OneDigital Partners with Wealth.com on Estate Planning Services

Wealth.com announced its selection as the exclusive estate planning solution for OneDigital, a national strategic advisory firm providing insurance, wealth management and employee benefit services to small and mid-sized businesses.

The collaboration provides OneDigital advisors with access to Wealth.com’s personalized estate planning solutions.

“Estate planning is an important but often overlooked part of comprehensive financial plans as well as overall health and wellness,” said Gretchen Hilton, wealth field success manager at OneDigital. “We needed a solution that our advisors could easily incorporate into their existing workflows without additional complexity and expense. Wealth.com allows us to provide a more accessible, affordable and personalized approach to accessing estate planning services that meets the needs of today’s clients.”

OneDigital’s advisors can invite clients to create, manage and update estate planning documents directly through the Wealth.com platform, powered by Wealth.com’s Ester AI—an artificial intelligence (AI) agent purpose-built for estate planning. In the last 12 months, Ester has analyzed over 4.5 million unique data points to surface insights and streamline the estate planning process.

The collaboration also allows for OneDigital to make estate planning services a core, integrated offering across its platform for a broader range of clients.

“As advisors and advocates, we’re always looking for ways to enhance the value we deliver to clients,” said Andrew Jefferys, national vice president of wealth management solutions at OneDigital. “Wealth.com gives us the ability to integrate estate planning services into the broader financial picture, reinforcing our role as collaborative partners and supporting our clients’ goals—today and in the future.”