Gateway advisors gain access to next-generation estate-planning tools and resources.

Gateway Financial Partners, a hybrid registered independent advisory (RIA) firm, has just announced a partnership with wealth.com, a tech-led estate-planning platform. This collaboration equips Gateway advisors with advanced, tech-driven estate planning tools, enabling them to serve clients more efficiently.

Through this partnership, Gateway’s advisors gain access to wealth.com’s platform, which simplifies the creation of essential documents such as wills, trusts and advanced directives, the firm said in a statement. Wealth.com enhances estate planning capabilities with features such as guided plan creation, visual flowcharts and reports of estate plans, document summaries and proactive insights. Its user-friendly design ensures that both advisors and clients can navigate and manage their estate planning needs, regardless of technological proficiency.

With research showing that only 32 per cent of Americans have an estate plan in 2024, this partnership aims to help to solve that problem. For financial advisors seeking to maximize their impact, having the right tech tools is a necessity. And with one-third of advisors set to retire over the next decade, it’s important to ensure that the right tools are available within each advisory firm to help transition the new generation of advisors. The partnership reflects the growing demand for estate planning resources among advisors and positions Gateway advisors to be better prepared to serve their clients and connect with the next generation of advisors.

“Gateway's Bench of Life® approach is all about putting the client at the center of our planning process, ensuring we address their unique needs at every life stage,” said David Wood (pictured), founder and chief visionary officer at Gateway Financial Partners. “The integration of wealth.com’s advanced estate planning technology supports this focus by enabling us to better assist clients in securing their legacies,” he added.

Wealth.com sets itself apart as a complete tech-led end-to-end estate planning solution for financial advisors, offering a spectrum of services. It enables over 450 wealth management firms to offer modern estate planning solutions to their clients.

“It is exciting to see the team at Gateway continue to expand its offerings for its clients,” added Tim White, co-founder and chief partnership officer at wealth.com. â€śThis partnership reflects not only the growing demand for estate planning resources among advisors, but also the recognition that wealth.com continues to be a leading provider of the tools and technology necessary to meet those needs.”

Gateway Financial Partners supports 170 licensed advisors across 26 states, 95 support team members, and 265 total affiliations, co-headquartered in Glastonbury, Connecticut and Appleton, Wisconsin.