Protect your family's future.
Wills, trusts, and estate planning professionals — accessible through AssetAlign and powered by your Align Credits.
A plan for the people who depend on you.
Estate planning isn't about death — it's about control. It's the legal framework that ensures your family is protected, your assets go where you intend, and the people you love don't face unnecessary hardship. AssetAlign gives you access to trusted estate planning partners at exclusive member pricing, right inside your financial wellness platform.
Choose a Service
Browse wills, trusts, power of attorney, beneficiary planning, and more from our network of vetted estate planning partners.
Access Member Pricing
Exclusive discounts available only through AssetAlign — legal protection that's actually accessible, without the traditional cost barrier.
Complete Your Plan
Finalize your legal documents with confidence and earn Align Credits along the way — rewarding you for taking one of the most important financial steps of your life.
Wills & Trusts
Legal documents that make your wishes official and protect your family from unnecessary legal complexity.
Power of Attorney
Designate someone you trust to make financial and medical decisions on your behalf when it matters most.
Beneficiary Review
Make sure your assets, accounts, and policies go to the right people — not wherever the default points.
Member Pricing
Exclusive rates for AssetAlign members — professional estate planning without the traditional price tag.
Goals & Progress
Set financial goals, track milestones, and watch your progress update in real time.
Advisor Access
Your matched advisor is always one click away — schedule, message, and follow up seamlessly.
Marketplace
Browse and engage with insurance, estate planning, tax prep, and more — all in one place.
Align Credits
Earn credits for every financial action and redeem them toward services that move your plan forward.