087: Tim White and Sara Baker - How Wealth.com Is Transforming Estate Planning

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

Today, we’re recording the pod LIVE from Future Proof – the world’s largest wealth festival.

I sat down with Tim White, Co-Founder of Wealth.com, and Sara Baker of Triad Wealth Partners to talk about the new tech transforming estate planning for advisors. I know estate planning isn’t the sexiest topic, but Wealth.com is doing some seriously cool things to make it easier for advisors to help their clients.

Estate planning is full of legal hurdles and outdated processes. Advisors waste hours manually updating documents, chasing attorneys, and keeping up with changing state laws – it’s frustrating.

What’s cool is, Wealth.com automatically updates estate plans when clients’ lives change, so advisors don’t have to manage these updates manually. Plus, it uses AI to handle state-specific legal details, keeping plans compliant no matter where clients move.

Their platform does a lot behind the scenes, but it’s all about reducing friction, which is why I know you’re going to love today’s episode.

3 of the biggest insights from Tim White & Sara Baker …

• Find out how Wealth.com automates and streamlines the entire estate planning process, so your team can spend less time on paperwork and more time building client relationships and growing your business

• Learn how AI is revolutionizing estate planning – and how you can leverage it to keep your clients’ estate plans current and compliant

• Hear about how Wealth.com combines cutting-edge tech with a built-in network of legal experts, capable of handling complex cases, saving you the headache of chasing down attorneys.

SHOW NOTES

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DISCLOSURE

DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.

The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.

Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.

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