Integrated Partners Adds Estate Planning Tools From Wealth.com

Integrated Partners, the RIA firm, has entered into a strategic partnership with Wealth.com, aimed at providing its advisors with a “one-stop platform” for clients’ estate planning needs.

“Clients are increasingly looking for services that offer additional value,” said Andree Mohr, president of Integrated Partners. “This strategic partnership is set to enhance our advisors’ ability to satisfy these evolving expectations with access to estate planning, backed by a network of estate planning attorneys.”

The solutions available to Integrated advisors, according to the announcement, range from simple wills to complex advanced directives. The platform also helps advisors by summarizing existing documents and visually mapping complex plans for ultra-high-net-worth clients.