Estate Planning: A Critical Part of Your Financial Future

At Dracoulis Financial Group, we believe financial planning isn’t complete without a clear, legally sound estate plan. Protecting your assets and ensuring your wishes are honored shouldn’t be a complicated or expensive process. That’s why we’re excited to offer a seamless estate planning solution through our partnership with Wealth.com.

Estate planning isn’t just for the ultra-wealthy—it’s for anyone who wants to ensure their wealth, property, and wishes are handled properly. Without an estate plan:

• Your assets could be tied up in probate, leading to delays and unnecessary costs
  
• Your family may face legal and financial complications when managing your estate
  
• Important healthcare and guardianship decisions could be left to the courts instead of your chosen representatives.

Through our partnership with Wealth.com, we now provide clients with a secure, AI-powered estate planning platform that makes it easier than ever to create and manage a legally valid estate plan—without the traditional high costs or hassle:

• Create a will, trust, power of attorney, and other key documents in minutes
• Seamlessly integrate your estate plan with your financial plan for a complete picture
• Easily update your plan as life changes, ensuring it always reflects your wishes
• Share securely with your family and trusted advisors

We pride ourselves on having the best-in-class estate planning documents and tools on the market. Keeping up with changes in succession, trust and tax laws is critical to the quality of the wealth.com platform. We maintain our knowledge of laws related to estate planning in three main ways. First, we maintain internal alerts that flag changes in law not only at the federal level, but also at the state level for each of the 50 states and D.C. Second, we receive alerts on legal changes from our local counsel who help us optimize our legal documents for their states. Lastly, wealth.com continues to invest heavily in the training and networking opportunities for our in-house legal counsel to ensure that their wealth planning knowledge and technical skills remain at their best.

Wealth.com’s platform is designed so that, beyond your referral, you do not need to be involved in estate plan creation — the experience is entirely self-contained from start to finish. Wealth.com documents are reviewed by attorneys across the U.S. to ensure compliance with state laws. Your client simply leverages the wealth.com platform to create their own estate planning documents.

Yes, we take security and privacy extremely seriously. We have 24-hour surveillance for security threats, which is a testament
to our TrustedSite certification. 



We also have our SOC 2 Type II certification. SOC 2 is an auditing standard maintained by the American Institute of Certified Public Accountants (AICPA) to test an organization’s internal controls or information security and privacy. Our SOC 2 compliance means that wealth.com is audited yearly against five Trust Services Criteria: security, availability, confidentiality, privacy and processing integrity. Additionally, our platform requires multi-factor authentication for advisors and their clients to login, using either an authentication or receiving a code via SMS.

Finally, we prioritize the privacy of all data and files on the wealth.com platform. All files are encrypted with individual keys and 256-bit encryption. Data is also stored anonymously, ensuring that we never store any passwords.

Estate planning is a critical part of protecting your wealth and your family’s future. As your trusted advisor, we’re here to help make the process simple, secure, and stress-free.

Get started today by scheduling a conversation with our team.