We're excited to share that Bulman Financial has partnered with an attorney-led estate planning platform, Wealth.com, designed to make creating and maintaining your essential documents (like wills, trusts, powers of attorney, and healthcare directives) easier, smarter, and more connected to your financial plan.  This is free for our top investment clients. Otherwise, for others, we will be embedding a small cost into our financial planning fees. This is a game changer and will save our clients potentially tens of thousands of dollars over the years. 

Why this matters:

Most people know they should have their estate plan buttoned up. But it often gets pushed down the to-do list. With this partnership, you can now streamline estate planning with modern tools, real attorneys, and a secure digital home to store, update, and track your documents—all with our guidance and support along the way in a much more cost-effective manner than traditional legal resources.  Kid’s going off to college, you can now implement new wills and durable powers for that particular state.  

What’s next:

Before the year is over check another item off of your list; please reach out for a Complimentary Estate Planning Review session. Whether you already have documents that you need to review to make sure they are up to date or need to create them, this platform will simplify the process and help make sure your legacy reflects what matters most to you.

Access to the Wealth.com website is granted to you by Wealth, Inc. through your Cetera associated financial professional solely in his/her capacity as a subscriber, which provides you with access to certain estate planning documents.  Should you choose to use Wealth.com to access estate planning documents, you will supply information directly to Wealth.com, and Wealth.com will provide you with draft estate planning documents.  None of Cetera financial professionals, or Wealth, Inc. are acting as an attorney or providing legal advice in any fashion.  All such documents generated by Wealth.com are subject to Wealth.com’s terms and conditions, which you should review. You should not rely on these documents until, at a minimum, you have reviewed and finalized them with an attorney from Wealth.com’s nationwide network of attorneys on retainer.  Prior to finalizing any documents, Cetera also encourages you to seek personalized estate planning advice from as many qualified professionals as appropriate to evaluate your individual estate planning needs and to review your estate plan documents.  

Please note that Cetera and their affiliates are not related to or otherwise affiliated with Wealth, Inc. by common ownership or control.  Neither Cetera nor its financial professionals receive compensation from Wealth, Inc.