Wealth.com
In Grand Rapids, Michigan
Leveraging Wealth.com for a
Modern Estate Experience
To enhance your estate planning experience, we offer access to Wealth.com, a digital estate planning platform that helps you:
- Create and update key estate documents through an intuitive, online interface
- Keep your estate plan organized and accessible for you and your family
- Maintain your planning within the advisory relationship, instead of sending you off to manage everything on your own
With Wealth.com, our team acts as a facilitator, helping you navigate the process and coordinate with your attorney—while clearly respecting the boundaries of legal advice and compliance.
Matt Eilers with Medalist Wealth Management offers investment advisory services and products through Impact Partnership Wealth, LLC (“IPW”), a Registered Investment Adviser. When making referrals to Wealth.com, for estate planning, Matt Eilers is acting in a separate outside business capacity. This activity is not part of their financial advisory and investments services. The estate planning services are offered through Wealth.com, a third-party firm who is independent of the firm. IPW is not affiliated with Wealth.com. IPW does not oversee, supervise, or guarantee the accuracy of the estate planning activities, output, our services offered through Wealth.com. 4661751-09/26
FAQS
How does Wealth.com support estate planning?
Wealth.com provides digital access to wills, trusts, and key documents, helping clients in Grand Rapids create and maintain an organized, up‑to‑date estate plan.
Do I still need an attorney if I use Wealth.com?
Yes. Wealth.com streamlines documentation, but all legal questions and drafting oversight should be handled by a qualified estate attorney.