Estate Planning
Estate Planning
Insurance
Insurance
Financial Advice
Financial Advice
Tax Preparation
Tax Preparation

What's New

New Partner Launch! GoodTrust

What is GoodTrust?

GoodTrust is an online estate planning service that stands out for its digital vault feature, which lets users keep and share access to important accounts in one secure place. The service also offers traditional estate planning documents, including a will, living will, power of attorney and living trust, all included for the same one-time fee.

  • Smart Estate Planning, Will, Trust & Directives.
  • All-in-one: Unlimited Will, Trust and Directives, valid in all 50 states.
  • Family plan, no extra fee: Each individual can create their own plan.
  • Smart Digital Vault: Easily organize your digital life and legacy.
  • Best value on the market: It's never been easier to get more, for less.

Schedule Your Advisor Match

The Benefit of Financial Wellbeing

We teamed up with MIT's Laboratory of Financial Engineering to create a groundbreaking advisor matching program that taps into your emotional responses to market scenarios.

Here's the hard truth: your neighbors with an advisor? They're building wealth 3x faster than you.

Take five minutes. No strings attached. See if one of our rigorously vetted advisors is the right fit. Waiting could be costing you more than you think.

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