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Estate Planning Made Simple

Effortless and guided support for your foundational estate planning needs.

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In partnership with Wealth.com -
Modern Estate Planning Solutions

What We Offer

At Elite Wealth Management, we've partnered with Wealth.com, the industry's leading estate planning platform, to provide a seamless and secure solution for your foundational estate planning needs.

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For a flat fee of $1,750, you receive:

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  • Comprehensive Essential Estate Documents:

    • Last Will and Testament​

    • Financial Power or Attorney 

    • Guardian Nomination

    • Advanced Healthcare Directive

    • Revocable Trust & Pourover Will

  • Guided Support: A one-on-one session with an experienced Elite Wealth team member to navigate the Wealth.com platform and tailor your plan.

  • Convenient Execution: In-office notarized signing session and coverage for initial document printing.

  • Ongoing Maintenance: One-year full access to Wealth.com to update and manage your estate plan as life changes. 

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Note: This service is designed for foundational estate planning. For complex legal, we recommend consulting a qualified attorney.

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Simple Steps to Secure Your Legacy

1
                   Prepare
Complete our Estate Planning Questionnaire to gather all necessary information.
2
                   Consult
Attend a one-on-one session with an Elite Wealth team member to finalize your plan using Wealth.com.
3
                   Sign
Visit our office for a notarized signing session and receive your printed documents.
4
                   Maintain
Enjoy one year of access to Wealth.com to keep your documents up to date.

Is This Service Right for You?

This service is for individuals looking to create foundational estate documents without the complexity of custom legal situations.
Those with unique needs, such as advanced tax strategies, irrevocable trusts, or business succession planning, should consult a qualified attorney.

Important Disclosures

Elite Wealth Management, is not a law firm. Wealth.com attorneys are responsible for drafting all legal documents. This service is not suitable for complex estate planning situations. Please consult an attorney for advanced legal advice.

Location

884 Allbritton Blvd Ste 205

Mount Pleasant, SC 29464

Hours

Monday - Friday: 8:30AM -  4:00PM

Saturday - Sunday: By Appointment Only

Contact

Jacob.Dalton@prudential.com
(540) 354-5075

Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential.

Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPLE and LPL Financial are not affiliated with Elite Wealth Management or Prudential.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 LPL Enterprise Form CRS to: https://www.lpl.com/lpl-enterprise.html ​

Check the background of your financial professional on FINRA's BrokerCheck.

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1049991-00002-00

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© 2023 Elite Wealth Management

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