Wealth.com Most Common Questions: How Thomas Uses the Platform

About this episode

Anne Rhodes interviews Thomas Kopelman about his use of Wealth.com in financial planning.

In this episode, Anne Rhodes flips the script and interviews co-host Thomas Kopelman about how he actually uses Wealth.com in his financial planning practice. Thomas walks through his end-to-end process—from using Esther to review and summarize existing estate plans, to guiding clients through document completion, mobile notarization, and trust funding. They also discuss how advisors can stay on the right side of unauthorized practice of law, which clients are the best fit for the platform, and how the attorney network and visualizer tools add value. This episode is a practical look at how technology can streamline estate planning without replacing the attorney relationship.

People in this episode

Host: Anne Rhodes

Guest: Thomas Kopelman

Topics covered

• financial planning
• estate planning
• technology
• client relationships
• legal considerations

Keywords

• Wealth.com
• estate plans
• document completion
• mobile notarization
• trust funding
• financial advisors
• technology

Mentioned in this episode

Organizations: Wealth.com

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