Most estate plans fail quietly — not in court, but in the gap between what was signed and what was funded. We close that gap, and keep it closed.
An estate plan is two things: a set of documents, and a set of accounts. The attorney drafts the documents. The custodian holds the accounts. And in most families, no one is responsible for making them agree — so they don't.
None of this surfaces while you're alive. All of it surfaces at the worst possible moment — as probate, as a contested transfer, as a tax bill the plan was specifically written to avoid.
"A will that no one can execute is not a will."
Estate coordination is the discipline of keeping the paper and the accounts in agreement — every account, every designation, every year. It is unglamorous, annual, and the single highest-leverage hour of work in a wealth plan.
Chapter VII of your folio. Reviewed annually, recorded to the ledger.
Every account, policy, and plan — IRA, 401(k), life insurance, annuity, HSA, transfer-on-death — checked against the estate plan’s intent. Beneficiary forms outrank wills; a stale form silently rewrites your plan.
A trust only controls assets that are titled to it. We verify the accounts, deeds, and business interests the plan assumes are in the trust actually are — and surface anything that drifted out through refinance, rollover, or oversight.
We work alongside your estate attorney — or introduce one — briefing them on the financial picture, reading the drafts, and catching what conflicts with the plan before it’s signed. We do not draft documents or give legal advice.
The accounts with no paper analog — credentials, exchanges, domains, photo archives. Inventoried, access-planned, and written into the estate plan so they transfer like everything else, instead of vanishing.
Three pens: yours makes the decisions, Wealth.com's puts them into legal form, ours connects them to the money. None of them costs you extra.
Access to Wealth.com is included at no additional advisory fee, as filed in our Form CRS. Wealth.com is an independent service provider; Intellicapital does not provide legal advice or draft legal documents, and receives no compensation from Wealth.com.
Drafted and amended on the platform; funding verified by us.
Financial and healthcare; refreshed when institutions demand currency.
On file, shared with the people who would need them.
Executed copies in one place — yours, your family’s, and ours.
The audit runs on a schedule — and re-runs when something changes that the schedule couldn't see coming.
Beneficiaries, titling, document currency, digital inventory — all four disciplines, results recorded to the ledger.
Each triggers an out-of-cycle review of the documents and designations the event touches.
The moments assets quietly fall out of trusts. Caught at the transaction, not at the audit.
When the rules move, we flag the households whose plans the move affects.
One conversation. Bring your documents — or just your questions. We'll tell you where the gaps are, even if you never hire us.
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