, or tax considerations evolve

Learn more about the power of wealth.com below, and contact Chris Coffin for more information.

We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

• Understand your goals: Through an intensely personalized approach, we discover what your retirement goals are. Whether it’s travel, a new hobby, or spending more time with the people you love, we’ll help you strive for your ideal retirement.
• Analyze your current position: To plan a meaningful retirement, you need to know where you currently stand. We’ll help you build an in-depth financial inventory to use as part of our retirement planning process.
• Develop your plan: We’ll work with you to create a retirement plan that aims to address them. When we’re done, you’ll not only have a better understanding of your investments, and what you need to fund your retirement lifestyle, you’ll also be better equipped to handle any shortfalls.
• Implement your plan: As you move closer to retirement, we’ll work with you to ensure the plans are implemented in a phased and orderly manner. The goal of our retirement planning approach is to make your transition to retirement as seamless and stress-free as possible.
• Support you in pension and benefit decisions: We’ll be here if you need advice on Government or Employer pension and benefits: when to apply, how to apply, what to do with your funds, and much more.
• Partner with you in retirement and beyond: A long and fulfilling retirement takes multiple facets of your financial picture into consideration: health care, long-term care, insurance, legacy planning, and charitable giving. Our financial professionals will be here for you when you need advice in any of these areas.
• Provide ongoing reviews: We’ll continue to review your retirement plans, and consult with you about any changes or updates needed to address your evolving retirement lifestyle needs.

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