Your Questions Answered
Does my Registered Investment Advisor (RIA) have legal liability for the documents a client creates with Weath?
No, Just like if you were referring to a client to attorney, Wealth.com allows your clients to create estate planning documents to action the legacy objectives that you have designed together. Once referred to Wealth.com, your client enters the Wealth.com platform and is guided through the document creation process by Wealth.com, not by you.
What is the process for contacting an Attorney?
After a client requests an attorney consultation, they ’re guided through prompts to provide details needed for matching with an attorney in their state. Once the request is submitted, our team connects the client with a suitable attorney. Before the introduction, the client receives an estimated flat rate and a list of required documentation to determine if they would like to move forward.
Advisors aren’t automatically cc’d on communications. However, clients can choose to include their advisor during the request process. If selected, the advisor will be copied on correspondence and notified when the introduction is made.
Payment for an attorney consultation is collected after the client submits a request and decides to move forward. At that point , a payment link is sent via email. If the advisor is included in the correspondence, they can use this link to pay for the consultation on the client’s behalf.
What is the process for requesting Notary Services?
- The advisor will initially create a Sign Here link account and submit orders on behalf of the client.
- The advisor can start this process when their client's documents are reflected as Ready to Sign in the client's Overview tab. You will see a Request Notary option once the document has reached this status.
- Clients may also notify their advisor that they would like to schedule a mobile notary by selecting the Request Notary option next to their documents. In this instance, advisors will receive an email notification from their client.
- Once the order is submitted, Sign Here link contacts the advisor, assigns a mobile notary, and coordinates scheduling with the client.
- A trust-certified notary meets with the client and guides them through their document signing until the process is complete.
- The notary uploads scans of completed documents for the advisor, leaving the originals with the client.
How does Wealth.com process documents?
The document creation workflow where users go through the process of creating their documents is one of the most crucial areas where our unique technology easily guides users through what is often a complex process.
What are the Billing Steps for optional add-on services?
This document is available from wealth.com to explain the process.
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