Integrated Partners Adds Estate Planning Tools From Wealth.com
The partnership is intended to give Integrated advisors a one-stop platform for clients’ directives.
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.
Wealth.com’s platform further supports advisors and clients as they draft core planning documents, including revocable trusts and other legacy planning instruments.
Mohr said the new partnership will complement her firm’s CPA Alliance program, which cultivates relationships between certified public accountants and the firm’s advisors, adding that the bigger goal is to allow advisors to “quarterback their clients’ financial lives.”
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