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In this episode, Henry speaks with Co-Founder Tim White and Chief Product Officer Danny Lohrfink of Wealth.com. Their company is on a mission to modernize estate planning. While most people recognize the need for an estate plan, the process is confusing, time-consuming, and inaccessible. Wealth.com is here to change that.
In this episode, the trio discusses:
- How the team came together to start Wealth.com
- How wealth.com works and what to expect
- The difference between them and your traditional estate planning.
- Reasons you should update your estate plan.
- Scenarios when estate planning needs to be done.
- and more!
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