{"id":22170,"date":"2024-07-16T23:39:31","date_gmt":"2024-07-16T23:39:31","guid":{"rendered":"https:\/\/www.thinkadvisor.com\/2024\/07\/16\/integrated-partners-adds-estate-planning-tools-from-wealth-com\/"},"modified":"2024-07-16T23:39:31","modified_gmt":"2024-07-16T23:39:31","slug":"integrated-partners-adds-estate-planning-tools-from-wealth-com","status":"publish","type":"post","link":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/2024\/07\/16\/integrated-partners-adds-estate-planning-tools-from-wealth-com\/","title":{"rendered":"Integrated Partners Adds Estate Planning Tools From Wealth.com"},"content":{"rendered":"<div class=\"media_block\"><a href=\"https:\/\/feeds.feedblitz.com\/-\/901273124\/0\/thinkadvisor\/\"><img decoding=\"async\" src=\"https:\/\/images.thinkadvisor.com\/contrib\/content\/uploads\/sites\/415\/2024\/02\/04_Lawyers_Legal_Documents_Judge_Adobe_640x640-1.jpg\" class=\"media_thumbnail\"><\/a><\/div>\n<div><img decoding=\"async\" src=\"https:\/\/images.thinkadvisor.com\/contrib\/content\/uploads\/sites\/415\/2024\/02\/04_Lawyers_Legal_Documents_Judge_Adobe_640x640-1.jpg\" class=\"ff-og-image-inserted\"><\/div>\n<p id=\"first-para\">Integrated Partners, the RIA firm, has entered into a strategic partnership with <a href=\"https:\/\/www.thinkadvisor.com\/2024\/06\/21\/wealth-com-launches-family-office-inspired-estate-planning-tools\/\" target=\"_blank\" rel=\"noopener\">Wealth.com<\/a>, aimed at providing its advisors with a \u201cone-stop platform\u201d for clients\u2019 estate planning needs.<\/p>\n<p>\u201cClients are increasingly looking for services that offer additional value,\u201d said&nbsp;<a href=\"https:\/\/www.thinkadvisor.com\/2024\/05\/09\/integrated-partners-names-new-president\/\" target=\"_blank\" rel=\"noopener\">Andree Mohr<\/a>,&nbsp;president of Integrated Partners. \u201cThis strategic partnership is set to enhance our advisors\u2019 ability to satisfy these evolving expectations with access to estate planning, backed by a network of estate planning attorneys.\u201d<\/p>\n<p>The solutions available to Integrated advisors, according to the announcement, range from simple wills to complex advanced directives. The platform also helps advisors by summarizing existing documents and visually mapping <a href=\"https:\/\/www.thinkadvisor.com\/2024\/02\/23\/estate-planning-is-the-next-frontier-for-advisors-steve-lockshin\/\" target=\"_blank\" rel=\"noopener\">complex plans for ultra-high-net-worth clients<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Integrated Partners, the RIA firm, has entered into a strategic partnership with Wealth.com, aimed at providing its advisors with a \u201cone-stop platform\u201d for clients\u2019 estate planning needs. \u201cClients are increasingly looking for services that&#46;&#46;&#46;<\/p>\n","protected":false},"author":1,"featured_media":22171,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[],"tags":[1],"jetpack_featured_media_url":"https:\/\/blog.lifeinsurance-orleans.ca\/wp-content\/uploads\/2024\/07\/integrated-partners-adds-estate-planning-tools-from-wealth-com.jpg","_links":{"self":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/22170"}],"collection":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/comments?post=22170"}],"version-history":[{"count":0,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/22170\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media\/22171"}],"wp:attachment":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media?parent=22170"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/categories?post=22170"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/tags?post=22170"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}