The Charles Schwab Corporation announced on April 16, 2025, a minority investment in Wealth.com, a leading estate planning platform. This strategic move aims to scale capabilities for financial advisors and provide accessible estate planning services to clients.
Wealth.com's platform enables advisors to offer modern estate planning solutions and allows retail clients to self-create legal documents like wills and revocable trusts in all 50 U.S. states and D.C. at a reduced cost.
President and CEO Rick Wurster stated that this investment is a crucial step in building a support ecosystem for advisor clients and offering scalable solutions for retail clients. The collaboration seeks to meet more of clients' financial needs directly through Charles Schwab.
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