Your Information.
Our Priority.
We use industry-leading security practices and partner with trusted experts so you can have complete confidence.
You can trust your information is safe
Wealth.com uses administrative, operational and technical security processes to protect our users' personal and sensitive information. Our commitments to user entities are documented and communicated in Service Level Agreements (SLAs), customer agreements and the online service offering description. Our SOC2 compliance means that Wealth.com is audited against five Trust Services Criteria yearly, comprising security, availability, confidentially, privacy, and processing integrity.
Our SOC2 Type II report can be provided upon request.
Multi-Factor Authentication adds an extra layer of client protection.
Wealth.com uses bank-level 256-Bit Encryption to ensure customer data is secure.
Built on a Foundation of Trust
Institutionally Endorsed, Technologically Advanced
Our estate planning platform is fortified by the foundational backing of some of the most trusted names at the nexus of technology and financial services - including Google, Citigroup, and Charles Schwab. These partnerships reflect the rigorous due diligence and technological security protocols that safeguard our legal documentation processes.
Crafted by Elite Financial and Legal Professionals
The legal instruments we deliver are meticulously developed by professionals whose credentials span decades of expertise. Our legal strategy is informed by alumni of the nation's most prestigous estate law firms.
Endorsed at Scale, Proven in Practice
With the confidence of over 1,000 financial institutions nationwide, Wealth.com has facilitated the creation of more than 50,000 custom-tailored estate planning documents in just the past 18 months alone. This extensive adoption underscores the consistency, accuracy, and legal validity of our estate planning solutions.
Your Privacy. Our Commitment.
We are committed to keeping your information secure so you can plan for your legacy with total peace of mind.
Questions? We're Here to Help.
Our team is available to answer any questions about our security practices and your privacy.