Fintech Impact

Jason talks to Rafael Loureiro, CEO of Wealth.com. The company besides having the most incredible URL for a fintech firm is an estate planning platform that allows for advisors and clients to collaborative work on estate plans and produce like legal estate documents and make it part of the entire continuing advisors by proposition.Episode Highlights 00:53: Rafael describes Wealth.com as a tech-driven estate planning platform designed for financial advisors. The platform helps advisors set up high-quality estate plans for their clients, offering legal estate documents that are applicable in 51 jurisdictions.03.09: Rafael and his team decided to create Wealth.com as an intelligent platform to help financial advisors maintain up-to-date estate planning. Their goal is to ensure estate planning evolves with changes in assets and beneficiaries, emphasizing the importance of keeping it current.05.56: Rafael notes that the platform's dashboard can integrate with the advisor's preferred CRM, such as Salesforce or